Equitable Holdings (EQH-PA) Assets Average (2017 - 2026)
Equitable Holdings (EQH-PA) recorded quarterly Assets Average of $314.2 billion in Q1 2026, up 90.65% quarter-over-quarter from $164.8 billion in Q4 2025, and up 7.77% on a YoY basis from $291.5 billion in Q1 2025.
Equitable Holdings (EQH-PA) Assets Average (2017 - 2026) Analysis & Trends
Equitable Holdings' Assets Average history runs 10 years deep, the most recent figure standing at $314.2 billion for Q1 2026.
- In Q1 2026, Assets Average rose 7.77% year-over-year to $314.2 billion; the TTM figure through Mar 2026 stood at $314.2 billion (up 7.77% YoY), while the FY2025 annual figure was $306.9 billion, up 7.21% from the prior year.
- Assets Average was $314.2 billion for Q1 2026 at Equitable Holdings, up from $164.8 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $314.2 billion in Q1 2026 to a low of $157.3 billion in Q3 2025.
- Historically, Assets Average has averaged $263.9 billion across 5 years, with a median of $268.5 billion in 2023.
- The sharpest annual moves came in 2024 and 2025: Assets Average advanced 10.81% in 2024, then tumbled 46.34% in 2025.
- A 5-year view of Assets Average shows it stood at $249.2 billion in 2022, then rose by 7.76% to $268.5 billion in 2023, then increased by 10.73% to $297.3 billion in 2024, then plunged by 44.57% to $164.8 billion in 2025, then jumped by 90.65% to $314.2 billion in 2026.
- The last three Assets Average figures came in at $314.2 billion (Q1 2026), $164.8 billion (Q4 2025), and $157.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 48.02 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 175.85 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 28.51 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 90.35 Bn |
| 10 | Equitable Holdings | - | - | 3.83 Bn | 314.19 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 314.19 Bn |
| Dec 31, 2025 | 164.80 Bn |
| Sep 30, 2025 | 157.34 Bn |
| Jun 30, 2025 | 295.23 Bn |
| Mar 31, 2025 | 291.55 Bn |
| Dec 31, 2024 | 297.28 Bn |
| Sep 30, 2024 | 293.24 Bn |
| Jun 30, 2024 | 286.55 Bn |
| Mar 31, 2024 | 281.08 Bn |
| Dec 31, 2023 | 268.47 Bn |
| Sep 30, 2023 | 264.63 Bn |
| Jun 30, 2023 | 265.25 Bn |
| Mar 31, 2023 | 257.10 Bn |
| Dec 31, 2022 | 249.15 Bn |
| Sep 30, 2022 | 249.54 Bn |
| Jun 30, 2022 | 265.57 Bn |
| Mar 31, 2022 | 284.96 Bn |
| Dec 31, 2021 | 288.42 Bn |
| Sep 30, 2021 | 285.28 Bn |
| Jun 30, 2021 | 281.41 Bn |