Equitable Holdings (EQH-PA) Cash & Current Investments (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Cash & Current Investments of $10.3 billion in Q1 2026, down 19.59% quarter-over-quarter from $12.7 billion in Q4 2025, and up 15.8% on a YoY basis from $8.9 billion in Q1 2025.

Equitable Holdings (EQH-PA) Cash & Current Investments (2017 - 2026) Analysis & Trends

Equitable Holdings' Cash & Current Investments history runs 10 years deep, the most recent figure standing at $10.3 billion for Q1 2026.

  • In Q1 2026, Cash & Current Investments rose 15.8% year-over-year to $10.3 billion; the TTM figure through Mar 2026 stood at $10.3 billion (up 15.8% YoY), while the FY2025 annual figure was $12.7 billion, up 72.34% from the prior year.
  • Cash & Current Investments was $10.3 billion for Q1 2026 at Equitable Holdings, down from $12.7 billion in the prior quarter.
  • In the past five years, Cash & Current Investments ranged from a high of $15.2 billion in Q3 2025 to a low of $4.2 billion in Q3 2022.
  • Historically, Cash & Current Investments has averaged $8.8 billion across 5 years, with a median of $8.3 billion in 2023.
  • The sharpest annual moves came in 2022 and 2024: Cash & Current Investments sank 47.88% in 2022, then surged 92.32% in 2024.
  • A 5-year view of Cash & Current Investments shows it stood at $4.3 billion in 2022, then surged by 91.42% to $8.3 billion in 2023, then fell by 10.88% to $7.4 billion in 2024, then surged by 72.34% to $12.7 billion in 2025, then decreased by 19.59% to $10.3 billion in 2026.
  • The last three Cash & Current Investments figures came in at $10.3 billion (Q1 2026), $12.7 billion (Q4 2025), and $15.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 9.84 Bn
2 Blackstone 96.40 Bn 95.35 Bn - 2.45 Bn
3 Kkr 85.87 Bn 133.39 Bn - -
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 851.00 Mn
5 State Street 46.62 Bn 20.95 Bn - 8.49 Bn
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 128.00 Mn
7 Northern Trust 32.35 Bn 32.35 Bn - -
8 Ares Management 30.25 Bn 33.62 Bn - 869.31 Mn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 11.29 Bn
10 Equitable Holdings - - 3.83 Bn 10.25 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 10.25 Bn
Dec 31, 2025 12.75 Bn
Sep 30, 2025 15.20 Bn
Jun 30, 2025 15.08 Bn
Mar 31, 2025 8.85 Bn
Dec 31, 2024 7.40 Bn
Sep 30, 2024 10.01 Bn
Jun 30, 2024 9.74 Bn
Mar 31, 2024 11.24 Bn
Dec 31, 2023 8.30 Bn
Sep 30, 2023 6.17 Bn
Jun 30, 2023 7.75 Bn
Mar 31, 2023 5.85 Bn
Dec 31, 2022 4.34 Bn
Sep 30, 2022 4.19 Bn
Jun 30, 2022 5.65 Bn
Mar 31, 2022 6.04 Bn
Dec 31, 2021 5.41 Bn
Sep 30, 2021 5.47 Bn
Jun 30, 2021 6.76 Bn