Equitable Holdings (EQH-PA) Invested Capital (2017 - 2026)
Equitable Holdings (EQH-PA) recorded quarterly Invested Capital of $273.0 million in Q1 2026, up 657.14% quarter-over-quarter from -$49.0 million in Q4 2025, and down 93.51% on a YoY basis from $4.2 billion in Q1 2025.
Equitable Holdings (EQH-PA) Invested Capital (2017 - 2026) Analysis & Trends
Equitable Holdings' Invested Capital history runs 10 years deep, the most recent figure standing at $273.0 million for Q1 2026.
- In Q1 2026, Invested Capital fell 93.51% year-over-year to $273.0 million; the TTM figure through Mar 2026 stood at $273.0 million (down 93.51% YoY), while the FY2025 annual figure was -$49.0 million, down 101.43% from the prior year.
- Invested Capital was $273.0 million for Q1 2026 at Equitable Holdings, up from -$49.0 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $13.5 billion in Q1 2022 to a low of -$49.0 million in Q4 2025.
- Historically, Invested Capital has averaged $4.6 billion across 5 years, with a median of $3.7 billion in 2024.
- The sharpest annual moves came in 2024 and 2025: Invested Capital surged 53.63% in 2024, then sank 101.43% in 2025.
- A 5-year view of Invested Capital shows it stood at $3.9 billion in 2022, then fell by 26.41% to $2.9 billion in 2023, then climbed by 18.44% to $3.4 billion in 2024, then sank by 101.43% to -$49.0 million in 2025, then surged by 657.14% to $273.0 million in 2026.
- The last three Invested Capital figures came in at $273.0 million (Q1 2026), -$49.0 million (Q4 2025), and $148.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 8.37 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.99 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 12.75 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.57 Bn |
| 10 | Equitable Holdings | - | - | 3.83 Bn | 273.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 273.00 Mn |
| Dec 31, 2025 | -49.00 Mn |
| Sep 30, 2025 | 148.00 Mn |
| Jun 30, 2025 | 2.61 Bn |
| Mar 31, 2025 | 4.21 Bn |
| Dec 31, 2024 | 3.42 Bn |
| Sep 30, 2024 | 4.96 Bn |
| Jun 30, 2024 | 3.34 Bn |
| Mar 31, 2024 | 3.72 Bn |
| Dec 31, 2023 | 2.89 Bn |
| Sep 30, 2023 | 3.23 Bn |
| Jun 30, 2023 | 5.26 Bn |
| Mar 31, 2023 | 6.24 Bn |
| Dec 31, 2022 | 3.93 Bn |
| Sep 30, 2022 | 8.98 Bn |
| Jun 30, 2022 | 11.20 Bn |
| Mar 31, 2022 | 13.50 Bn |
| Dec 31, 2021 | 15.85 Bn |
| Sep 30, 2021 | 17.01 Bn |
| Jun 30, 2021 | 17.22 Bn |