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
DateValue
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