Equitable Holdings (EQH-PA) Long-Term Investments (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Long-Term Investments of $121.7 billion in Q1 2026, up 0.56% quarter-over-quarter from $121.0 billion in Q4 2025, and up 2.33% on a YoY basis from $118.9 billion in Q1 2025.

Equitable Holdings (EQH-PA) Long-Term Investments (2017 - 2026) Analysis & Trends

Equitable Holdings' Long-Term Investments history runs 10 years deep, the most recent figure standing at $121.7 billion for Q1 2026.

  • In Q1 2026, Long-Term Investments rose 2.33% year-over-year to $121.7 billion; the TTM figure through Mar 2026 stood at $121.7 billion (up 2.33% YoY), while the FY2025 annual figure was $121.0 billion, up 3.92% from the prior year.
  • Long-Term Investments was $121.7 billion for Q1 2026 at Equitable Holdings, up from $121.0 billion in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $121.8 billion in Q2 2025 to a low of $4.6 billion in Q1 2023.
  • Historically, Long-Term Investments has averaged $78.1 billion across 5 years, with a median of $97.2 billion in 2023.
  • The sharpest annual moves came in 2022 and 2023: Long-Term Investments soared 3378.08% in 2022, then sank 95.33% in 2023.
  • A 5-year view of Long-Term Investments shows it stood at $93.1 billion in 2022, then sank by 92.78% to $6.7 billion in 2023, then jumped by 1633.01% to $116.4 billion in 2024, then climbed by 3.92% to $121.0 billion in 2025, then climbed by 0.56% to $121.7 billion in 2026.
  • The last three Long-Term Investments figures came in at $121.7 billion (Q1 2026), $121.0 billion (Q4 2025), and $8.9 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 14.57 Bn
2 Blackstone 96.40 Bn 95.35 Bn - 32.75 Bn
3 Kkr 85.87 Bn 133.39 Bn - 77.47 Bn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 3.10 Bn
5 State Street 46.62 Bn 20.95 Bn - 586.00 Mn
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 32.35 Bn 32.35 Bn - -
8 Ares Management 30.25 Bn 33.62 Bn - -1.48 Bn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 399.00 Mn
10 Equitable Holdings - - 3.83 Bn 121.68 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 121.68 Bn
Dec 31, 2025 121.00 Bn
Sep 30, 2025 8.85 Bn
Jun 30, 2025 121.80 Bn
Mar 31, 2025 118.91 Bn
Dec 31, 2024 116.44 Bn
Sep 30, 2024 114.25 Bn
Jun 30, 2024 107.73 Bn
Mar 31, 2024 5.72 Bn
Dec 31, 2023 6.72 Bn
Sep 30, 2023 97.21 Bn
Jun 30, 2023 5.24 Bn
Mar 31, 2023 4.61 Bn
Dec 31, 2022 93.10 Bn
Sep 30, 2022 92.52 Bn
Jun 30, 2022 93.22 Bn
Mar 31, 2022 98.78 Bn
Dec 31, 2021 105.11 Bn
Sep 30, 2021 2.66 Bn
Jun 30, 2021 2.74 Bn