Growth Metrics

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

Equitable Holdings' quarterly Cash & Current Investments came in at $10.3 billion in Q1 2026, up 15.8% year-on-year from $8.9 billion in Q1 2025, and down 19.59% quarter-over-quarter from $12.7 billion in Q4 2025.

Equitable Holdings has reported Cash & Current Investments for 10 years, with the latest figure at $10.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Cash & Current Investments rose 15.8% year-over-year to $10.3 billion; the trailing twelve-month figure through Mar 2026 stood at $10.3 billion (up 15.8% YoY), and the FY2025 full-year result was $12.7 billion, up 72.34% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $10.3 billion, down from $12.7 billion in the prior quarter.
  • The five-year high for Cash & Current Investments was $15.2 billion in Q3 2025, with the low at $4.2 billion in Q3 2022.
  • Average Cash & Current Investments over 5 years is $8.8 billion, with a median of $8.3 billion recorded in 2023.
  • Year-over-year, Cash & Current Investments sank 47.88% in 2022 and jumped 92.32% in 2024.
  • Tracing EQH-PC's Cash & Current Investments over 5 years: stood at $4.3 billion in 2022, then soared by 91.42% to $8.3 billion in 2023, then retreated by 10.88% to $7.4 billion in 2024, then soared by 72.34% to $12.7 billion in 2025, then slipped 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 158.51 Bn 148.89 Bn - 9.84 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 2.45 Bn
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 1.05 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 851.00 Mn
6 State Street 44.42 Bn 18.75 Bn - 8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 869.31 Mn
10 Equitable Holdings - - 3.83 Bn 10.25 Bn

Historic Data

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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
Mar 31, 2021 11.60 Bn
Dec 31, 2020 6.22 Bn
Sep 30, 2020 14.46 Bn
Jun 30, 2020 14.96 Bn
Mar 31, 2020 16.85 Bn
Dec 31, 2019 4.44 Bn
Sep 30, 2019 13.41 Bn
Jun 30, 2019 14.38 Bn
Mar 31, 2019 18.26 Bn
Dec 31, 2018 4.38 Bn
Sep 30, 2018 19.77 Bn
Jun 30, 2018 20.98 Bn
Mar 31, 2018 21.75 Bn
Dec 31, 2017 4.62 Bn
Sep 30, 2017 6.45 Bn
Mar 31, 2017 5.47 Bn