Equitable Holdings (EQH-PC) Invested Capital (2017 - 2026)
Equitable Holdings' quarterly Invested Capital came in at $273.0 million in Q1 2026, down 93.51% year-on-year from $4.2 billion in Q1 2025, and up 657.14% quarter-over-quarter from -$49.0 million in Q4 2025.
Equitable Holdings has reported Invested Capital for 10 years, with the latest figure at $273.0 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 93.51% year-over-year to $273.0 million; the trailing twelve-month figure through Mar 2026 stood at $273.0 million (down 93.51% YoY), and the FY2025 full-year result was -$49.0 million, down 101.43% from the prior year.
- Invested Capital for Q1 2026 stood at $273.0 million, up from -$49.0 million in the prior quarter.
- The five-year high for Invested Capital was $13.5 billion in Q1 2022, with the low at -$49.0 million in Q4 2025.
- Average Invested Capital over 5 years is $4.6 billion, with a median of $3.7 billion recorded in 2024.
- Year-over-year, Invested Capital jumped 53.63% in 2024 and sank 101.43% in 2025.
- Tracing EQH-PC's Invested Capital over 5 years: stood at $3.9 billion in 2022, then retreated by 26.41% to $2.9 billion in 2023, then grew by 18.44% to $3.4 billion in 2024, then plunged by 101.43% to -$49.0 million in 2025, then soared 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 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 |
| Mar 31, 2021 | 16.29 Bn |
| Dec 31, 2020 | 21.29 Bn |
| Sep 30, 2020 | 22.97 Bn |
| Jun 30, 2020 | 23.15 Bn |
| Mar 31, 2020 | 25.75 Bn |
| Dec 31, 2019 | 19.16 Bn |
| Sep 30, 2019 | 21.28 Bn |
| Jun 30, 2019 | 21.07 Bn |
| Mar 31, 2019 | 19.54 Bn |
| Dec 31, 2018 | 20.32 Bn |
| Sep 30, 2018 | 18.68 Bn |
| Jun 30, 2018 | 19.77 Bn |
| Mar 31, 2018 | 18.96 Bn |
| Dec 31, 2017 | 18.82 Bn |
| Sep 30, 2017 | 12.40 Bn |
| Jun 30, 2017 | 12.36 Bn |
| Mar 31, 2017 | 14.38 Bn |