Equitable Holdings (EQH) Assets Average (2017 - 2026)
Equitable Holdings (EQH) posted Assets Average of $322.5 billion for Q2 2026, up 2.65% on a QoQ basis from $314.2 billion in Q1 2026, and up 9.24% year-over-year from $295.2 billion in Q2 2025.
Analysis
Equitable Holdings (EQH) Assets Average (2017 - 2026) Analysis & Trends
Equitable Holdings has reported Assets Average for 10 years, with the latest figure at $322.5 billion in Q2 2026.
- On a quarterly basis, Assets Average rose 9.24% year-over-year to $322.5 billion in Q2 2026; TTM through Jun 2026 was $322.5 billion, a 9.24% increase from a year earlier, with the FY2025 full-year figure at $306.9 billion, up 7.21% from the prior year.
- Assets Average was $322.5 billion for Q2 2026 at Equitable Holdings, up from $314.2 billion in the prior quarter.
- The five-year high for Assets Average was $322.5 billion in Q2 2026, with the low at $249.2 billion in Q4 2022.
- Average Assets Average over 5 years is $284.0 billion, with a median of $285.8 billion recorded in 2022.
- The sharpest annual moves came in 2022 and 2024: Assets Average retreated 13.62% in 2022, then climbed 10.81% in 2024.
- Over 5 years, Assets Average stood at $249.2 billion in 2022, then gained by 7.76% to $268.5 billion in 2023, then rose by 10.73% to $297.3 billion in 2024, then increased by 6.36% to $316.2 billion in 2025, then gained by 2.0% to $322.5 billion in 2026.
- The last three Assets Average figures came in at $322.5 billion (Q2 2026), $314.2 billion (Q1 2026), and $316.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Metlife | 61.90 Bn | 34.58 Bn | 7.82 Bn | 751.29 Bn |
| 2 | Manulife Financial | 24.69 Bn | 25.90 Bn | - | 769.71 Bn |
| 3 | Equitable Holdings | 14.57 Bn | -4.36 Bn | 1.22 Bn | 322.52 Bn |
| 4 | Jackson Financial | 9.65 Bn | 3.67 Bn | - | 353.30 Bn |
| 5 | Corebridge Financial | 9.40 Bn | -296.22 Bn | 2.79 Bn | 411.43 Bn |
| 6 | Primerica | 9.04 Bn | 8.41 Bn | 717.74 Mn | 14.73 Bn |
| 7 | Sun Life Financial | 8.56 Bn | 3.96 Bn | - | 298.97 Bn |
| 8 | Brookfield Wealth Solutions | 8.55 Bn | -4.23 Bn | 1.92 Bn | 180.88 Bn |
| 9 | Lincoln National | 8.42 Bn | -3.26 Bn | 2.62 Bn | 417.98 Bn |
| 10 | Prudential Financial | 5.24 Bn | -26.68 Bn | 7.91 Bn | 774.48 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 322.52 Bn |
| Mar 31, 2026 | 314.19 Bn |
| Dec 31, 2025 | 316.20 Bn |
| Sep 30, 2025 | 308.75 Bn |
| Jun 30, 2025 | 295.23 Bn |
| Mar 31, 2025 | 291.55 Bn |
| Dec 31, 2024 | 297.28 Bn |
| Sep 30, 2024 | 293.24 Bn |
| Jun 30, 2024 | 286.55 Bn |
| Mar 31, 2024 | 281.08 Bn |
| Dec 31, 2023 | 268.47 Bn |
| Sep 30, 2023 | 264.63 Bn |
| Jun 30, 2023 | 265.25 Bn |
| Mar 31, 2023 | 257.10 Bn |
| Dec 31, 2022 | 249.15 Bn |
| Sep 30, 2022 | 249.54 Bn |
| Jun 30, 2022 | 265.57 Bn |
| Mar 31, 2022 | 284.96 Bn |
| Dec 31, 2021 | 288.42 Bn |
| Sep 30, 2021 | 285.28 Bn |