Equitable Holdings (EQH) Assets Average (2017 - 2026)
Equitable Holdings' (EQH) quarterly Assets Average came in at $314.2 billion in Q1 2026, up 7.77% year-on-year from $291.5 billion in Q1 2025, and up 90.65% quarter-over-quarter from $164.8 billion in Q4 2025.
Equitable Holdings (EQH) Assets Average (2017 - 2026) Analysis & Trends
Equitable Holdings' Assets Average history runs 10 years deep, the most recent figure standing at $314.2 billion for Q1 2026.
- On a quarterly basis, Assets Average rose 7.77% year-over-year to $314.2 billion in Q1 2026; TTM through Mar 2026 was $314.2 billion, a 7.77% increase from a year earlier, with the FY2025 full-year figure at $306.9 billion, up 7.21% from the prior year.
- Assets Average advanced to $314.2 billion in Q1 2026 per EQH's latest filing, from $164.8 billion in the prior quarter.
- Across five years, Assets Average topped out at $314.2 billion in Q1 2026 and bottomed at $157.3 billion in Q3 2025.
- The 5-year median for Assets Average is $268.5 billion (2023), against an average of $263.9 billion.
- Across the five-year window, Assets Average grew 10.81% in 2024 and tumbled 46.34% in 2025, its largest moves.
- Year by year, Assets Average stood at $249.2 billion in 2022, then rose by 7.76% to $268.5 billion in 2023, then increased by 10.73% to $297.3 billion in 2024, then slumped by 44.57% to $164.8 billion in 2025, then jumped by 90.65% to $314.2 billion in 2026.
- Per Business Quant, the three latest EQH Assets Average figures stand at $314.2 billion (Q1 2026), $164.8 billion (Q4 2025), and $157.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Equitable Holdings | 13.35 Bn | 4.68 Bn | 3.85 Bn | 314.19 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 314.19 Bn |
| Dec 31, 2025 | 164.80 Bn |
| Sep 30, 2025 | 157.34 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 |
| Jun 30, 2021 | 281.41 Bn |