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
DateValue
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