Equitable Holdings EQH
NYSE EQH
$48.90 +0.15 (+0.31%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Equitable Holdings (EQH) posted quarterly Cash & Current Investments of $10.3 billion for Q1 2026, up 14.76% year-over-year from $8.9 billion in Q1 2025, and down 20.88% quarter-over-quarter from $13.0 billion in Q4 2025.

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

Equitable Holdings' Cash & Current Investments history runs 10 years deep, the most recent figure standing at $10.3 billion for Q1 2026.

  • In Q1 2026, Cash & Current Investments rose 14.76% year-over-year to $10.3 billion; the TTM figure through Mar 2026 stood at $10.3 billion (up 14.76% YoY), while the FY2025 annual figure was $13.0 billion, up 60.95% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $10.3 billion, down from $13.0 billion in the prior quarter.
  • The five-year high for Cash & Current Investments was $15.4 billion in Q2 2025, with the low at $5.5 billion in Q3 2022.
  • The 5-year median for Cash & Current Investments is $8.9 billion (2025), against an average of $9.6 billion.
  • The sharpest annual moves came in 2022 and 2024: Cash & Current Investments tumbled 36.24% in 2022, then soared 100.09% in 2024.
  • Equitable Holdings' Cash & Current Investments stood at $5.8 billion in 2022, then jumped by 60.19% to $9.3 billion in 2023, then fell by 13.37% to $8.1 billion in 2024, then jumped by 60.95% to $13.0 billion in 2025, then slipped by 20.88% to $10.3 billion in 2026.
  • Business Quant data shows EQH's Cash & Current Investments at $10.3 billion in Q1 2026, $13.0 billion in Q4 2025, and $15.2 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 13.87 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 2.51 Bn
3 Kkr 97.26 Bn -179.81 Bn - 277.07 Bn
4 Brookfield 93.07 Bn 45.66 Bn - 47.40 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 1.50 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 25.37 Bn
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 11.05 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 13.25 Bn
10 Equitable Holdings 13.61 Bn -5.33 Bn 1.22 Bn 18.93 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 18.93 Bn
Mar 31, 2026 10.26 Bn
Dec 31, 2025 12.96 Bn
Sep 30, 2025 15.20 Bn
Jun 30, 2025 15.44 Bn
Mar 31, 2025 8.94 Bn
Dec 31, 2024 8.05 Bn
Sep 30, 2024 11.79 Bn
Jun 30, 2024 11.70 Bn
Mar 31, 2024 11.70 Bn
Dec 31, 2023 9.30 Bn
Sep 30, 2023 7.11 Bn
Jun 30, 2023 8.57 Bn
Mar 31, 2023 5.85 Bn
Dec 31, 2022 5.80 Bn
Sep 30, 2022 5.47 Bn
Jun 30, 2022 6.86 Bn
Mar 31, 2022 7.41 Bn
Dec 31, 2021 6.69 Bn
Sep 30, 2021 6.16 Bn