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| Date | Value |
|---|---|
| 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 |