Equitable Holdings (EQH) Cash & Current Investments (2017 - 2026)
Equitable Holdings (EQH) posted Cash & Current Investments of $18.9 billion for Q2 2026, up 63.93% on a QoQ basis from $11.5 billion in Q1 2026, and up 16.49% year-over-year from $16.3 billion in Q2 2025.
Analysis
Equitable Holdings (EQH) Cash & Current Investments (2017 - 2026) Analysis & Trends
Equitable Holdings has reported Cash & Current Investments for 10 years, with the latest figure at $18.9 billion in Q2 2026.
- On a quarterly basis, Cash & Current Investments rose 16.49% year-over-year to $18.9 billion in Q2 2026; TTM through Jun 2026 was $18.9 billion, a 16.49% increase from a year earlier, with the FY2025 full-year figure at $14.0 billion, up 74.27% from the prior year.
- Cash & Current Investments was $18.9 billion for Q2 2026 at Equitable Holdings, up from $11.5 billion in the prior quarter.
- The five-year high for Cash & Current Investments was $18.9 billion in Q2 2026, with the low at $5.5 billion in Q3 2022.
- Average Cash & Current Investments over 5 years is $10.3 billion, with a median of $9.3 billion recorded in 2023.
- The sharpest annual moves came in 2022 and 2024: Cash & Current Investments tumbled 36.24% in 2022, then jumped 92.61% in 2024.
- Over 5 years, Cash & Current Investments stood at $5.8 billion in 2022, then soared by 60.19% to $9.3 billion in 2023, then decreased by 13.37% to $8.1 billion in 2024, then surged by 74.27% to $14.0 billion in 2025, then surged by 34.9% to $18.9 billion in 2026.
- The last three Cash & Current Investments figures came in at $18.9 billion (Q2 2026), $11.5 billion (Q1 2026), and $14.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | - |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 27.32 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 1.17 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 198.33 Mn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 18.93 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 12.78 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 305.63 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 5.99 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 633.00 Mn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 11.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 18.93 Bn |
| Mar 31, 2026 | 11.55 Bn |
| Dec 31, 2025 | 14.03 Bn |
| Sep 30, 2025 | 15.20 Bn |
| Jun 30, 2025 | 16.25 Bn |
| Mar 31, 2025 | 9.37 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 | 6.07 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 |