Equitable Holdings (EQH) Cash & Current Investments (2017 - 2026)
Equitable Holdings' Cash & Current Investments came in at $18.93 billion for Q2 2026, up 16.5% from $16.25 billion a year earlier and up 63.9% from the prior quarter.
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Analysis
Equitable Holdings (EQH) Cash & Current Investments (2017 - 2026) Analysis & Trends
At the end of FY2025, Equitable Holdings' Cash & Current Investments was $14.03 billion, up 74.3% from FY2024.
- Cash & Current Investments carries a five-year compound annual growth rate of 3.6% (FY2020 to FY2025).
- Going back by year, Cash & Current Investments was $8.05 billion in FY2024 (-13.4%), $9.3 billion in FY2023 (+87.5%), $4.96 billion in FY2022 (-14.8%) and $5.82 billion in FY2021 (-50.4%).
- The Q2 2026 figure represents the highest quarterly Cash & Current Investments since Q4 2018.
- Year-over-year, Cash & Current Investments has increased for five consecutive quarters, with growth averaging 26.8% over the last eight quarters.
- The fastest year-over-year change in Cash & Current Investments over five years came in Q1 2024 (growth of 100.1%), and the weakest in Q3 2021 (a decline of 60.9%).
- Business Quant data shows EQH's Cash & Current Investments at $11.55 billion (Q1 2026), $14.03 billion (Q4 2025) and $15.2 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | 364.39 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 13.77 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | 5.00 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 1.84 Bn |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 4.58 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 19.38 Bn |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 1.39 Bn |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 1.27 Bn |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 11.16 Bn |
| 10 | Equitable Holdings | 14.41 Bn | -43.66 Bn | 1.22 Bn | 18.93 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 | 5.85 Bn |
| Dec 31, 2022 | 4.96 Bn |
| Sep 30, 2022 | 4.77 Bn |
| Jun 30, 2022 | 5.65 Bn |
| Mar 31, 2022 | 6.30 Bn |
| Dec 31, 2021 | 5.82 Bn |
| Sep 30, 2021 | 5.84 Bn |
API Access
Equitable Holdings Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "EQH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();