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

Equitable Holdings' (EQH) quarterly Cash & Current Investments came in at $10.3 billion in Q1 2026, up 14.76% year-on-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.

  • On a quarterly basis, Cash & Current Investments rose 14.76% year-over-year to $10.3 billion in Q1 2026; TTM through Mar 2026 was $10.3 billion, a 14.76% increase from a year earlier, with the FY2025 full-year figure at $13.0 billion, up 60.95% from the prior year.
  • Cash & Current Investments declined to $10.3 billion in Q1 2026 per EQH's latest filing, from $13.0 billion in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $15.4 billion in Q2 2025 and bottomed 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.
  • Across the five-year window, Cash & Current Investments plunged 36.24% in 2022 and soared 100.09% in 2024, its largest moves.
  • Year by year, Cash & Current Investments stood at $5.8 billion in 2022, then surged by 60.19% to $9.3 billion in 2023, then retreated by 13.37% to $8.1 billion in 2024, then surged by 60.95% to $13.0 billion in 2025, then dropped by 20.88% to $10.3 billion in 2026.
  • Per Business Quant, the three latest EQH Cash & Current Investments figures stand at $10.3 billion (Q1 2026), $13.0 billion (Q4 2025), and $15.2 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn 44.59 Bn
2 BlackRock 165.12 Bn 151.98 Bn - 13.15 Bn
3 Blackstone 103.58 Bn 101.13 Bn - 2.45 Bn
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - 1.05 Bn
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn -
6 State Street 51.18 Bn 51.18 Bn - -
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn 9.27 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn - 14.96 Bn
9 Northern Trust 33.84 Bn 33.84 Bn - -
10 Equitable Holdings 13.69 Bn 3.44 Bn 3.85 Bn 10.26 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 6.80 Bn