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