Equitable Holdings (EQH) Invested Capital (2017 - 2025)

Equitable Holdings' (EQH) quarterly Invested Capital came in at $25.0 million in Q4 2025, down 90.16% quarter-over-quarter from $254.0 million in Q4 2023.

Equitable Holdings (EQH) Invested Capital (2017 - 2025) Analysis & Trends

Equitable Holdings' Invested Capital history runs 8 years deep, the most recent figure standing at $25.0 million for Q4 2025.

  • On a quarterly basis, Invested Capital changed N/A year-over-year to $25.0 million in Q4 2025; TTM through Mar 2026 was $25.0 million, a N/A change from a year earlier, with the FY2025 full-year figure at $25.0 million, changed N/A from the prior year.
  • Invested Capital fell to $25.0 million in Q4 2025 per EQH's latest filing, from $254.0 million in the prior quarter.
  • Across five years, Invested Capital topped out at $4.1 billion in Q3 2022 and bottomed at $25.0 million in Q4 2025.
  • The 4-year median for Invested Capital is $3.9 billion (2021), against an average of $2.7 billion.
  • Across the five-year window, Invested Capital rose 6.49% in 2022 and tumbled 81.43% in 2023, its largest moves.
  • Year by year, Invested Capital stood at $3.9 billion in 2021, then sank by 80.69% to $759.0 million in 2022, then slumped by 66.53% to $254.0 million in 2023, then plunged by 90.16% to $25.0 million in 2025.
  • Per Business Quant, the three latest EQH Invested Capital figures stand at $25.0 million (Q4 2025), $254.0 million (Q4 2023), and $751.0 million (Q1 2023).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Equitable Holdings 13.35 Bn 4.68 Bn 3.85 Bn -

Historic Data

Download Data
DateValue
Dec 31, 2025 25.00 Mn
Dec 31, 2023 254.00 Mn
Mar 31, 2023 751.00 Mn
Dec 31, 2022 759.00 Mn
Sep 30, 2022 4.09 Bn
Jun 30, 2022 4.09 Bn
Mar 31, 2022 4.04 Bn
Dec 31, 2021 3.93 Bn
Sep 30, 2021 3.84 Bn
Jun 30, 2021 3.92 Bn
Mar 31, 2021 4.02 Bn
Dec 31, 2020 4.12 Bn
Sep 30, 2020 4.11 Bn
Jun 30, 2020 4.11 Bn
Mar 31, 2020 4.22 Bn
Dec 31, 2019 4.11 Bn
Sep 30, 2019 4.79 Bn
Jun 30, 2019 4.85 Bn
Mar 31, 2019 4.95 Bn
Dec 31, 2018 4.96 Bn