Equitable Holdings (EQH) Invested Capital (2017 - 2026)
Equitable Holdings (EQH) posted Invested Capital of $4.7 billion for Q2 2026, down 17.55% on a QoQ basis from $5.7 billion in Q1 2026, and down 32.29% year-over-year from $6.9 billion in Q2 2025.
Analysis
Equitable Holdings (EQH) Invested Capital (2017 - 2026) Analysis & Trends
Equitable Holdings has reported Invested Capital for 10 years, with the latest figure at $4.7 billion in Q2 2026.
- On a quarterly basis, Invested Capital fell 32.29% year-over-year to $4.7 billion in Q2 2026; TTM through Jun 2026 was $4.7 billion, a 32.29% decrease from a year earlier, with the FY2025 full-year figure at $5.4 billion, down 26.25% from the prior year.
- Invested Capital was $4.7 billion for Q2 2026 at Equitable Holdings, down from $5.7 billion in the prior quarter.
- The five-year high for Invested Capital was $10.8 billion in Q1 2023, with the low at $4.7 billion in Q2 2026.
- Average Invested Capital over 5 years is $7.6 billion, with a median of $7.4 billion recorded in 2024.
- The sharpest annual moves came in 2022 and 2024: Invested Capital tumbled 57.6% in 2022, then climbed 24.71% in 2024.
- Over 5 years, Invested Capital stood at $8.0 billion in 2022, then grew by 8.68% to $8.7 billion in 2023, then fell by 16.63% to $7.3 billion in 2024, then decreased by 26.25% to $5.4 billion in 2025, then fell by 12.22% to $4.7 billion in 2026.
- The last three Invested Capital figures came in at $4.7 billion (Q2 2026), $5.7 billion (Q1 2026), and $5.4 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 51.93 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 33.81 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 27.72 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 9.38 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 4.70 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 19.01 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | - |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 13.33 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 3.68 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 18.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.70 Bn |
| Mar 31, 2026 | 5.70 Bn |
| Dec 31, 2025 | 5.35 Bn |
| Sep 30, 2025 | 5.44 Bn |
| Jun 30, 2025 | 6.94 Bn |
| Mar 31, 2025 | 8.54 Bn |
| Dec 31, 2024 | 7.26 Bn |
| Sep 30, 2024 | 8.79 Bn |
| Jun 30, 2024 | 7.17 Bn |
| Mar 31, 2024 | 7.54 Bn |
| Dec 31, 2023 | 8.70 Bn |
| Sep 30, 2023 | 7.05 Bn |
| Jun 30, 2023 | 9.08 Bn |
| Mar 31, 2023 | 10.81 Bn |
| Dec 31, 2022 | 8.01 Bn |
| Sep 30, 2022 | 6.09 Bn |
| Jun 30, 2022 | 8.31 Bn |
| Mar 31, 2022 | 10.66 Bn |
| Dec 31, 2021 | 15.94 Bn |
| Sep 30, 2021 | 14.36 Bn |