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