Equitable Holdings EQH
NYSE EQH
$48.90 +0.15 (+0.31%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Equitable Holdings (EQH) posted quarterly Invested Capital of $25.0 million for 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.

  • In Q4 2025, Invested Capital changed N/A year-over-year to $25.0 million; the TTM figure through Mar 2026 stood at $25.0 million (changed N/A YoY), while the FY2025 annual figure was $25.0 million, changed N/A from the prior year.
  • Invested Capital for Q4 2025 stood at $25.0 million, down from $254.0 million in the prior quarter.
  • The five-year high for Invested Capital was $4.1 billion in Q3 2022, with the low 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.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital climbed 6.49% in 2022, then slumped 81.43% in 2023.
  • Equitable Holdings' Invested Capital stood at $3.9 billion in 2021, then slumped by 80.69% to $759.0 million in 2022, then tumbled by 66.53% to $254.0 million in 2023, then sank by 90.16% to $25.0 million in 2025.
  • Business Quant data shows EQH's Invested Capital at $25.0 million in Q4 2025, $254.0 million in Q4 2023, and $751.0 million in Q1 2023.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 7.88 Bn
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - 98.25 Mn
4 Brookfield 93.07 Bn 45.66 Bn - 1.10 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - 829.00 Mn
10 Equitable Holdings 13.61 Bn -5.33 Bn 1.22 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