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| 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 |