Equitable Holdings (EQH) Long-Term Investments (2017 - 2026)
Equitable Holdings (EQH) posted Long-Term Investments of $125.9 billion for Q2 2026, up 3.43% on a QoQ basis from $121.7 billion in Q1 2026, and up 3.33% year-over-year from $121.8 billion in Q2 2025.
Analysis
Equitable Holdings (EQH) Long-Term Investments (2017 - 2026) Analysis & Trends
Equitable Holdings has reported Long-Term Investments for 10 years, with the latest figure at $125.9 billion in Q2 2026.
- On a quarterly basis, Long-Term Investments rose 3.33% year-over-year to $125.9 billion in Q2 2026; TTM through Jun 2026 was $125.9 billion, a 3.33% increase from a year earlier, with the FY2025 full-year figure at $121.0 billion, up 3.92% from the prior year.
- Long-Term Investments was $125.9 billion for Q2 2026 at Equitable Holdings, up from $121.7 billion in the prior quarter.
- The five-year high for Long-Term Investments was $125.9 billion in Q2 2026, with the low at $92.5 billion in Q3 2022.
- Average Long-Term Investments over 5 years is $107.7 billion, with a median of $105.2 billion recorded in 2024.
- The sharpest annual moves came in 2022 and 2024: Long-Term Investments declined 11.43% in 2022, then rose 17.53% in 2024.
- Over 5 years, Long-Term Investments stood at $93.1 billion in 2022, then advanced by 9.75% to $102.2 billion in 2023, then increased by 13.96% to $116.4 billion in 2024, then grew by 3.92% to $121.0 billion in 2025, then advanced by 4.01% to $125.9 billion in 2026.
- The last three Long-Term Investments figures came in at $125.9 billion (Q2 2026), $121.7 billion (Q1 2026), and $121.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 41.65 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 482.56 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 151.99 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 20.79 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 125.85 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 12.20 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 264.55 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 75.31 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 4.73 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 143.31 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 125.85 Bn |
| Mar 31, 2026 | 121.68 Bn |
| Dec 31, 2025 | 121.00 Bn |
| Sep 30, 2025 | 116.51 Bn |
| Jun 30, 2025 | 121.80 Bn |
| Mar 31, 2025 | 118.91 Bn |
| Dec 31, 2024 | 116.44 Bn |
| Sep 30, 2024 | 114.25 Bn |
| Jun 30, 2024 | 107.73 Bn |
| Mar 31, 2024 | 102.62 Bn |
| Dec 31, 2023 | 102.17 Bn |
| Sep 30, 2023 | 97.21 Bn |
| Jun 30, 2023 | 97.72 Bn |
| Mar 31, 2023 | 96.22 Bn |
| Dec 31, 2022 | 93.10 Bn |
| Sep 30, 2022 | 92.52 Bn |
| Jun 30, 2022 | 93.22 Bn |
| Mar 31, 2022 | 98.78 Bn |
| Dec 31, 2021 | 105.11 Bn |
| Sep 30, 2021 | 102.01 Bn |