Equitable Holdings (EQH) Long-Term Investments (2017 - 2026)

Equitable Holdings' (EQH) quarterly Long-Term Investments came in at $9.9 billion in Q1 2026, down 91.66% year-on-year from $118.9 billion in Q1 2025, and down 91.8% quarter-over-quarter from $121.0 billion in Q4 2025.

Equitable Holdings (EQH) Long-Term Investments (2017 - 2026) Analysis & Trends

Equitable Holdings' Long-Term Investments history runs 10 years deep, the most recent figure standing at $9.9 billion for Q1 2026.

  • On a quarterly basis, Long-Term Investments fell 91.66% year-over-year to $9.9 billion in Q1 2026; TTM through Mar 2026 was $9.9 billion, a 91.66% decrease from a year earlier, with the FY2025 full-year figure at $121.0 billion, up 1317.41% from the prior year.
  • Long-Term Investments eased to $9.9 billion in Q1 2026 per EQH's latest filing, from $121.0 billion in the prior quarter.
  • Across five years, Long-Term Investments topped out at $121.8 billion in Q2 2025 and bottomed at $2.8 billion in Q3 2022.
  • The 5-year median for Long-Term Investments is $96.2 billion (2023), against an average of $71.0 billion.
  • Across the five-year window, Long-Term Investments sank 97.21% in 2022 and jumped 3312.04% in 2023, its largest moves.
  • Year by year, Long-Term Investments stood at $93.1 billion in 2022, then tumbled by 92.78% to $6.7 billion in 2023, then rose by 27.06% to $8.5 billion in 2024, then surged by 1317.41% to $121.0 billion in 2025, then tumbled by 91.8% to $9.9 billion in 2026.
  • Per Business Quant, the three latest EQH Long-Term Investments figures stand at $9.9 billion (Q1 2026), $121.0 billion (Q4 2025), and $8.9 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Equitable Holdings 13.35 Bn 4.68 Bn 3.85 Bn 9.92 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 9.92 Bn
Dec 31, 2025 121.00 Bn
Sep 30, 2025 8.85 Bn
Jun 30, 2025 121.80 Bn
Mar 31, 2025 118.91 Bn
Dec 31, 2024 8.54 Bn
Sep 30, 2024 114.25 Bn
Jun 30, 2024 107.73 Bn
Mar 31, 2024 102.62 Bn
Dec 31, 2023 6.72 Bn
Sep 30, 2023 97.21 Bn
Jun 30, 2023 5.24 Bn
Mar 31, 2023 96.22 Bn
Dec 31, 2022 93.10 Bn
Sep 30, 2022 2.85 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
Jun 30, 2021 2.74 Bn