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