Equitable Holdings (EQH) Short-term Investments (2017 - 2026)

Equitable Holdings' (EQH) quarterly Short-term Investments came in at $351.0 million in Q1 2026, down 54.53% year-on-year from $772.0 million in Q1 2025, and down 29.66% quarter-over-quarter from $499.0 million in Q4 2025.

Equitable Holdings (EQH) Short-term Investments (2017 - 2026) Analysis & Trends

Equitable Holdings' Short-term Investments history runs 10 years deep, the most recent figure standing at $351.0 million for Q1 2026.

  • On a quarterly basis, Short-term Investments fell 54.53% year-over-year to $351.0 million in Q1 2026; TTM through Mar 2026 was $351.0 million, a 54.53% decrease from a year earlier, with the FY2025 full-year figure at $499.0 million, down 54.18% from the prior year.
  • Short-term Investments retreated to $351.0 million in Q1 2026 per EQH's latest filing, from $499.0 million in the prior quarter.
  • Across five years, Short-term Investments topped out at $2.2 billion in Q3 2024 and bottomed at $351.0 million in Q1 2026.
  • The 5-year median for Short-term Investments is $1.1 billion (2024), against an average of $1.2 billion.
  • Across the five-year window, Short-term Investments surged 131.04% in 2024 and slumped 76.05% in 2025, its largest moves.
  • Year by year, Short-term Investments stood at $1.5 billion in 2022, then slumped by 30.55% to $1.1 billion in 2023, then gained by 3.03% to $1.1 billion in 2024, then slumped by 54.18% to $499.0 million in 2025, then decreased by 29.66% to $351.0 million in 2026.
  • Per Business Quant, the three latest EQH Short-term Investments figures stand at $351.0 million (Q1 2026), $499.0 million (Q4 2025), and $1.6 billion (Q3 2025).

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 351.00 Mn
Dec 31, 2025 499.00 Mn
Sep 30, 2025 1.60 Bn
Jun 30, 2025 483.00 Mn
Mar 31, 2025 772.00 Mn
Dec 31, 2024 1.09 Bn
Sep 30, 2024 2.22 Bn
Jun 30, 2024 2.02 Bn
Mar 31, 2024 1.34 Bn
Dec 31, 2023 1.06 Bn
Sep 30, 2023 1.01 Bn
Jun 30, 2023 873.00 Mn
Mar 31, 2023 828.00 Mn
Dec 31, 2022 1.52 Bn
Sep 30, 2022 1.34 Bn
Jun 30, 2022 1.75 Bn
Mar 31, 2022 1.69 Bn
Dec 31, 2021 1.50 Bn
Sep 30, 2021 909.00 Mn
Jun 30, 2021 1.04 Bn