Equitable Holdings (EQH) Short-term Investments (2017 - 2026)
Equitable Holdings' Short-term Investments came in at $1.75 billion for Q2 2026, up 35.1% from $1.3 billion a year earlier and up 6.3% from the prior quarter.
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Analysis
Equitable Holdings (EQH) Short-term Investments (2017 - 2026) Analysis & Trends
At the end of FY2025, Equitable Holdings' Short-term Investments was $1.57 billion, up 44.4% from FY2024.
- Short-term Investments has increased in each of the last four years, though with a five-year compound annual growth rate of -22.3% (FY2020 to FY2025).
- Going back by year, Short-term Investments was $1.09 billion in FY2024 (+3.0%), $1.06 billion in FY2023 (+56.1%), $677 million in FY2022 (+7.3%) and $631 million in FY2021 (-88.6%).
- The Q2 2026 figure represents the highest quarterly Short-term Investments since Q3 2024.
- Year-over-year, Short-term Investments has increased for three consecutive quarters, with growth averaging 20.6% over the last eight quarters.
- The fastest year-over-year change in Short-term Investments over five years came in Q2 2024 (growth of 131.0%), and the weakest in Q3 2021 (a decline of 90.6%).
- Business Quant data shows EQH's Short-term Investments at $1.65 billion (Q1 2026), $1.57 billion (Q4 2025) and $1.6 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn |
| 10 | Equitable Holdings | 14.41 Bn | -43.66 Bn | 1.22 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.75 Bn |
| Mar 31, 2026 | 1.65 Bn |
| Dec 31, 2025 | 1.57 Bn |
| Sep 30, 2025 | 1.60 Bn |
| Jun 30, 2025 | 1.30 Bn |
| Mar 31, 2025 | 1.20 Bn |
| 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 | 677.00 Mn |
| Sep 30, 2022 | 631.00 Mn |
| Jun 30, 2022 | 538.00 Mn |
| Mar 31, 2022 | 589.00 Mn |
| Dec 31, 2021 | 631.00 Mn |
| Sep 30, 2021 | 584.00 Mn |
API Access
Equitable Holdings Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=EQH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "EQH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=EQH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();