Growth Metrics

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

Equitable Holdings' quarterly Short-term Investments came in at $347.0 million in Q1 2026, down 49.56% year-on-year from $688.0 million in Q1 2025, and up 21.33% quarter-over-quarter from $286.0 million in Q4 2025.

Equitable Holdings has reported Short-term Investments for 10 years, with the latest figure at $347.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Short-term Investments fell 49.56% year-over-year to $347.0 million; the trailing twelve-month figure through Mar 2026 stood at $347.0 million (down 49.56% YoY), and the FY2025 full-year result was $286.0 million, down 33.95% from the prior year.
  • Short-term Investments for Q1 2026 stood at $347.0 million, up from $286.0 million in the prior quarter.
  • The five-year high for Short-term Investments was $1.6 billion in Q3 2025, with the low at $52.0 million in Q3 2022.
  • Average Short-term Investments over 5 years is $402.7 million, with a median of $330.0 million recorded in 2022.
  • Year-over-year, Short-term Investments tumbled 93.12% in 2022 and jumped 609.84% in 2024.
  • Tracing EQH's Short-term Investments over 5 years: stood at $55.0 million in 2022, then increased by 10.91% to $61.0 million in 2023, then jumped by 609.84% to $433.0 million in 2024, then slumped by 33.95% to $286.0 million in 2025, then advanced by 21.33% to $347.0 million in 2026.
  • The last three Short-term Investments figures came in at $347.0 million (Q1 2026), $286.0 million (Q4 2025), and $1.6 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Equitable Holdings 11.43 Bn 1.57 Bn 3.83 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 347.00 Mn
Dec 31, 2025 286.00 Mn
Sep 30, 2025 1.60 Bn
Jun 30, 2025 127.00 Mn
Mar 31, 2025 688.00 Mn
Dec 31, 2024 433.00 Mn
Sep 30, 2024 432.00 Mn
Jun 30, 2024 57.00 Mn
Mar 31, 2024 886.00 Mn
Dec 31, 2023 61.00 Mn
Sep 30, 2023 70.00 Mn
Jun 30, 2023 56.00 Mn
Mar 31, 2023 828.00 Mn
Dec 31, 2022 55.00 Mn
Sep 30, 2022 52.00 Mn
Jun 30, 2022 538.00 Mn
Mar 31, 2022 330.00 Mn
Dec 31, 2021 226.00 Mn
Sep 30, 2021 213.00 Mn
Jun 30, 2021 1.00 Bn
Mar 31, 2021 4.80 Bn
Dec 31, 2020 39.00 Mn
Sep 30, 2020 5.78 Bn
Jun 30, 2020 6.60 Bn
Mar 31, 2020 6.53 Bn
Dec 31, 2019 36.00 Mn
Sep 30, 2019 8.94 Bn
Jun 30, 2019 9.65 Bn
Mar 31, 2019 13.13 Bn
Dec 31, 2018 -86.00 Mn
Sep 30, 2018 14.99 Bn
Jun 30, 2018 14.15 Bn
Mar 31, 2018 14.92 Bn
Dec 31, 2017 -191.00 Mn