Equus Total Return (EQS) Assets (2021 - 2025)

Equus Total Return (EQS) posted Assets of $21.3 million for Q4 2025, down 32.05% on a QoQ basis from $31.4 million in Q3 2025, and down 28.72% year-over-year from $29.9 million in Q4 2024.

Equus Total Return (EQS) Assets (2021 - 2025) Analysis & Trends

Equus Total Return's Assets history runs 5 years deep, the most recent figure standing at $21.3 million for Q4 2025.

  • Quarterly Assets fell 28.72% year-over-year to $21.3 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $21.3 million (down 28.72% YoY) and the FY2025 annual result came in at $21.3 million, down 28.72% from the prior year.
  • Assets was $21.3 million for Q4 2025 at Equus Total Return, down from $31.4 million in the prior quarter.
  • Across five years, Assets topped out at $103.8 million in Q2 2024 and bottomed at $21.3 million in Q4 2025.
  • A 5-year average of $53.9 million and a median of $41.5 million in 2022 frame the typical range for Assets.
  • Annual changes were most pronounced in 2023 — Assets surged 124.53% — and 2024, when it tumbled 68.0%.
  • Equus Total Return's Assets stood at $39.7 million in 2021, then grew by 4.9% to $41.7 million in 2022, then jumped by 124.53% to $93.5 million in 2023, then tumbled by 68.0% to $29.9 million in 2024, then retreated by 28.72% to $21.3 million in 2025.
  • Business Quant data shows EQS's Assets at $21.3 million in Q4 2025, $31.4 million in Q3 2025, and $37.1 million in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Equus Total Return 15.21 Mn 12.08 Mn 279,000.00 21.34 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 21.34 Mn
Sep 30, 2025 31.40 Mn
Jun 30, 2025 37.07 Mn
Mar 31, 2025 36.48 Mn
Dec 31, 2024 29.94 Mn
Sep 30, 2024 95.51 Mn
Jun 30, 2024 103.84 Mn
Mar 31, 2024 99.14 Mn
Dec 31, 2023 93.55 Mn
Sep 30, 2023 65.54 Mn
Jun 30, 2023 53.10 Mn
Mar 31, 2023 44.49 Mn
Dec 31, 2022 41.66 Mn
Sep 30, 2022 40.61 Mn
Jun 30, 2022 41.52 Mn
Mar 31, 2022 40.94 Mn
Dec 31, 2021 39.72 Mn