Equitable Holdings reported total assets of $334.66B and total liabilities of $333.43B for the quarter ended Jun 2026, up 10.4% year over year. This balance sheet covers 38 quarters of results from Mar 2017 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Mar2017 | Jun2017 | Sep2017 | Dec2017 | Mar2018 | Jun2018 | Sep2018 | Dec2018 | Mar2019 | Jun2019 | Sep2019 | Dec2019 | Mar2020 | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||||||||||||||||||||
| Current Assets | ||||||||||||||||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 5.25B | 5.19B | 5.71B | 5.11B | 4.14B | 4.28B | 5.02B | 7.69B | 6.10B | 8.24B | 10.36B | 9.68B | 9.58B | 6.96B | 8.16B | 14.96B | 13.60B | 12.46B | 9.90B | 17.18B | ||||||||||||||||||
| Short-term InvestmentsInvestments (Current) | 0.91B | 1.50B | 1.69B | 1.75B | 1.33B | 1.52B | 1.05B | 0.88B | 1.01B | 1.06B | 1.34B | 2.02B | 2.21B | 1.09B | 1.20B | 1.29B | 1.59B | 1.57B | 1.65B | 1.75B | ||||||||||||||||||
| Cash & Current Investments | 6.16B | 6.69B | 7.41B | 6.86B | 5.47B | 5.80B | 6.07B | 8.57B | 7.11B | 9.30B | 11.70B | 11.70B | 11.79B | 8.05B | 9.37B | 16.25B | 15.20B | 14.03B | 11.55B | 18.93B | ||||||||||||||||||
| Receivables - NetNet Receivables | 0.71B | 0.73B | 0.87B | 0.36B | ||||||||||||||||||||||||||||||||||
| Receivables | 0.71B | 0.73B | 0.87B | 0.36B | ||||||||||||||||||||||||||||||||||
| Non-Current Assets | ||||||||||||||||||||||||||||||||||||||
| Long-Term Investments | 102.01B | 105.11B | 98.78B | 93.22B | 92.52B | 93.10B | 96.22B | 97.72B | 97.21B | 102.17B | 102.62B | 107.73B | 114.25B | 116.44B | 118.91B | 121.80B | 116.50B | 121.00B | 121.68B | 125.85B | ||||||||||||||||||
| Goodwill | 5.10B | 5.10B | 5.10B | 5.10B | ||||||||||||||||||||||||||||||||||
| Goodwill & Intangibles | 4.73B | 4.73B | 4.72B | 4.72B | 5.63B | 5.48B | 5.48B | 5.46B | 5.45B | 5.43B | 5.42B | 5.40B | 5.39B | 5.37B | 5.36B | 5.34B | 5.33B | 5.31B | 5.35B | 5.33B | ||||||||||||||||||
| Long-Term Deferred Tax | 0.29B | 0.20B | 1.11B | 1.67B | 2.22B | 0.78B | 1.29B | 1.73B | 2.04B | 2.05B | 2.08B | 2.13B | 1.71B | 2.00B | 1.69B | 1.75B | 2.34B | 2.58B | 2.61B | 2.99B | ||||||||||||||||||
| Other Non-Current Assets | 4.54B | 3.61B | 3.85B | 4.79B | 4.68B | 4.03B | 3.63B | 3.39B | 3.94B | 3.32B | 3.62B | 3.83B | 3.74B | 4.46B | 4.57B | 3.96B | 3.68B | 3.77B | 3.94B | 3.74B | ||||||||||||||||||
| Assets | 284.58B | 292.26B | 277.66B | 253.48B | 245.60B | 252.70B | 261.50B | 269.01B | 260.25B | 276.69B | 285.47B | 287.64B | 298.84B | 295.73B | 287.37B | 303.09B | 314.41B | 317.99B | 310.38B | 334.66B | ||||||||||||||||||
| Liabilities | ||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ||||||||||||||||||||||||||||||||||||||
| Accounts Payables | 1.09B | 1.28B | 1.99B | 0.61B | 0.61B | 0.71B | 0.89B | 1.52B | 0.45B | 1.23B | 1.02B | 0.84B | 1.38B | 0.78B | 0.64B | 1.45B | 1.37B | 1.37B | 0.67B | 0.80B | ||||||||||||||||||
| Notes Payables | 0.09B | 0.76B | 0.75B | 0.25B | 0.03B | |||||||||||||||||||||||||||||||||
| Payables | 1.09B | 1.38B | 1.99B | 0.61B | 0.61B | 1.47B | 1.64B | 1.52B | 0.45B | 1.49B | 1.02B | 0.84B | 1.38B | 0.78B | 0.64B | 1.45B | 1.37B | 1.40B | 0.67B | 0.80B | ||||||||||||||||||
| Accumulated Expenses | 0.80B | 0.76B | 0.84B | |||||||||||||||||||||||||||||||||||
| Short term Debt | 0.09B | 0.76B | 0.75B | 0.25B | 0.03B | |||||||||||||||||||||||||||||||||
| Current Taxes | ||||||||||||||||||||||||||||||||||||||
| Current Deferred Revenue | 0.62B | 0.63B | 0.68B | 0.70B | ||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ||||||||||||||||||||||||||||||||||||||
| Non-Current Debt | 1.19B | 3.84B | 1.20B | 1.20B | 1.20B | 3.32B | 3.82B | 3.82B | 3.82B | 3.82B | 3.82B | 3.83B | 3.83B | 3.83B | 4.33B | 4.33B | 3.83B | 3.83B | 3.84B | 3.84B | ||||||||||||||||||
| Pension | 37.18B | 36.72B | 35.16B | 34.72B | 34.23B | 16.60B | 16.74B | 16.79B | 16.65B | 17.37B | 17.34B | 17.43B | 17.94B | 17.61B | 17.37B | 17.56B | 17.61B | 17.66B | 17.44B | 17.37B | ||||||||||||||||||
| Minority Interest | 0.14B | 0.47B | 0.39B | 0.35B | 0.35B | 0.46B | 0.61B | 0.53B | 0.64B | 0.77B | 0.99B | 1.09B | 1.22B | 0.12B | 0.29B | 0.36B | 1.46B | 1.54B | 0.39B | 1.64B | ||||||||||||||||||
| Liabilities from Discontinued OperationsLiabilities from Discont. Ops | 0.11B | 0.16B | 0.13B | 0.22B | 0.15B | 0.24B | ||||||||||||||||||||||||||||||||
| Non-Current Deferred Tax LiabilityNon-Current Deferred Tax | 2.71B | |||||||||||||||||||||||||||||||||||||
| Other Non-Current Liabilities | 142.09B | 147.31B | 136.81B | 116.77B | 109.62B | 114.85B | 119.75B | 123.90B | 117.58B | 5.98B | 6.40B | 6.61B | 6.54B | 134.72B | 124.57B | 131.68B | 136.91B | 136.54B | 130.47B | 143.01B | ||||||||||||||||||
| Total Non-Current Liabilities | 129.17B | 131.39B | 130.98B | 129.37B | 130.79B | 134.25B | 135.66B | 139.32B | 138.76B | 265.57B | 274.36B | 276.60B | 286.12B | 157.46B | 158.30B | 168.44B | 175.56B | 179.66B | 177.66B | 190.43B | ||||||||||||||||||
| Total Liabilities | 271.26B | 278.70B | 267.79B | 246.13B | 240.41B | 249.11B | 255.42B | 263.21B | 256.33B | 271.55B | 280.76B | 283.21B | 292.66B | 292.18B | 282.87B | 300.12B | 312.46B | 316.20B | 308.13B | 333.43B | ||||||||||||||||||
| Shareholder's Equity | ||||||||||||||||||||||||||||||||||||||
| Total Debt | 1.19B | 4.02B | 1.20B | 1.20B | 1.20B | 4.84B | 5.32B | 3.82B | 3.82B | 4.33B | 3.82B | 3.83B | 3.83B | 3.83B | 4.33B | 4.33B | 3.83B | 3.88B | 3.84B | 3.84B | ||||||||||||||||||
| Common Equity | 13.17B | 11.92B | 9.46B | 7.11B | 4.89B | 3.17B | 5.49B | 5.26B | 3.23B | 4.38B | 3.71B | 3.34B | 4.96B | 3.42B | 4.21B | 2.60B | 1.60B | 1.47B | 1.86B | 0.86B | ||||||||||||||||||
| Liabilities and Shareholders Equity | 284.58B | 292.26B | 277.66B | 253.48B | 245.60B | 252.70B | 261.50B | 269.01B | 260.25B | 276.69B | 285.47B | 287.64B | 298.84B | 295.73B | 287.37B | 303.09B | 314.41B | 317.99B | 310.38B | 334.66B | ||||||||||||||||||
| Treasury Shares | 1.00B | 0.13B | 0.14B | 0.14B | 0.14B | 0.14B | 0.15B | 0.15B | 0.15B | 0.16B | 0.16B | 0.16B | 0.17B | 0.17B | 0.17B | 0.17B | 0.18B | 0.18B | 0.18B | 0.19B | ||||||||||||||||||
| Retained Earnings | 8.86B | 8.88B | 9.31B | 10.72B | 10.84B | 9.82B | 9.81B | 10.32B | 11.16B | 10.25B | 10.10B | 10.30B | 9.96B | 10.63B | 10.45B | 9.87B | 8.36B | 8.37B | 8.78B | 8.23B | ||||||||||||||||||
| Preferred Shares | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.56B | 1.51B | 1.51B | 1.23B | 1.07B | 1.07B | 1.07B | 1.07B |