Equitable Holdings Long-Term Investments 2017-2024 | EQH

Equitable Holdings long-term investments from 2017 to 2024. Long-term investments can be defined as the aggregate value of debt and or equity investments with maturities or benefits lasting more than one year.
  • Equitable Holdings long-term investments for the quarter ending September 30, 2024 were $114.246B, a 17.53% increase year-over-year.
  • Equitable Holdings long-term investments for 2023 were $102.173B, a 9.75% increase from 2022.
  • Equitable Holdings long-term investments for 2022 were $93.097B, a 11.43% decline from 2021.
  • Equitable Holdings long-term investments for 2021 were $105.111B, a 3.64% decline from 2020.
Equitable Holdings Annual Long-Term Investments
(Millions of US $)
2023 $102,173
2022 $93,097
2021 $105,111
2020 $109,087
2019 $93,340
2018 $81,333
2017 $81,782
2016 $
Equitable Holdings Quarterly Long-Term Investments
(Millions of US $)
2024-09-30 $114,246
2024-06-30 $107,726
2024-03-31 $102,620
2023-12-31 $102,173
2023-09-30 $97,209
2023-06-30 $97,722
2023-03-31 $96,223
2022-12-31 $93,097
2022-09-30 $92,517
2022-06-30 $93,216
2022-03-31 $98,776
2021-12-31 $105,111
2021-09-30 $102,007
2021-06-30 $100,467
2021-03-31 $105,497
2020-12-31 $109,087
2020-09-30 $105,778
2020-06-30 $102,693
2020-03-31 $96,216
2019-12-31 $93,340
2019-09-30 $94,717
2019-06-30 $86,901
2019-03-31 $82,948
2018-12-31 $81,333
2018-09-30 $78,942
2018-06-30 $76,828
2018-03-31 $78,883
2017-12-31 $81,782
2017-09-30
2017-06-30
2017-03-31
2016-12-31
Sector Industry Market Cap Revenue
Finance Finance - Miscellaneous Services $14.927B $10.528B
Equitable Holdings, Inc. is a financial services holding company comprised of two franchises, Equitable and AllianceBernstein. Equitable provides advice, protection and retirement strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets.
Stock Name Country Market Cap PE Ratio
American Express (AXP) United States $210.227B 23.08
Blackstone (BX) United States $125.448B 42.80
Moody's (MCO) United States $85.679B 39.24
Synchrony Financial (SYF) United States $25.405B 11.45
Orix Corp Ads (IX) Japan $24.613B 9.14
Brookfield Asset Management (BAM) Canada $24.075B 38.27
Jefferies Financial Group (JEF) United States $16.239B 30.51
SoFi Technologies (SOFI) United States $15.333B 141.30
Royalty Pharma (RPRX) United States $15.195B 6.24
BB Seguridade Participacoes SA (BBSEY) Brazil $12.060B 7.18
Houlihan Lokey (HLI) United States $11.925B 33.19
Globe Life (GL) United States $9.422B 9.32
Daiwa Securities Group (DSEEY) Japan $8.654B 9.06
Brookfield Wealth Solutions (BNT) Bermuda $8.348B 185.13
Freedom Holding (FRHC) United States $8.077B 23.50
SouthState (SSB) United States $7.400B 13.98
StepStone Group (STEP) United States $6.759B 36.01
XP (XP) Brazil $6.490B 7.72
Blue Owl Capital (OBDC) United States $5.959B 7.91
Lazard (LAZ) United States $5.722B 22.86
Rithm Capital (RITM) United States $5.644B 5.43
Virtu Financial (VIRT) United States $5.577B 16.17
Upstart Holdings (UPST) United States $5.547B 0.00
Euronet Worldwide (EEFT) United States $4.441B 13.79
Core Scientific (CORZ) United States $4.044B 0.00
AXOS FINANCIAL, INC (AX) United States $3.929B 9.39
PJT Partners (PJT) United States $3.711B 38.57
Abrdn (SLFPY) United Kingdom $3.254B 0.00
HA Sustainable Infrastructure Capital (HASI) United States $3.217B 12.12
Community Financial System (CBU) United States $3.210B 18.18
StoneX Group (SNEX) United States $3.200B 12.42
CI Financial (CIXXF) Canada $3.102B 8.24
Bread Financial Holdings (BFH) United States $3.006B 7.44
Burford Capital (BUR) $2.822B 11.11
Cleanspark (CLSK) United States $2.765B 0.00
Marex Group (MRX) United Kingdom $2.286B 0.00
TeraWulf (WULF) United States $2.107B 0.00
Perella Weinberg Partners (PWP) United States $2.076B 31.40
Triumph Financial (TFIN) United States $2.076B 113.79
Lufax Holding (LU) China $2.071B 0.00
Hut 8 (HUT) Canada $2.048B 0.00
LendingClub (LC) United States $1.813B 35.06
Blue Owl Capital III (OBDE) United States $1.810B 8.20
PPDAI Group (FINV) China $1.799B 5.47
Inter (INTR) Brazil $1.785B 11.74
Applied Digital (APLD) United States $1.648B 0.00
Columbia Financial (CLBK) United States $1.632B 74.19
WisdomTree (WT) United States $1.477B 17.74
P10 (PX) United States $1.433B 13.96
MidCap Financial Investment (MFIC) United States $1.275B 7.60
Oaktree Specialty Lending (OCSL) United States $1.259B 6.87
NerdWallet (NRDS) United States $0.991B 0.00
BitFuFu (FUFU) Singapore $0.913B 0.00
Burke & Herbert Financial Services (BHRB) United States $0.906B 0.00
Guild Holdings (GHLD) United States $0.851B 11.46
PRA (PRAA) United States $0.812B 22.88
Atlanticus Holdings (ATLC) United States $0.808B 12.32
Pagaya Technologies (PGY) United States $0.709B 107.00
Sun Hung Kai And (SHGKY) Hong Kong, SAR China $0.621B 0.00
AlTi Global (ALTI) United States $0.614B 73.17
Vinci Partners Investments (VINP) Brazil $0.535B 14.21
Alerus Financial (ALRS) United States $0.485B 16.94
HIVE Digital Technologies (HIVE) Canada $0.433B 0.00
X Financial (XYF) China $0.411B 2.24
Community West Bancshares (CWBC) United States $0.361B 12.53
NewtekOne (NEWT) United States $0.335B 7.11
Ponce Financial (PDLB) United States $0.312B 35.35
ChoiceOne Financial Services (COFS) United States $0.310B 10.69
Chicago Atlantic Real Estate Finance (REFI) United States $0.305B 7.89
Primis Financial (FRST) United States $0.283B 12.16
Mvb Financial (MVBF) United States $0.260B 14.13
Greystone Housing Impact Investors LP (GHI) United States $0.247B 40.77
Consumer Portfolio Services (CPSS) United States $0.228B 12.24
SWK Holdings (SWKH) United States $0.196B 14.03
Forge Global Holdings (FRGE) United States $0.175B 0.00
Oportun Financial (OPRT) United States $0.140B 0.00
Lument Finance Trust (LFT) United States $0.134B 5.84
Pearl Diver Credit (PDCC) $0.133B 0.00
Finward Bancorp (FNWD) United States $0.123B 10.60
Bitcoin Depot (BTM) United States $0.097B 0.00
Highest Performances Holdings (HPH) China $0.085B 0.00
Coincheck Group (CNCK) United States $0.081B 0.00
PBCO Financial (PBCO) United States $0.076B 11.22
ALT5 Sigma (ALTS) United States $0.072B 0.00
Heritage Global (HGBL) United States $0.070B 6.68
Stronghold Digital Mining (SDIG) United States $0.067B 0.00
Top KingWin (WAI) China $0.064B 0.00
MDB Capital Holdings, LLC (MDBH) United States $0.059B 0.00
BTCS (BTCS) United States $0.045B 0.00
MoneyHero (MNY) Singapore $0.042B 0.00
Argo Blockchain (ARBK) United Kingdom $0.039B 0.00
AGMs (AGMH) Hong Kong, SAR China $0.039B 0.00
FlexShopper (FPAY) United States $0.036B 0.00
Powell Max (PMAX) Hong Kong, SAR China $0.032B 0.00
Solowin Holdings (SWIN) Hong Kong, SAR China $0.032B 0.00
Sphere 3D (ANY) Canada $0.025B 0.00
SHF Holdings (SHFS) United States $0.023B 5.26
Gryphon Digital Mining (GRYP) United States $0.021B 0.00
Greenidge Generation Holdings (GREE) United States $0.018B 0.00
BTC Digital (BTCT) China $0.018B 0.00
9F (JFU) China $0.018B 0.00
Intelligent Group (INTJ) Hong Kong, SAR China $0.017B 0.00
CaliberCos (CWD) United States $0.016B 0.00
Mill City Ventures III (MCVT) United States $0.013B 49.00
Magic Empire Global (MEGL) Hong Kong, SAR China $0.011B 0.00
Garden Stage (GSIW) Hong Kong, SAR China $0.010B 0.00
Greenpro Capital (GRNQ) Hong Kong, SAR China $0.009B 0.00
LM Funding America (LMFA) United States $0.008B 0.00
Bit Origin (BTOG) Singapore $0.008B 0.00
Roma Green Finance (ROMA) Hong Kong, SAR China $0.008B 0.00
Lichen China (LICN) China $0.007B 0.00
Sentage Holdings (SNTG) China $0.005B 0.00
Beneficient (BENF) United States $0.004B 0.00
Lion (LGHL) Singapore $0.001B 0.00
Intercorp Financial Services (IFS) Peru $0.000B 11.45