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 $17.052B $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 $223.626B 23.78
Blackstone (BX) United States $127.874B 38.17
Moody's (MCO) United States $90.499B 41.45
Synchrony Financial (SYF) United States $26.857B 10.48
Brookfield Asset Management (BAM) Canada $26.513B 42.13
Orix Corp Ads (IX) Japan $24.564B 9.12
Royalty Pharma (RPRX) United States $18.606B 7.65
SoFi Technologies (SOFI) United States $17.124B 121.39
Jefferies Financial Group (JEF) United States $15.847B 23.02
BB Seguridade Participacoes SA (BBSEY) Brazil $12.680B 7.55
Houlihan Lokey (HLI) United States $12.630B 32.51
Globe Life (GL) United States $10.249B 10.14
Daiwa Securities Group (DSEEY) Japan $10.169B 9.52
Brookfield Wealth Solutions (BNT) Bermuda $8.908B 197.55
Freedom Holding (FRHC) United States $8.537B 24.84
SouthState (SSB) United States $8.056B 14.66
XP (XP) Brazil $7.501B 8.92
StepStone Group (STEP) United States $7.380B 39.31
Virtu Financial (VIRT) United States $6.194B 12.84
Lazard (LAZ) United States $6.131B 23.24
Rithm Capital (RITM) United States $5.982B 5.76
Upstart Holdings (UPST) United States $5.907B 0.00
Blue Owl Capital (OBDC) United States $5.896B 7.83
Euronet Worldwide (EEFT) United States $4.327B 13.44
AXOS FINANCIAL, INC (AX) United States $3.993B 9.26
PJT Partners (PJT) United States $3.910B 40.63
StoneX Group (SNEX) United States $3.509B 13.57
Abrdn (SLFPY) United Kingdom $3.470B 0.00
Community Financial System (CBU) United States $3.444B 18.51
Core Scientific (CORZ) United States $3.426B 0.00
Intercorp Financial Services (IFS) Peru $3.408B 11.68
HA Sustainable Infrastructure Capital (HASI) United States $3.319B 12.50
Bread Financial Holdings (BFH) United States $3.148B 8.29
CI Financial (CIXXF) Canada $3.132B 8.32
Burford Capital (BUR) $3.074B 12.10
Cleanspark (CLSK) United States $2.932B 0.00
Marex Group (MRX) United Kingdom $2.509B 0.00
Perella Weinberg Partners (PWP) United States $2.276B 34.43
Inter (INTR) Brazil $2.271B 14.94
Hut 8 (HUT) Canada $2.030B 0.00
PPDAI Group (FINV) China $2.027B 6.16
Lufax Holding (LU) China $2.002B 0.00
TeraWulf (WULF) United States $1.841B 0.00
Triumph Financial (TFIN) United States $1.802B 142.70
Applied Digital (APLD) United States $1.587B 0.00
Columbia Financial (CLBK) United States $1.549B 64.30
P10 (PX) United States $1.525B 14.85
LendingClub (LC) United States $1.516B 28.10
WisdomTree (WT) United States $1.430B 15.54
Oaktree Specialty Lending (OCSL) United States $1.316B 7.17
MidCap Financial Investment (MFIC) United States $1.313B 7.82
NerdWallet (NRDS) United States $1.049B 0.00
Burke & Herbert Financial Services (BHRB) United States $0.963B 9.92
Acadian Asset Management (AAMI) United States $0.930B 11.08
Atlanticus Holdings (ATLC) United States $0.877B 13.36
PRA (PRAA) United States $0.872B 24.57
BitFuFu (FUFU) Singapore $0.830B 0.00
Guild Holdings (GHLD) United States $0.782B 10.52
Pagaya Technologies (PGY) United States $0.684B 103.11
Sun Hung Kai And (SHGKY) Hong Kong, SAR China $0.652B 0.00
Vinci Partners Investments (VINP) Brazil $0.553B 14.70
AlTi Global (ALTI) United States $0.544B 64.83
Alerus Financial (ALRS) United States $0.536B 15.90
HIVE Digital Technologies (HIVE) Canada $0.434B 0.00
X Financial (XYF) China $0.391B 2.12
Community West Bancshares (CWBC) United States $0.369B 13.92
NewtekOne (NEWT) United States $0.349B 7.42
Ponce Financial (PDLB) United States $0.316B 28.23
Chicago Atlantic Real Estate Finance (REFI) United States $0.302B 7.80
ChoiceOne Financial Services (COFS) United States $0.300B 9.94
Greystone Housing Impact Investors LP (GHI) United States $0.300B 49.44
Primis Financial (FRST) United States $0.274B 0.00
Consumer Portfolio Services (CPSS) United States $0.254B 13.63
Mvb Financial (MVBF) United States $0.252B 13.74
SWK Holdings (SWKH) United States $0.199B 14.25
Oportun Financial (OPRT) United States $0.165B 0.00
Forge Global Holdings (FRGE) United States $0.142B 0.00
Lument Finance Trust (LFT) United States $0.139B 6.05
Pearl Diver Credit (PDCC) $0.130B 0.00
Finward Bancorp (FNWD) United States $0.115B 9.39
Bitcoin Depot (BTM) United States $0.097B 0.00
ALT5 Sigma (ALTS) United States $0.093B 0.00
Coincheck Group (CNCK) United States $0.081B 0.00
Heritage Global (HGBL) United States $0.081B 7.71
PBCO Financial (PBCO) United States $0.076B 9.46
Stronghold Digital Mining (SDIG) United States $0.061B 0.00
Highest Performances Holdings (HPH) China $0.060B 0.00
Top KingWin (WAI) China $0.060B 0.00
MDB Capital Holdings, LLC (MDBH) United States $0.057B 0.00
BTCS (BTCS) United States $0.052B 0.00
MoneyHero (MNY) Singapore $0.043B 0.00
Argo Blockchain (ARBK) United Kingdom $0.037B 0.00
FlexShopper (FPAY) United States $0.030B 0.00
SHF Holdings (SHFS) United States $0.028B 6.22
Solowin Holdings (SWIN) Hong Kong, SAR China $0.025B 0.00
AGMs (AGMH) Hong Kong, SAR China $0.023B 0.00
Sphere 3D (ANY) Canada $0.022B 0.00
BTC Digital (BTCT) China $0.020B 0.00
Mill City Ventures III (MCVT) United States $0.020B 76.50
9F (JFU) China $0.018B 0.00
Gryphon Digital Mining (GRYP) United States $0.016B 0.00
Greenidge Generation Holdings (GREE) United States $0.015B 0.00
CaliberCos (CWD) United States $0.014B 0.00
Magic Empire Global (MEGL) Hong Kong, SAR China $0.011B 0.00
Intelligent Group (INTJ) Hong Kong, SAR China $0.011B 0.00
LM Funding America (LMFA) United States $0.010B 0.00
Roma Green Finance (ROMA) Hong Kong, SAR China $0.008B 0.00
Greenpro Capital (GRNQ) Hong Kong, SAR China $0.007B 0.00
Lichen China (LICN) China $0.007B 0.00
Garden Stage (GSIW) Hong Kong, SAR China $0.007B 0.00
Powell Max (PMAX) Hong Kong, SAR China $0.005B 0.00
Sentage Holdings (SNTG) China $0.005B 0.00
Bit Origin (BTOG) Singapore $0.005B 0.00
Beneficient (BENF) United States $0.003B 0.00
Lion (LGHL) Singapore $0.001B 0.00