Equitable Holdings, Inc.
Equitable Holdings, Inc. (NYSE: EQH) is a financial services holding company providing retirement, asset management and wealth management solutions to individuals and institutional clients. It operates through three reportable segments: Retirement, which offers individual and workplace annuities, retirement savings… From the company’s description.
In fiscal 2025, Equitable Holdings, Inc. reported revenue of $11.66B, down 6.1% from fiscal 2024, and a net loss of $1.04B. Its operating margin was 17.2%, and operations generated $714.00M in cash. Over the twelve months to Jun 30, 2026, revenue was $10.62B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Equitable Holdings, Inc. does
In the company’s own words
Equitable Holdings, Inc. (NYSE: EQH) is a financial services holding company providing retirement, asset management and wealth management solutions to individuals and institutional clients. It operates through three reportable segments: Retirement, which offers individual and workplace annuities, retirement savings and institutional products; Asset Management, which provides investment management and related services through AllianceBernstein (AB); and Wealth Management, which delivers financial advice, investment products and insurance solutions through Equitable Advisors. Equitable’s retirement products include Structured Capital Strategies annuities, while Equitable Advisors provides brokerage, advisory, planning, life insurance and annuity services. AB serves institutional investors, retail clients and private wealth customers with equity, fixed-income, multi-asset, hedge fund, private alternatives and systematic strategies. In 2025, the company had $1.1 trillion of assets under management and administration, including $866.9 billion managed by AB; Equitable Holdings owns an approximately 68% economic interest in AB. Its other activities include life insurance and employee benefits for individuals and small and medium-sized businesses. The company traces its history to 1859. Its website is www.equitable.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Insurance
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1333986
- SIC
- 6411
Financial performance, year by year
Fiscal 2017–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Equitable Holdings, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Equitable Holdings, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Equitable Holdings, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Equitable Holdings, Inc.’s bonds, as funds hold them
Funds report holding 6 issues of Equitable Holdings, Inc.’s debt, $619.28M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.48%, maturing 2028 to 2055.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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