EQH
Equitable Holdings, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Equitable Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Equitable Holdings, Inc.
54.18
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 25 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 9.75% | −5.22% |
| Norges Bankindex-like | $804.2M | 6.90% | — |
| T. Rowe Price | $798.0M | 6.85% | +3.77% |
| Vanguard Portfolioindex-like | $589.9M | 5.06% | new |
| Vanguardindex-like | $557.4M | 4.78% | new |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.1B | 9.75% | −5.22% |
| Norges Bankindex-like | $804.2M | 6.90% | — |
| T. Rowe Price | $798.0M | 6.85% | +3.77% |
| Vanguard Portfolioindex-like | $589.9M | 5.06% | new |
| Vanguardindex-like | $557.4M | 4.78% | new |
Linked news
Same SIC code · 6
Same SEC industry code: Marsh & McLennan Companies, Inc., Aon plc, Arthur J. Gallagher & Co. and 3 more; no measured co-movers for Equitable Holdings, Inc..
Same SIC code · 6
Same SEC industry code: Marsh & McLennan Companies, Inc., Aon plc, Arthur J. Gallagher & Co. and 3 more; no measured co-movers for Equitable Holdings, Inc..
Tall tick = annual report · Source: EDGAR
Bull3
Bear1
Expected move
Inputsstraddle ±7.4%
spot 53.85exp Nov 20ATM strike 55ATM straddle 4.68IV 44%