Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Equitable Holdings, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Insurance Agents, Brokers & Service
Prev close 53.92 · gapped below the open, then crossed back over prior close. High/low 54.45 at 9:45 am ET, 53.36 at 5:45 am ET.
Equitable Holdings, Inc. has 20 disclosed suppliers and 5 disclosed customers. Each one is named in an SEC filing, either Equitable Holdings, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Equitable Advisers also accounted for 98% of our 403(b) sales in 2024.”
$12.7B relationship
basisEQH fy2025 · closed 2025-12 $13.0B
FILING10-K0001333986-25-000011cik 0001333986
“Equitable Advisors represented approximately 66% of our total life insurance sales for the year ended December 31, 2024.”
$8.6B relationship
basisEQH fy2025 · closed 2025-12 $13.0B
FILING10-K0001333986-25-000011cik 0001333986
“For the year ended December 31, 2025, Equitable Advisors represented 38% of our individual annuity FYP, while Third-Party Distribution represented 62%.”
$4.9B relationship
basisEQH fy2025 · closed 2025-12 $13.0B
FILING10-K0001333986-26-000012cik 0001333986
“We represented 17% of AB's total AUM as of December 31, 2024 and 4% of AB's net revenues for the year ended December 31, 2024.”
$520M relationship
basisEQH fy2025 · closed 2025-12 $13.0B
FILING10-K0001333986-25-000011cik 0001333986
“On February 23, 2025, Equitable Financial, as well as Equitable America and Equitable Financial L&A, entered into a Master Transaction Agreement with RGA pursuant to which, at closing and subject to the terms and conditions set forth in such agreement, RGA would enter into reinsurance agreements, as reinsurer, with each such subsidiary, as ceding company, to effect the RGA Reinsurance Transaction.”
FILING10-K0001333986-25-000011cik 0001333986
“Effective January 17, 2025, Equitable Financial novated certain legacy variable annuity policies sold between 2006-2008, comprised of non-New York "Accumulator" policies containing fixed rate GMIB and/or GMDB guarantees reinsured by Venerable under the combined co-insurance and modified coinsurance basis agreement executed on June 1, 2021.”
FILING10-K0001333986-26-000012cik 0001333986
“We use CarVal to invest in residential whole loans and other private investments.”
FILING10-K0001333986-25-000011cik 0001333986
“Our Individual Retirement segment works with EIMG to identify and include appropriate underlying investment options in its products, as well as to control the costs of these options and increase profitability of the products.”
FILING10-K0001333986-25-000011cik 0001333986
“The reinsurance arrangement with EQ AZ Life Re Company (the "Affiliated Captive") provides important capital management benefits to Equitable Financial and Equitable America (collectively, the "Affiliated Cedants").”
FILING10-K0001333986-25-000011cik 0001333986
“Ceded Affiliate Reinsurance: Equitable Financial reinsured all of its variable annuity contracts issued outside the State of New York prior to October 1, 2022 to its affiliate, Equitable America, effective April 1, 2023, on a combination of coinsurance funds withheld and modified coinsurance basis.”
FILING10-K0001333986-25-000011cik 0001333986
“As part of the transaction, on June 16, 2025, ABLP entered into an investment advisory agreement with RGA, pursuant to which AB will manage certain assets to be specified representing approximately 70% of assets supporting the reserves associated with the ceded policies under the reinsurance agreements.”
FILING10-K0001333986-26-000012cik 0001333986
“Equitable currently is a participating insurer in AB's Lifetime Income Strategy and BlackRock's LifePath Paycheck offering.”
FILING10-K0001333986-26-000012cik 0001333986
“For in-plan annuities, we have relationships with AB, BlackRock, and JPMorgan Asset Management.”
FILING10-K0001333986-26-000012cik 0001333986
“Additionally, the Company entered in a letter of credit facility with MUFG Bank on January 23, 2024, in a face amount of $200 million to replace a $150 million facility with HSBC that expired on February 16, 2024.”
FILING10-K0001333986-25-000011cik 0001333986
“On December 15, 2023, the Company added a $75 million commitment from TD Bank to the Credit Facility, raising the facility amount to $1.6 billion.”
FILING10-K0001333986-25-000011cik 0001333986
“On July 24, 2024, the Company terminated a $75 million commitment from Credit Suisse to the Credit Facility, reducing the facility amount to $1.5 billion.”
FILING10-K0001333986-25-000011cik 0001333986
“In connection with the Venerable Transaction, we ceded to CS Life certain non-New York policies containing fixed rate GMIB and GMDB guarantees sold by Equitable Financial between 2006-2008.”
FILING10-K0001333986-25-000011cik 0001333986
“The reinsurance arrangement with Equitable America and Equitable Bermuda (the "Offshore Affiliate") provides important capital management benefits to Equitable America.”
FILING10-K0001333986-26-000012cik 0001333986
“On November 20, 2023, Equitable America entered into an investment management agreement with Equitable Financial Investment Management America, LLC ("EFIMA"), by which EFIMA became the investment manager for Equitable America's General Account portfolio.”
FILING10-K0001333986-25-000011cik 0001333986
“Equitable Financial Investment Management, LLC ("EFIM") is the investment manager for Equitable Financial's General Account portfolio.”
FILING10-K0001333986-25-000011cik 0001333986
“Our primary spread lending products are Funding Agreement Backed Notes ("FABN"), which we opportunistically issue to institutional investors, and collateralized borrowings from the Federal Home Loan Bank ("FHLB") under their funding agreement program.”
FILING10-K0001333986-26-000012cik 0001333986
“Ceded to Global Atlantic — — (9,363)”
FILING10-K0001333986-25-000011cik 0001333986
“Additionally, the Company entered in a letter of credit facility with MUFG Bank on January 23, 2024, in a face amount of $200 million to replace a $150 million facility with HSBC that expired on February 16, 2024.”
FILING10-K0001333986-25-000011cik 0001333986
“Net flows include $4.5 billion of AXA redemptions for 2022.”
FILING10-K0001333986-25-000011cik 0001333986
Watchlist prices, news filtered to it, and its next report on your desk.
EQH (Equitable Holdings, Inc.) has 20 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: HSBC +0.88%, in the industrials bundle.