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
Equitable has 15 disclosed suppliers and 5 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceOn 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.
SentenceWe use CarVal to invest in residential whole loans and other private investments.
EQH 10-Kaccession 0001333986-25-000011
SentenceIn 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.
EQH 10-Kaccession 0001333986-25-000011
SentenceOur 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.
EQH 10-Kaccession 0001333986-25-000011
SentenceThe 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").
EQH 10-Kaccession 0001333986-25-000011
SentenceFor the year ended December 31, 2025, Equitable Advisors represented 38% of our individual annuity FYP, while Third-Party Distribution represented 62%.
EQH 10-Kaccession 0001333986-26-000012
SentenceCeded 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.
EQH 10-Kaccession 0001333986-25-000011
SentenceThe reinsurance arrangement with Equitable America and Equitable Bermuda (the "Offshore Affiliate") provides important capital management benefits to Equitable America.
EQH 10-Kaccession 0001333986-26-000012
SentenceOn 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.
EQH 10-Kaccession 0001333986-25-000011
SentenceEquitable Financial Investment Management, LLC ("EFIM") is the investment manager for Equitable Financial's General Account portfolio.
EQH 10-Kaccession 0001333986-25-000011
SentenceCeded to Global Atlantic — — (9,363)
EQH 10-Kaccession 0001333986-25-000011
SentenceEffective 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.
EQH 10-Kaccession 0001333986-26-000012
SentenceAs 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.
Net flows include $4.5 billion of AXA redemptions for 2022.
EQH 10-Kaccession 0001333986-25-000011
SentenceEquitable Advisers also accounted for 98% of our 403(b) sales in 2024.
EQH 10-Kaccession 0001333986-25-000011
SentenceEquitable Advisors represented approximately 66% of our total life insurance sales for the year ended December 31, 2024.
EQH 10-Kaccession 0001333986-25-000011
SentenceOn June 1, 2025 Equitable Financial Bermuda RE Ltd. ("Equitable Bermuda") entered into an indemnity reinsurance agreement with Equitable America assuming EQUI-VEST variable annuity contracts issued outside the State of New York prior to February 1, 2023.
EQH 10-Kaccession 0001333986-26-000012
Equitable Holdings, Inc.
54.18
Linked news
Expected move
Inputsstraddle ±7.4%
spot 53.85exp Nov 20ATM strike 55ATM straddle 4.68IV 44%