Equitable Holdings, Inc.
Equitable Holdings, Inc. is a diversified financial services holding company headquartered in New York, NY. Founded in 1859, the company operates through six business segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. It serves affluent individuals, institutional clients, small and medium businesses, as well as educators and not-for-profit groups. Equitable Holdings, Inc. was formerly known as AXA Equitable Holdings, Inc. before adopting its current name in January 2020. The firm employs approximately 8,000 people and offers asset management, insurance, retirement solutions, and wealth management advisory services worldwide.
Investment Strategy
Equitable Holdings pursues a multi-segment financial services strategy, providing diversified solutions that span individual retirement products (primarily variable annuities tailored for affluent and high net worth individuals), tax-deferred group retirement plans for educational, municipal, and not-for-profit entities, as well as small and mid-sized businesses. Their protection segment delivers life, term, and supplemental insurance, while asset management leverages both active and passive approaches across equity, fixed income, and alternative investments for institutional, retail, and private clients. Wealth management covers comprehensive financial planning, discretionary and non-discretionary advisory, insurance, and annuity products. The firm emphasizes innovation within structured investment and retirement platforms, risk management, and long-term value creation for diverse client bases, balancing growth, protection, and legacy objectives.
Top Holdings
Equity Positions (1,437)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 4.21% | $510.2M | 5,352,760 | $60.29 | $95.32 | +$34.4M |
I IVV | ISHARES TR | 3.20% | $387.6M | 624,312 | $380.80 | $620.90 | +$36.9M |
V VUG | VANGUARD INDEX FDS | 3.07% | $372.6M | 849,857 | $258.50 | $438.40 | +$61.3M |
V VONG | VANGUARD SCOTTSDALE FDS | 2.70% | $327.3M | 2,997,605 | $68.38 | $109.20 | +$43.3M |
Q QQQ | INVESCO QQQ TR | 2.53% | $306.6M | 555,843 | $288.89 | $551.64 | +$66.1M |