Company Equitable Holdings, Inc.

Equities

EQH

US29452E1010

Diversified Investment Services

Real-time Estimate Cboe BZX 01:49:30 2024-03-28 pm EDT 5-day change 1st Jan Change
38.05 USD +0.21% Intraday chart for Equitable Holdings, Inc. +3.35% +14.28%

Business Summary

Equitable Holdings, Inc. is the holding company for a diversified financial services organization. The Company has six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a diverse suite of variable annuity products which are primarily sold to affluent and high-net-worth individuals. The Group Retirement segment offers tax-deferred investment and retirement services or products. The Investment Management and Research segment provides diversified investment management, research and related solutions globally. The Protection Solutions segment includes its life insurance and group employee benefits businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. Legacy segment primarily consists of its capital-intensive fixed-rate GMxB business.

Number of employees: 10,700

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment Management and Research
39.1 %
4,105 29.3 % 4,117 39.1 % +0.29%
Protection Solutions
30.2 %
3,302 23.6 % 3,180 30.2 % -3.69%
Adjustments
-29.4 %
29 0.2 % -3,093 -29.4 % -10,765.52%
Individual Retirement
25.1 %
3,920 28.0 % 2,643 25.1 % -32.58%
Wealth Management
14.7 %
- - 1,551 14.7 % -
Corporate and Other
10.6 %
1,488 10.6 % 1,118 10.6 % -24.87%
Group Retirement
9.7 %
1,173 8.4 % 1,021 9.7 % -12.96%
Eliminations
-7.7 %
- - -810 -7.7 % -
Legacy
7.6 %
- - 801 7.6 % -

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
14,017 100.0 % 10,528 100.0 % -24.89%

Managers

Managers TitleAgeSince
Chief Executive Officer 64 11-01-31
Director of Finance/CFO 42 03-12-31
Chief Operating Officer 56 -
Investor Relations Contact - 23-09-28
Comptroller/Controller/Auditor - -
Treasurer - -
Corporate Officer/Principal - 19-07-31
General Counsel 56 -
Corporate Officer/Principal - -
Comptroller/Controller/Auditor 61 18-08-14

Members of the board

Members of the board TitleAgeSince
Chairman 71 19-12-31
Director/Board Member 73 19-03-26
Director/Board Member 66 18-03-31
Chief Executive Officer 64 11-01-31
Director/Board Member 64 16-12-31
Director/Board Member 59 20-09-07
Director/Board Member 69 18-03-31
Director/Board Member 61 22-06-05
Director/Board Member 64 22-07-10

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 12,000 0 0 67.40 %
Stock B 0 20,000 0 0
Stock C 1 486,836,728 328,141,676 ( 67.40 %) 157,125,976 ( 32.27 %)
Stock D 0 32,000 0 0

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
11.53 %
38,012,452 11.53 % 1 302 M $
T. Rowe Price International Ltd.
8.425 %
27,778,381 8.425 % 951 M $
Pzena Investment Management, Inc.
8.058 %
26,568,063 8.058 % 910 M $
BlackRock Advisors LLC
7.932 %
26,152,616 7.932 % 895 M $
Norges Bank (13F)
5.525 %
18,217,109 5.525 % 624 M $
Canada Pension Plan Investment Board
5.510 %
18,166,769 5.510 % 622 M $
13,549,456 4.109 % 464 M $
Wellington Management Co. LLP
3.409 %
11,240,981 3.409 % 385 M $
Massachusetts Financial Services Co.
2.895 %
9,544,619 2.895 % 327 M $
Invesco Advisers, Inc.
2.762 %
9,108,110 2.762 % 312 M $
NameEquities%Valuation
DoubleLine Capital LP
0.0571 %
18,271 0.0571 % 416 944 $
Innovative Portfolios LLC
0.0281 %
9,000 0.0281 % 205 380 $
Russell Investments Canada Ltd.
0.003891 %
1,245 0.003891 % 28 411 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
0 - - $
DoubleLine Capital LP
-
0 - - $

Holdings

NameEquities%Valuation
AllianceBernstein LP
63.80%
177,121,625 63.80% 5,627,154,026 $
1,480,000 59.68% 23,576,400 $

Company contact information

Equitable Holdings, Inc.

1345 Avenue of the Americas

10105, New York

+212 554 1234

http://www.equitableholdings.com
address Equitable Holdings, Inc.(EQH)

Group companies

NameCategory and Sector
Life/Health Insurance
Investment Trusts/Mutual Funds
Life/Health Insurance
CS Life Re Co.
Investment Managers
Investment Managers