Equitable Holdings

ISIN US29452E1010

 | 

WKN A2PX9L

Market cap (in EUR)
11,281 m
Country
United States
Sector
Finance
Dividend yield
2.28%
 

Overview

Description

Equitable Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, Legacy, and Corporate and Other. The Individual Retirement segment includes annuity products, which primarily meet the needs of individuals saving for retirement or seeking retirement income. The Group Retirement segment offers 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 provides investment management, research and related services. The Protection Solutions segment focuses on life insurance products on attractive protection segments such as VUL insurance and IUL insurance and employee benefits business on small and medium-sized businesses. The Wealth Management segment refers to the discretionary and non-discretionary investment advisory accounts, financial planning and advice, insurance, and annuity products. The Legacy segment consists of capital intensive fixed-rate GMxB business written in the Individual Retirement market prior to 2011. The company was founded by Henry B. Hyde in 1859 and is headquartered in New York, NY.
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Finance Insurance United States

Financials

Key metrics

Market capitalisation, EUR 11,281 m
EPS, EUR -2.51
P/B ratio 214.2
P/E ratio 39.4
Dividend yield 2.28%

Income statement (2024)

Revenue, EUR 13,320 m
Net income, EUR 1,208 m
Profit margin 9.07%

What ETF is Equitable Holdings in?

There are 44 ETFs which contain Equitable Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of Equitable Holdings is the Amundi MSCI North America ESG Broad Transition UCITS ETF Dist.
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0.02%
Equity
World
4,695
iShares MSCI World UCITS ETF (Dist) 0.02%
Equity
World
7,468
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.02%
Equity
United States
Multi-Factor Strategy
1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.01%
Equity
World
Multi-Asset Strategy
855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
640
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.02%
Equity
World
25,806
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.03%
Equity
United States
Social/Environmental
13,478
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.03%
Equity
United States
Social/Environmental
Climate Change
166
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.00%
Equity
World
Multi-Factor Strategy
139
iShares MSCI North America UCITS ETF 0.03%
Equity
North America
1,105
UBS Core MSCI World UCITS ETF USD dis 0.02%
Equity
World
1,204
iShares MSCI World Screened UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
Climate Change
131
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.04%
Equity
World
Dividend
1,345
Vanguard FTSE Developed World UCITS ETF Acc 0.02%
Equity
World
4,695
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.03%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0.02%
Equity
World
91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
34
UBS Core MSCI USA UCITS ETF USD dis 0.02%
Equity
United States
1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.02%
Equity
World
18,590
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.13%
Equity
North America
Social/Environmental
Climate Change
26
Amundi Core MSCI World UCITS ETF USD Dist 0.02%
Equity
World
820
iShares MSCI ACWI UCITS ETF USD (Acc) 0.01%
Equity
World
20,831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
63
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.05%
Equity
World
Value
168
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
483
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.02%
Equity
United States
Social/Environmental
1,336
Amundi Core MSCI USA UCITS ETF Dist 0.02%
Equity
United States
-
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.04%
Equity
World
Dividend
6,226
UBS Core MSCI World UCITS ETF hEUR acc 0.02%
Equity
World
274
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.02%
Equity
United States
326
Vanguard FTSE Developed World UCITS ETF Distributing 0.02%
Equity
World
3,506
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.02%
Equity
North America
2,430
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
937
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.00%
Equity
World
Multi-Factor Strategy
755
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.02%
Equity
North America
2,015
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.03%
Equity
North America
Social/Environmental
27
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0.08%
Equity
United States
Value
107
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
86
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.00%
Equity
World
Financials
Social/Environmental
538
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.13%
Equity
United States
Social/Environmental
Climate Change
3
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
84
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.