Equitable Holdings

ISIN US29452E1010

WKN A2PX9L

Market cap (in EUR)

10,325 m

Country

United States

Sector

Finance

Dividend yield

2.54%

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	10,325 m
EPS, EUR	-2.46
P/B ratio	214.2
P/E ratio	39.4
Dividend yield	2.54%

Income statement (2025)

Revenue, EUR	10,710 m
Net income, EUR	-1,223 m
Profit margin	-11.42%

What ETF is Equitable Holdings in?

There are 38 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 iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,595
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,948
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,060
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	814
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,821
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	38,398
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	14,496
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,306
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,807
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,122
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	125
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,247
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,776
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.02%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	101
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	40
UBS Core MSCI USA UCITS ETF USD dis	0.02%	Equity United States	1,231
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,525
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.08%	Equity North America Social/Environmental Climate Change	39
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	27,227
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	80
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.03%	Equity World Value	348
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	222
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	531
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	1,378
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	8,152
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.02%	Equity United States	190
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,852
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.02%	Equity North America	2,804
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	750
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.02%	Equity North America	2,599
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	26
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.04%	Equity United States Value	390
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.15%	Equity World Financials Social/Environmental	119
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	101
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	97

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