Equitable Holdings

ISIN US29452E1010

WKN A2PX9L

Market cap (in EUR)

11,445 m

Country

United States

Sector

Finance

Dividend yield

2.26%

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	11,445 m
EPS, EUR	-2.84
P/B ratio	214.2
P/E ratio	39.4
Dividend yield	2.26%

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 40 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 State Street SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.21%	Equity United States Small Cap	83
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.04%	Equity United States Multi-Factor Strategy	8
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc	0.13%	Equity World Small Cap	40
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.04%	Equity United States Multi-Factor Strategy	29
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	249
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis	0.55%	Equity World Small Cap Climate Change	71
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.43%	Equity United States Small Cap	232
Vanguard FTSE Global Small-Cap UCITS ETF USD Dist	0.13%	Equity World Small Cap	11
iShares MSCI World Small Cap UCITS ETF	0.12%	Equity World Small Cap	8,068
Amundi Russell 1000 Growth UCITS ETF Acc	0.02%	Equity United States Growth	611
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.12%	Equity World Small Cap	47
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	274
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	3,660
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.07%	Equity World Fundamental/Quality	243
ODDO BHF Global Equity Active UCITS ETF C	0.00%	Equity World Social/Environmental	5
State Street SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc)	0.80%	Equity United States Mid Cap	5
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,551
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.07%	Equity World Fundamental/Quality	696
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.04%	Equity United States Multi-Factor Strategy	114
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.12%	Equity World Small Cap	1,519
iShares Ageing Population UCITS ETF	0.62%	Equity World Health Care Social/Environmental Ageing Population	793
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	574
iShares S&P Mid Cap 400 Swap UCITS ETF USD (Acc)	0.38%	Equity United States Mid Cap	6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	248
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.04%	Equity United States Multi-Factor Strategy	25
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	118
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc	0.55%	Equity World Small Cap Climate Change	661
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.05%	Equity United States Small Cap	2,472
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF CHF Hedged (acc)	0.21%	Equity United States Small Cap	35
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,507
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.10%	Equity United States Mid Cap	4
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist)	0.38%	Equity United States Mid Cap	3
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist)	0.38%	Equity United States Mid Cap	60
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc)	0.38%	Equity United States Mid Cap	5,340
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	31
Xtrackers MSCI World IMI UCITS ETF 1C	0.02%	Equity World	24
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.00%	Equity World Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,152
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.10%	Equity United States Mid Cap	3
UBS MSCI World Small Cap UCITS ETF USD acc	0.14%	Equity World Small Cap	41

Savings plan offers

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Detailed comparison of all offers

Source: justETF Research; as of 11/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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