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%
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Capital at risk

What ETF is Equitable Holdings in?

There are 74 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) 0.19%
Equity
United States
Small Cap
83
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.05%
Equity
World
Small Cap
Climate Change
478
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.04%
Equity
United States
Multi-Factor Strategy
8
iShares FTSE All-World UCITS ETF USD (Acc) 0.01%
Equity
World
34
Xtrackers MSCI World Small Cap UCITS ETF 1D 0.13%
Equity
World
Small Cap
15
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0.02%
Equity
United States
Value
139
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.01%
Equity
World
51,203
Amundi S&P 400 US Mid Cap UCITS ETF Acc 0.38%
Equity
United States
Mid Cap
103
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.04%
Equity
United States
Multi-Factor Strategy
28
Invesco Global Buyback Achievers UCITS ETF 0.28%
Equity
World
Buyback
177
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
233
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.01%
Equity
World
33
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis 0.51%
Equity
World
Small Cap
Climate Change
71
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.40%
Equity
United States
Small Cap
258
Amundi Russell 1000 Growth UCITS ETF Acc 0.02%
Equity
United States
Growth
598
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.11%
Equity
World
Small Cap
46
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.06%
Equity
World
Fundamental/Quality
11
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.01%
Equity
World
556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.03%
Equity
World
Dividend
2,972
Vanguard FTSE Developed World UCITS ETF Acc 0.01%
Equity
World
5,912
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.06%
Equity
World
Fundamental/Quality
229
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.01%
Equity
World
24
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.02%
Equity
United States
Growth
1,102
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.06%
Equity
World
7,515
iShares FTSE All-World UCITS ETF USD (Dist) 0.01%
Equity
World
1
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 0.04%
Equity
United States
Social/Environmental
11
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
553
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
218
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.04%
Equity
United States
Multi-Factor Strategy
24
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.01%
Equity
World
9
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.05%
Equity
United States
Small Cap
2,700
Xtrackers MSCI World Small Cap UCITS ETF 1C 0.13%
Equity
World
Small Cap
138
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.02%
Equity
World
19
Vanguard FTSE Developed World UCITS ETF Distributing 0.01%
Equity
World
4,156
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist 0.02%
Equity
United States
Value
2
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
1,430
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD 0.19%
Equity
United States
Small Cap
921
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc 0.10%
Equity
United States
Mid Cap
3
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.02%
Equity
North America
2,883
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.02%
Equity
North America
Social/Environmental
28
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.24%
Equity
World
Small Cap
64
Xtrackers FTSE All-World UCITS ETF 1C 0.01%
Equity
World
133
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.25%
Equity
United States
Small Cap
42
Invesco FTSE All-World UCITS ETF 0.01%
Equity
World
281
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.01%
Equity
World
64
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.19%
Equity
United States
Small Cap
226
Invesco FTSE All-World UCITS ETF 0.01%
Equity
World
3,989
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Acc 0.02%
Equity
United States
Growth
14
iShares MSCI World Small Cap UCITS ETF 0.12%
Equity
World
Small Cap
7,676
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis 0.02%
Equity
United States
Growth
0
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.02%
Equity
North America
Social/Environmental
260
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.01%
Equity
World
23,550
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0.03%
Equity
World
Social/Environmental
17
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 0.21%
Equity
World
Small Cap
10
State Street SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc) 0.75%
Equity
United States
Mid Cap
5
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.25%
Equity
United States
Small Cap
32
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.06%
Equity
World
Fundamental/Quality
647
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.06%
Equity
World
Fundamental/Quality
2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.04%
Equity
United States
Multi-Factor Strategy
110
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 0.11%
Equity
World
Small Cap
1,704
iShares Ageing Population UCITS ETF 0.55%
Equity
World
Health Care
Social/Environmental
Ageing Population
806
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.03%
Equity
World
Dividend
9,897
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc 0.51%
Equity
World
Small Cap
Climate Change
634
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.02%
Equity
North America
2,989
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.01%
Equity
United States
Value
991
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.01%
Equity
World
72
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (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
5,416
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist) 0.38%
Equity
United States
Mid Cap
72
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) 0.03%
Equity
World
Small Cap
397
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
1,056
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 0.13%
Equity
World
Small Cap
38
— 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.