
Axa Equitable Holdings Inc
EQH · NYSE · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides 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. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Mark Pearson FCCA
- Employees8.00K
- Headquarters1345 Avenue Of The Americas, New York, NY, United States, 10105, USA
- Websitehttps://ir.equitableholdings.com
Leadership
- Mr. Mark Pearson FCCAPresident, CEO & Director · b. 1958
- Mr. Robin Matthew RajuSenior Executive VP & CFO · b. 1982
- Mr. Jeffrey Joy Hurd J.D.Senior Executive VP & COO · b. 1967
- Mr. Seth Perry BernsteinHead of Asset Management · b. 1961
- Mr. Nicholas Burritt LanePresident of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions · b. 1974
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy6
- Buy2
- Hold2
Ownership Breakdown
- Institutions
- 100.68%
- Insiders
- 0.60%
- Retail / Other
- 0.00%
Top Institutional Holders
- BlackRock Inc27.32M10.02%
- NORGES BANK18.33M6.72%
- T. Rowe Price Associates, Inc.17.53M6.43%
- Vanguard Portfolio Management, LLC14.63M5.36%
- Vanguard Capital Management, LLC12.63M4.63%
- State Street Corp11.98M4.39%
- Harris Associates L.P.9.49M3.48%
- Canada Pension Plan Investment Board9.11M3.34%
- Wellington Management Company LLP8.78M3.22%
- Capital Research & Mgmt Co - Division 38.42M3.09%
- Geode Capital Management, LLC5.85M2.15%
- Thornburg Investment Management Inc4.99M1.83%
- BMO Capital Markets Corp.4.91M1.80%
- Bank of Montreal4.84M1.78%
Top Fund Holders
- iShares Core S&P Mid-Cap ETF9.84M3.61%
- Vanguard MStar Total Stk Mkt Idx Invest8.96M3.28%
- Vanguard Small Cap Index6.48M2.38%
- T. Rowe Price Equity Income5.00M1.83%
- Thornburg Investment Income Builder A4.81M1.76%
- Oakmark Investor4.75M1.74%