Equitable Holdings, Inc. EQH

Company Overview

Equitable Holdings, Inc. is a diversified financial services company operating primarily in the life insurance, retirement, asset management, and wealth management industries. The company provides retirement planning products, annuities, life insurance, investment management, and financial advisory services to individuals, institutions, and employers. Its primary revenue drivers include fees from assets under management and administration, insurance premiums, investment income, advisory fees, and spread-based earnings from retirement and protection products. The company serves retail investors, high-net-worth individuals, institutional clients, retirement plan participants, and corporate customers primarily in the United States.

Equitable traces its roots to The Equitable Life Assurance Society of the United States, founded in 1859. Following strategic restructuring and separation from AXA S.A., the company became publicly traded as Equitable Holdings in 2018. Since then, it has focused on expanding its retirement, wealth management, and asset management platforms while simplifying its corporate structure and increasing capital efficiency. The company’s strategic positioning is supported by its large distribution network, established advisory presence, broad retirement product portfolio, and long-standing relationship with AllianceBernstein Holding L.P.