Company Description
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, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy.
The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals.
The Group Retirement segment 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.
The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional.
The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability 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.
| Country | United States |
| Founded | 1859 |
| Industry | Insurance - Diversified |
| Sector | Financials |
| Employees | 8,500 |
| CEO | Mark Pearson |
Contact Details
Address: 1345 Avenue Of The Americas New York, New York 10105 United States | |
| Phone | (212) 554-1234 |
| Website | equitableholdings.com |
Stock Details
| Ticker Symbol | EQH |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001333986 |
| CUSIP Number | 29452E101 |
| ISIN Number | US29452E1010 |
| Employer ID | 58-5512450 |
| SIC Code | 6411 |
Key Executives
| Name | Position |
|---|---|
| Mark Pearson | President, Chief Executive Officer and Director |
| Robin Matthew Raju | Senior Executive Vice President and Chief Financial Officer |
| Jeffrey Joy Hurd J.D. | Senior Executive Vice President and Chief Operating Officer |
| Nicholas Burritt Lane | President of Equitable, Senior Executive Vice President and Head of Retirement, Wealth Management & Protection Solutions |
| Seth Perry Bernstein | President and Chief Executive Officer of AllianceBernstein Corporation |
| Steven Michael Joenk | Chief Investment Officer |
| William James Eckert IV | Senior Vice President, Chief Accounting Officer and Controller |
| Erik James Bass C.F.A. | Head of Investor Relations |
| Jose Ramon Gonzalez Esq. | Senior EVice President, Chief Legal Officer and Corporate Secretary |
| Constance K. Weaver | Chief Marketing Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 9, 2024 | ARS | Filing |
| Apr 9, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 9, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 18, 2024 | 144 | Filing |
| Mar 1, 2024 | 144 | Filing |
| Feb 29, 2024 | 144 | Filing |
| Feb 26, 2024 | 10-K | Annual Report |
| Feb 21, 2024 | 144 | Filing |
| Feb 15, 2024 | 144 | Filing |
| Feb 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |