EQH · Company KPIs
Equitable Holdings (EQH) KPIs
Total Assets Under Management/Administration, Retirement segment net flows, Wealth Management advisory net new assets. As reported in SEC filings, with the source line for each figure.
Total Assets Under Management/Administration
$1.17T at Jun 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Jun 30, 2026 | $1.17T | Total AUM/A · $1,070.0 · $1,109.6 · $1,120.6 · $1,094.1 · $1,174.68-K filed 2026-08-04 |
| Mar 31, 2026 | $1.09T | Total AUM/A · $1,006.1 · $1,070.0 · $1,109.6 · $1,120.6 · $1,094.18-K filed 2026-05-04 |
| Dec 31, 2025 | $1.12T | Total AUM/A · $1,020.5 · $1,006.1 · $1,070.0 · $1,109.6 · $1,120.68-K filed 2026-02-04 |
| Sep 30, 2025 | $1.11T | Total AUM/A · $1,035.3 · $1,020.5 · $1,006.1 · $1,070.0 · $1,109.68-K filed 2025-11-04 |
| Jun 30, 2025 | $1.07T | Total AUM/A · $987.3 · $1,035.3 · $1,020.5 · $1,006.1 · $1,070.08-K filed 2025-08-05 |
| Mar 31, 2025 | $1.01T | Total AUM/A · $987.3 · $1,035.3 · $1,020.5 · $1,006.1 · $1,070.08-K filed 2025-08-05 |
| Dec 31, 2024 | $1.02T | Total AUM/A · $987.3 · $1,035.3 · $1,020.5 · $1,006.1 · $1,070.08-K filed 2025-08-05 |
| Sep 30, 2024 | $1.04T | Total AUM/A · $987.3 · $1,035.3 · $1,020.5 · $1,006.1 · $1,070.08-K filed 2025-08-05 |
Retirement segment net flows
$1.68B for the period ended Jun 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Jun 30, 2026 | $1.68B | Net flows · $1,919 · $1,120 · $1,260 · $1,288 · $1,684 · (12.2)% · $3,543 · $2,972 · (16.1)%8-K filed 2026-08-04 |
| Mar 31, 2026 | $1.29B | Net flows · $1,624 · $1,919 · $1,120 · $1,260 · $1,288 · (20.7)% · $1,624 · $1,288 · (20.7)%8-K filed 2026-05-04 |
| Dec 31, 2025 | $1.26B | Net flows · $1,614 · $1,624 · $1,919 · $1,120 · $1,260 · (21.9)% · $7,053 · $5,923 · (16.0)%8-K filed 2026-02-04 |
| Sep 30, 2025 | $1.12B | Net flows · $1,664 · $1,614 · $1,624 · $1,919 · $1,120 · (32.7)% · $5,439 · $4,663 · (14.3)%8-K filed 2025-11-04 |
| Mar 31, 2025 | $1.62B | Net flows · $1,664 · $1,614 · $1,624 · $1,919 · $1,120 · (32.7)% · $5,439 · $4,663 · (14.3)%8-K filed 2025-11-04 |
| Dec 31, 2024 | $1.61B | Net flows · $1,664 · $1,614 · $1,624 · $1,919 · $1,120 · (32.7)% · $5,439 · $4,663 · (14.3)%8-K filed 2025-11-04 |
| Sep 30, 2024 | $1.66B | Net flows · $1,664 · $1,614 · $1,624 · $1,919 · $1,120 · (32.7)% · $5,439 · $4,663 · (14.3)%8-K filed 2025-11-04 |
Wealth Management advisory net new assets
$2.15B for the period ended Dec 31, 2025
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Dec 31, 2025 | $2.15B | Advisory net new assets · $1,139 · $1,981 · $2,027 · $2,210 · $2,148 · 88.5% · $4,766 · $8,366 · 75.5%8-K filed 2026-02-04 |
| Sep 30, 2025 | $2.21B | Advisory net new assets · $2,064 · $1,139 · $1,981 · $2,027 · $2,210 · 7.1% · $3,627 · $6,218 · 71.4%8-K filed 2025-11-04 |
| Jun 30, 2025 | $2.03B | Advisory net new assets · $1,602 · $2,064 · $1,139 · $1,981 · $2,027 · 26.5% · $1,563 · $4,008 · 156.4%8-K filed 2025-08-05 |
| Mar 31, 2025 | $1.98B | Advisory net new assets · $1,602 · $2,064 · $1,139 · $1,981 · $2,027 · 26.5% · $1,563 · $4,008 · 156.4%8-K filed 2025-08-05 |
| Dec 31, 2024 | $1.14B | Advisory net new assets · $1,602 · $2,064 · $1,139 · $1,981 · $2,027 · 26.5% · $1,563 · $4,008 · 156.4%8-K filed 2025-08-05 |
| Sep 30, 2024 | $2.06B | Advisory net new assets · $1,602 · $2,064 · $1,139 · $1,981 · $2,027 · 26.5% · $1,563 · $4,008 · 156.4%8-K filed 2025-08-05 |
| Jun 30, 2024 | $1.6B | Advisory net new assets · $1,602 · $2,064 · $1,139 · $1,981 · $2,027 · 26.5% · $1,563 · $4,008 · 156.4%8-K filed 2025-08-05 |
Reading notes
Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.
This page shows the latest 8 periods of each metric.