Equitable Holdings, Inc.: insider trades · United States · SEC (Form 4)

About Equitable Holdings, Inc.

Equitable Holdings, Inc. (NYSE: EQH) is a US-based financial services group headquartered in New York, United States. For French-speaking investors, it is best viewed as a diversified platform spanning insurance, retirement, asset management and wealth advisory. The company traces part of its heritage to the historic Equitable brand in American financial services, while its current structure reflects the separation and reorganization of its financial businesses. Today, the investment case is built around a more capital-light model focused on recurring, fee-driven and less capital-intensive activities. ([ir.equitableholdings.com](https://ir.equitableholdings.com/files/doc_events/2025/05/EQH-2024-Annual-Report.pdf?utm_source=openai)) Equitable’s business is organized around several core segments: Individual Retirement and Group Retirement, which provide retirement savings, annuity and employer-sponsored retirement solutions; Asset Management, primarily through AllianceBernstein, serving institutional, retail and private-wealth clients; Protection Solutions, which offers life insurance and protection products; and Wealth Management, through Equitable Advisors, which delivers financial advice, brokerage and wealth planning services. In practical terms, EQH combines fee revenue, spread-based earnings and asset-based management fees, giving it a balanced exposure to capital markets and to structural demand for retirement and advice solutions. ([ir.equitableholdings.com](https://ir.equitableholdings.com/files/doc_events/2025/05/EQH-2024-Annual-Report.pdf?utm_source=openai)) From a competitive standpoint, Equitable Holdings is a significant player in the US retirement and wealth ecosystem, with more than 5 million client relationships globally and about $1.0 trillion of assets under management and administration as of December 31, 2024. Management later reported a record level of roughly $1.1 trillion at year-end 2025. That scale, together with AllianceBernstein’s investment platform and Equitable Advisors’ distribution footprint, supports commercial reach and product breadth. The company also highlights the growth of its wealth management franchise and its expanding private-markets capabilities. ([ir.equitableholdings.com](https://ir.equitableholdings.com/news-and-events/investor-releases/news-details/2025/Equitable-Holdings-Announces-Final-Results-of-Cash-Tender-Offer-for-Units-of-AllianceBernstein-Holding/default.aspx?utm_source=openai)) Recent strategic developments have been important. In 2025, Equitable announced a reinsurance transaction covering 75% of its individual life block with RGA, designed to release capital and reduce mortality risk exposure. In March 2026, the company also announced an all-stock merger with Corebridge Financial, described as creating a larger, more diversified financial institution with greater scale and distribution access. These moves reinforce a strategy centered on balance-sheet simplification, lower capital intensity and a sharper focus on retirement, asset management and wealth management. ([ir.equitableholdings.com](https://ir.equitableholdings.com/news-and-events/investor-releases/news-details/2025/Equitable-Holdings-Reinsures-75-of-its-Individual-Life-Block-with-RGA-Enhancing-Focus-on-Growth-in-Retirement-Asset-Management-and-Wealth-Management/default.aspx?utm_source=openai))