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ETF Holdings Breakdown of EQH

Stock NameAxa Equitable Holdings Inc
TickerEQH(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS29452E1010
LEI549300FIBAKMNHPZ4009

EQH institutional holdings

The adjusted close for EQH on 2025-12-11 was 49.00

The following institutional investment holdings of EQH have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-12-11 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 56,574USD 2,772,126 2.2% 49.00  
2025-12-11 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 361USD 17,689 2.2% 49.00  
2025-12-11 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 446,441USD 21,875,609 2.2% 49.00  
2025-12-11 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 29,884USD 1,464,316 2.2% 49.00  
2025-12-11 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 7,254USD 355,446 2.2% 49.00  
2025-12-11 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 1,844USD 67,254 1.3% 36.47 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 49.00 not 36.47. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B42YS929 incorrectly reporting value of holding as USD actually is reported in GBP
2025-12-11 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 446,441USD 21,875,609 2.2% 49.00  
2025-12-11 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 5,159USD 252,791 2.2% 49.00  
2025-12-11 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 71,649USD 3,510,801 2.2% 49.00  
2025-12-11 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 14,294USD 700,406 2.2% 49.00  
2025-12-11 IE00BD1F4M44 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP) 38,079USD 1,865,871 2.2% 49.00  
2025-12-11 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 446,441USD 21,875,609 2.2% 49.00  
2025-12-11 IE00BFF5RX68 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)) 38,079USD 1,865,871 2.2% 49.00  
2025-12-11 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 56,574USD 2,772,126 2.2% 49.00  
2025-12-11 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 56,574USD 2,772,126 2.2% 49.00  
2025-12-11 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 19,025USD 932,225 2.2% 49.00  
2025-12-11 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 19,025USD 932,225 2.2% 49.00  
2025-12-11 IE00BFYTYS33 (iShares Edge MSCI World Value Factor UCITS USD Dist) 41,553USD 2,036,097 2.2% 49.00  
2025-12-11 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 7,117USD 348,733 2.2% 49.00  
2025-12-11 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 282USD 13,818 2.2% 49.00  
2025-12-11 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 7,117USD 348,733 2.2% 49.00  
2025-12-11 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 51,276USD 2,512,524 2.2% 49.00  
2025-12-11 IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist)) 214USD 10,486 2.2% 49.00  
2025-12-11 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 446,441USD 21,875,609 2.2% 49.00  
2025-12-11 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 1,048USD 51,352 2.2% 49.00  
2025-12-11 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 1,048USD 51,352 2.2% 49.00  
2025-12-11 IE00BP3QZB59 (iShares Edge MSCI World Value Factor UCITS ETF) 41,553USD 2,036,097 2.2% 49.00  
2025-12-11 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 7,138USD 349,762 2.2% 49.00  
2025-12-11 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 282USD 13,818 2.2% 49.00  
2025-12-10 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 14,960USD 616,030 3.8% 41.18 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 49.00 not 41.18. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B441G979 incorrectly reporting value of holding as USD actually is reported in EUR
2025-12-09 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 71,649USD 3,348,874 1.5% 46.74 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 49.00 not 46.74. May be due to incorrect reporting of currency . Could be EUR or USD instead 
Total =2,445,376 USD 119,521,385
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with EQH

Brokerages Set Equitable Holdings, Inc. (NYSE:EQH) PT at $64.90
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the ten research firms that are presently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a hold recommendation and nine have given a buy recommendation to the company. The average 12-month target price […] - 2025-09-08 03:08:53
Equitable (NYSE:EQH) Given New $67.00 Price Target at Morgan Stanley
Equitable (NYSE:EQH – Get Free Report) had its price target decreased by equities researchers at Morgan Stanley from $68.00 to $67.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Morgan Stanley’s target price points to a potential upside of 27.57% from the stock’s previous close. […] - 2025-08-20 02:46:48
Equitable Holdings, Inc. (NYSE:EQH) Receives $65.00 Consensus PT from Brokerages
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) has earned an average recommendation of “Moderate Buy” from the ten research firms that are presently covering the firm, MarketBeat.com reports. One investment analyst has rated the stock with a hold rating and nine have given a buy rating to the company. The average 1-year price target […] - 2025-08-14 03:07:21
Maryland State Retirement & Pension System Lowers Stock Holdings in Equitable Holdings, Inc. (NYSE:EQH)
Maryland State Retirement & Pension System reduced its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 12.5% in the 1st quarter, Holdings Channel reports. The fund owned 14,771 shares of the company’s stock after selling 2,102 shares during the period. Maryland State Retirement & Pension System’s holdings in Equitable were worth $769,000 at […] - 2025-08-13 05:06:46
Equitable (EQH) Q2 EPS Drops 23%
Key PointsNon-GAAP operating earnings per share for Q2 2025 exceeded analysts’ expectations, but Headline revenue and non-GAAP earnings declined significantly from the prior year. - 2025-08-06 02:08:02
Head to Head Comparison: Equitable (NYSE:EQH) and AXA (OTCMKTS:AXAHY)
Equitable (NYSE:EQH – Get Free Report) and AXA (OTCMKTS:AXAHY – Get Free Report) are both large-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, dividends, earnings and risk. Volatility & Risk Equitable has a beta of 1.15, […] - 2025-07-30 02:12:44
Cwm LLC Purchases 9,936 Shares of Equitable Holdings, Inc. (NYSE:EQH)
Cwm LLC raised its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 114.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,628 shares of the company’s stock after buying an additional 9,936 shares during the quarter. Cwm LLC’s […] - 2025-07-22 07:17:23
Equitable Holdings, Inc. (NYSE:EQH) Shares Purchased by Cerity Partners LLC
Cerity Partners LLC increased its stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 72.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,469 shares of the company’s stock after purchasing an additional 16,587 shares during the quarter. […] - 2025-07-21 04:32:50
Nisa Investment Advisors LLC Grows Stock Holdings in Equitable Holdings, Inc. (NYSE:EQH)
Nisa Investment Advisors LLC boosted its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 181.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 38,921 shares of the company’s stock after acquiring an additional 25,101 shares during the period. Nisa Investment Advisors LLC’s holdings in Equitable […] - 2025-07-14 05:50:51
Mutual Advisors LLC Raises Stock Position in Equitable Holdings, Inc. (NYSE:EQH)
Mutual Advisors LLC raised its stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 5.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,367 shares of the company’s stock after purchasing an additional 319 shares during the […] - 2025-07-09 05:40:57
Oppenheimer & Co. Inc. Invests $252,000 in Equitable Holdings, Inc. (NYSE:EQH)
Oppenheimer & Co. Inc. bought a new stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) in the 1st quarter, HoldingsChannel reports. The institutional investor bought 4,831 shares of the company’s stock, valued at approximately $252,000. Several other large investors have also recently bought and sold shares of EQH. MV Capital Management Inc. […] - 2025-07-04 04:34:54
Mirae Asset Global Investments Co. Ltd. Has $4.81 Million Stake in Equitable Holdings, Inc. (NYSE:EQH)
Mirae Asset Global Investments Co. Ltd. boosted its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 16.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 93,129 shares of the company’s stock after purchasing an additional 13,436 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Equitable were […] - 2025-07-02 05:34:59
Brokerages Set Equitable Holdings, Inc. (NYSE:EQH) Target Price at $61.67
Shares of Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twelve ratings firms that are covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a hold recommendation and eleven have given a buy recommendation to the company. The average 1 […] - 2025-06-25 03:02:58
Trust Point Inc. Reduces Stock Position in Equitable Holdings, Inc. (NYSE:EQH)
Trust Point Inc. lessened its holdings in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 6.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,117 shares of the company’s stock after selling 273 shares during the quarter. Trust Point Inc.’s holdings in Equitable […] - 2025-06-19 05:35:04
Hennessy Advisors Inc. Purchases 4,000 Shares of Equitable Holdings, Inc. (NYSE:EQH)
Hennessy Advisors Inc. increased its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 20.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 24,000 shares of the company’s stock after buying an additional 4,000 shares during the quarter. Hennessy Advisors Inc.’s holdings in Equitable were worth $1,250,000 at the end of the […] - 2025-06-16 05:58:50
Equitable Holdings, Inc. (NYSE:EQH) Shares Purchased by Wedmont Private Capital
Wedmont Private Capital grew its stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 8.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,539 shares of the company’s stock after purchasing an additional 353 shares during the […] - 2025-06-12 08:24:47
UMB Bank n.a. Has $220,000 Stock Holdings in Equitable Holdings, Inc. (NYSE:EQH)
UMB Bank n.a. grew its stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 116.4% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 4,229 shares of the company’s stock after acquiring an additional 2,275 shares during the quarter. UMB Bank n.a.’s […] - 2025-06-12 07:48:43
Equitable (NYSE:EQH) Price Target Lowered to $75.00 at UBS Group
Equitable (NYSE:EQH – Get Free Report) had its price target reduced by investment analysts at UBS Group from $77.00 to $75.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price objective suggests a potential upside of 41.56% from the company’s current price. Several other […] - 2025-05-29 02:44:48
Equitable Holdings, Inc. (NYSE:EQH) Given Consensus Rating of “Moderate Buy” by Analysts
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) has been given an average rating of “Moderate Buy” by the twelve research firms that are covering the company, Marketbeat reports. One research analyst has rated the stock with a hold recommendation and eleven have issued a buy recommendation on the company. The average twelve-month target price […] - 2025-05-28 02:34:49
Equitable Holdings, Inc. (NYSE:EQH) Receives $61.33 Average Target Price from Brokerages
Shares of Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) have been given an average recommendation of “Moderate Buy” by the twelve research firms that are presently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a hold recommendation and eleven have issued a buy recommendation on the company. The average 12 […] - 2025-05-06 03:07:09
Analyzing Equitable (NYSE:EQH) and AIX (NASDAQ:AIFU)
Equitable (NYSE:EQH – Get Free Report) and AIX (NASDAQ:AIFU – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, earnings, risk and valuation. Profitability This table compares Equitable and AIX’s net margins, return […] - 2025-04-29 02:36:51
Investors Buy Large Volume of Put Options on Equitable (NYSE:EQH)
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) saw some unusual options trading on Tuesday. Stock investors bought 3,002 put options on the company. This represents an increase of 1,862% compared to the typical daily volume of 153 put options. Equitable Stock Performance Shares of EQH stock opened at $52.23 on Wednesday. The company has […] - 2025-04-02 02:32:52
Equitable Holdings, Inc. (NYSE:EQH) Shares Sold by American Century Companies Inc.
American Century Companies Inc. cut its stake in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 21.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 368,706 shares of the company’s stock after selling 101,294 shares during the period. […] - 2025-04-01 05:00:55
Korea Investment CORP Boosts Stake in Equitable Holdings, Inc. (NYSE:EQH)
Korea Investment CORP lifted its holdings in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 82.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 277,291 shares of the company’s stock after purchasing an additional 125,700 shares during the quarter. […] - 2025-03-31 05:44:55
Equitable Holdings, Inc. (NYSE:EQH) Shares Sold by Corient Private Wealth LLC
Corient Private Wealth LLC decreased its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 3.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 48,546 shares of the company’s stock after selling 1,673 shares during the quarter. Corient Private Wealth LLC’s holdings in […] - 2025-03-24 06:20:58
Noteworthy ETF Outflows: KBE, RKT, EQH, CRBG
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P Bank ETF (Symbol: KBE) where we have detected an approximate $152.2 million dollar outflow -- that's a 6.6% decrease week over week (fr - 2025-03-21 12:52:55
Avantax Advisory Services Inc. Has $855,000 Stake in Equitable Holdings, Inc. (NYSE:EQH)
Avantax Advisory Services Inc. decreased its position in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 18.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,121 shares of the company’s stock after selling 4,133 shares during the […] - 2025-03-21 06:45:18
EQH Quantitative Stock Analysis
Below is Validea's guru fundamental report for EQUITABLE HOLDINGS INC (EQH). Of the 22 guru strategies we follow, EQH rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental - 2025-03-18 16:57:56
Wealthfront Advisers LLC Takes Position in Equitable Holdings, Inc. (NYSE:EQH)
Wealthfront Advisers LLC bought a new position in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 11,989 shares of the company’s stock, valued at approximately $566,000. Other large investors also recently made changes to their positions in the company. Versant Capital Management Inc increased […] - 2025-03-17 06:16:49
Brokerages Set Equitable Holdings, Inc. (NYSE:EQH) PT at $57.75
Shares of Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) have been given an average rating of “Moderate Buy” by the twelve brokerages that are currently covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with a hold rating and ten have given a buy rating to the company. The average 12 […] - 2025-03-17 03:54:50

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