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Equitable Holdings EQH EI — Investment performance
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:SeparateAccountLiabilityIncreaseDecreaseFromInvestedPerformance.
The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 2:06 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001333986-26-000040
| Line item | Retirement / GMx B Core | Retirement / EQUI-VEST Individual | Retirement / Investment Edge | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / VUL | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|
| Policy charges | (255) | (2) | — | (9) | (13) | (294) | (245) |
| Surrenders and withdrawals | (2,009) | (270) | (341) | (1,557) | (503) | (308) | (1,579) |
| Benefit payments | (136) | (32) | (25) | (40) | (6) | (122) | (317) |
| Investment performance (1) | 2,099 | 437 | 398 | 3,336 | 469 | 1,906 | 2,318 |
| Net transfers from (to) General Account | 56 | (10) | (910) | (153) | 19 | (176) | (6) |
| Other charges (2) | — | — | — | — | — | 3 | (103) |
| Balance, end of period | $31,314 | $5,004 | $5,655 | $36,618 | $5,436 | $22,066 | $28,369 |
| Cash surrender value | $30,479 | $4,975 | $5,575 | $36,293 | $5,430 | $21,494 | $28,179 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's EI — investment performance?
- Equitable Holdings (EQH) reported EI — investment performance of 62,400,000,000% in Q2 2026.
- How has Equitable Holdings's EI — investment performance changed year-over-year?
- Equitable Holdings's EI — investment performance increased by 50.4% year-over-year, from 41,500,000,000% to 62,400,000,000%.
- What is the long-term trend for Equitable Holdings's EI — investment performance?
- Over 2 years (2021 to 2025), Equitable Holdings's EI — investment performance has grown at a -18.0% compound annual growth rate (CAGR), from 85,900,000,000% to 57,800,000,000%.
- What does EI — investment performance mean?
- Measures the net change in the value of assets held within separate accounts due to market fluctuations, interest, and dividends. It captures the underlying market-driven growth or decline of the investment portfolios backing variable annuity products.
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