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Equitable Holdings EQH Gross Legacy — Net amount at risk
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceNetAmountAtRisk.
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 / SCS (1) | Retirement / EQUI-VEST Individual | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / Universal Life | Corporate and Other / Variable Universal Life | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|---|
| Benefit payments | — | (241) | (23) | (34) | (1) | (79) | (20) | (8) |
| Net transfers from (to) Separate Account | (56) | 6,473 | 10 | 153 | (19) | — | 176 | 5 |
| Interest credited (2) | 2 | 6,088 | 26 | 175 | 5 | 106 | 108 | 6 |
| Other (4) | — | — | — | — | — | — | — | 1 |
| Balance, end of period | $(70) | $90,076 | $1,738 | $10,905 | $438 | $4,868 | $5,288 | $216 |
| Weighted-average crediting rate | 1.84% | N/A | 2.99% | 2.66% | 2.30% | 3.85% | 3.67% | 2.78% |
| Net amount at risk (3) | $2,799 | $3 | $94 | $6 | — | $30,087 | $116,980 | $13,628 |
| Cash surrender value | $160 | $85,864 | $1,733 | $10,857 | $438 | $3,266 | $3,247 | $401 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's gross legacy — net amount at risk?
- Equitable Holdings (EQH) reported gross legacy — net amount at risk of $13.63B in Q2 2026.
- How has Equitable Holdings's gross legacy — net amount at risk changed year-over-year?
- Equitable Holdings's gross legacy — net amount at risk decreased by 13.9% year-over-year, from $15.84B to $13.63B.
- What is the long-term trend for Equitable Holdings's gross legacy — net amount at risk?
- Over 2 years (2023 to 2025), Equitable Holdings's gross legacy — net amount at risk has grown at a -15.6% compound annual growth rate (CAGR), from $87.93B to $62.65B.
- What does gross legacy — net amount at risk mean?
- The difference between the guaranteed benefit amount and the current account value of the policy, representing the insurer's potential liability if the policyholder were to claim the benefit today. This is a key measure of insurance risk exposure in variable annuity products.
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