Screener
Equitable Holdings EQH Gross Legacy — Changes in future economic assumptions
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept eqh:MarketRiskBenefitIncreaseDecreaseFromFutureEconomicAssumption.
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 | Three Months Ended June 30, 2026 / Retirement / GMx B Core | Three Months Ended June 30, 2026 / Corporate and Other / GMx B Legacy | Three Months Ended June 30, 2026 / Corporate and Other / Legacy Purchased MRB | Three Months Ended June 30, 2026 / Corporate and Other / Net Legacy | Three Months Ended June 30, 2025 / Retirement / GMx B Core | Three Months Ended June 30, 2025 / Corporate and Other / GMx B Legacy | Three Months Ended June 30, 2025 / Corporate and Other / Legacy Purchased MRB | Three Months Ended June 30, 2025 / Corporate and Other / Net Legacy |
|---|---|---|---|---|---|---|---|---|
| Attributed fees accrued (1) | 110 | 150 | (37) | 113 | 109 | 161 | (39) | 122 |
| Benefit payments | (12) | (263) | 116 | (147) | (12) | (285) | 128 | (157) |
| Actual policyholder behavior different from expected behavior | 6 | 17 | (6) | 11 | 7 | 22 | (14) | 8 |
| Changes in future economic assumptions | (49) | (78) | 76 | (2) | (42) | (232) | 140 | (92) |
| Issuances | — | — | — | — | (2) | — | — | — |
| Balance EOP before changes in the instrument-specific credit risk | 322 | 6,935 | (4,705) | 2,230 | 385 | 8,486 | (5,531) | 2,955 |
| Changes in the instrument-specific credit risk (2) | 281 | 421 | (5) | 416 | 268 | 326 | (10) | 316 |
| Balance, end of period | $603 | $7,356 | $(4,710) | $2,646 | $653 | $8,812 | $(5,541) | $3,271 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's gross legacy — changes in future economic assumptions?
- Equitable Holdings (EQH) reported gross legacy — changes in future economic assumptions of -$78M in Q2 2026.
- How has Equitable Holdings's gross legacy — changes in future economic assumptions changed year-over-year?
- Equitable Holdings's gross legacy — changes in future economic assumptions increased by 66.4% year-over-year, from -$232M to -$78M.
- What is the long-term trend for Equitable Holdings's gross legacy — changes in future economic assumptions?
- Over 2 years (2021 to 2024), Equitable Holdings's gross legacy — changes in future economic assumptions has grown at a 26.4% compound annual growth rate (CAGR), from -$1.35B to -$2.16B.
- What does gross legacy — changes in future economic assumptions mean?
- Reflects the impact of updating long-term economic assumptions, such as interest rate curves or volatility projections, on the valuation of future liabilities. This metric captures the sensitivity of the legacy portfolio to changes in the macroeconomic environment. It is a key driver of periodic actuarial adjustments.
Ask your AI about Equitable Holdings's gross legacy — changes in future economic assumptions.
Connect your AI assistant and compare it to peers, right in your chat.
Connect your AI
Claude