Equitable Holdings EQH Gross Legacy — 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 official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Equitable Holdings's gross legacy — investment performance?
- Equitable Holdings (EQH) reported gross legacy — investment performance of -$765M in Q1 2026.
- How has Equitable Holdings's gross legacy — investment performance changed year-over-year?
- Equitable Holdings's gross legacy — investment performance increased by 10.0% year-over-year, from -$850M to -$765M.
- What is the long-term trend for Equitable Holdings's gross legacy — investment performance?
- Over 2 years (2021 to 2025), Equitable Holdings's gross legacy — investment performance has grown at a -30.3% compound annual growth rate (CAGR), from $6.09B to $2.96B.
- What does gross legacy — investment performance mean?
- The market gains or losses on the investments held in customer separate accounts.
- How do you interpret gross legacy — investment performance?
- Positive performance increases the value of assets under management and potential fee income, while negative performance reduces the account value and may increase the cost of guaranteed benefits.
- How does gross legacy — investment performance compare across companies?
- Similar to 'Net Investment Income' or 'Separate Account Performance' reported by asset managers and insurers.