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Equitable Holdings EQH Gross Legacy — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

EG
$336M-3.7%
EI
$55M-15.4%
Momentum
$29M-6.5%
UL
$18M-14.3%
VUL
$1M0.0%

Similar metrics at other companies

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GLOther — Policyholder Account Balance, Surrender and Withdrawal
$143.32M+53.9%
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RGALife Insurance Product Line — Policyholder Account Balance, Surrender and Withdrawal
-$27M-8.0%
Reinsurance Group of America logo
RGAInsurance, Other — Policyholder Account Balance, Surrender and Withdrawal
-$598M-21.8%
Prudential Financial logo
PRUIndividual Variable — Policyholder Account Balance, Surrender and Withdrawal
$369M+44.1%
Globe Life logo
GLInterest Sensitive Life — Policyholder Account Balance, Surrender and Withdrawal
$5.63M-5.7%
Corebridge Financial logo
CRBGLife Insurance — Separate Account, Liability, Surrender and Withdrawal
——

Other financials

Income statement

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Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

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Cash & equivalents$9.9B+21.3%
Total debt$3.8B-11.4%
Total equity$273.0M-88.6%
Total assets$310.38B+8.0%

Cash flow

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Operating cash flow$499.0M+216%

Valuation

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Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-0.2×

Profitability

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Net margin-5.9%—

Returns & leverage

See full
Return on equity-42%—
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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 — policyholder account balance, surrender and withdrawal?
Equitable Holdings (EQH) reported gross legacy — policyholder account balance, surrender and withdrawal of $15M in Q1 2026.
How has Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal changed year-over-year?
Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal decreased by 16.7% year-over-year, from $18M to $15M.
What is the long-term trend for Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal has grown at a -11.6% compound annual growth rate (CAGR), from $100M to $61M.
What does gross legacy — policyholder account balance, surrender and withdrawal mean?
Total value of funds withdrawn or surrendered by policyholders in the legacy segment.
How do you interpret gross legacy — policyholder account balance, surrender and withdrawal?
An increase in surrenders may signal potential liquidity pressure or competitive product offerings elsewhere.
How does gross legacy — policyholder account balance, surrender and withdrawal compare across companies?
Standard metric across life insurance and annuity providers as 'Surrender and Withdrawal' activity.