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Equitable Holdings EQH Gross Legacy — Policyholders’ account balance reconciliation

Other product segments

EG
$10.88B-2.1%
VUL
$5.21B+4.5%
UL
$4.89B-2.4%
EI
$1.79B-10.2%
Momentum
$457M-10.4%

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PRUGroup Insurance — Policyholders’ account balances
$2.37B+0.2%
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$38.43B+8.9%
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PRUIndividual Variable — Policyholder Account Balance, Gross
$23.77B+35.6%

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

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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:PolicyholderFunds.

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 — policyholders’ account balance reconciliation?
Equitable Holdings (EQH) reported gross legacy — policyholders’ account balance reconciliation of $222M in Q1 2026.
How has Equitable Holdings's gross legacy — policyholders’ account balance reconciliation changed year-over-year?
Equitable Holdings's gross legacy — policyholders’ account balance reconciliation decreased by 14.6% year-over-year, from $260M to $222M.
What is the long-term trend for Equitable Holdings's gross legacy — policyholders’ account balance reconciliation?
Over 2 years (2023 to 2025), Equitable Holdings's gross legacy — policyholders’ account balance reconciliation has grown at a -29.9% compound annual growth rate (CAGR), from $1.97B to $967M.
What does gross legacy — policyholders’ account balance reconciliation mean?
The net change in total customer account balances due to premiums, withdrawals, and interest.
How do you interpret gross legacy — policyholders’ account balance reconciliation?
A net decrease often indicates a maturing or shrinking legacy block, while a net increase may suggest retention or new activity.
How does gross legacy — policyholders’ account balance reconciliation compare across companies?
Standard disclosure for life insurance and annuity segments to explain balance sheet movements.