Skip to content

Equitable Holdings EQH Group Retirement — Interest credited to policyholders’ account balances

Discontinued — last reported Q2 '25

Other segment segments

Retirement
$737M
Asset Management
$0
Wealth Management
$0

Similar metrics at other companies

Prudential Financial logo
PRURetirement — Interest credited to policyholders’ account balances
$648M+36.7%
Prudential Financial logo
PRURetirement Strategies — Policyholder Account Balance, Interest Expense
$403M+33.0%
Principal Financial Group logo
PFGWorkplace Savings And Retirement Solutions — Interest Credited To Policyholders Account Balances
$152M+31.1%
Corebridge Financial logo
CRBGGroup Retirement — Interest credited to policyholder account balances
Corebridge Financial logo
CRBGIndividual Retirement — Interest credited to policyholder account balances
Corebridge Financial logo
CRBGGroup Retirement — Interest credited

Other financials

Income statement

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

Balance sheet

See full
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

See full
Operating cash flow$499.0M+216%

Valuation

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

Profitability

See full
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 eqh:PolicyholderAccountBalanceInterestExpenseAdjusted.

The official record: Equitable Holdings’s 10-Q, filed August 11, 2025, on SEC EDGAR. View the filing →

Ask your AI about Equitable Holdings's group retirement — interest credited to policyholders’ account balances.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Equitable Holdings's group retirement — interest credited to policyholders’ account balances?
Equitable Holdings (EQH) reported group retirement — interest credited to policyholders’ account balances of $68M in Q2 2025.
How has Equitable Holdings's group retirement — interest credited to policyholders’ account balances changed year-over-year?
Equitable Holdings's group retirement — interest credited to policyholders’ account balances increased by 21.4% year-over-year, from $56M to $68M.
What does group retirement — interest credited to policyholders’ account balances mean?
The interest paid by the company to retirement plan customers on their account balances.
How do you interpret group retirement — interest credited to policyholders’ account balances?
An increase reflects higher crediting rates or larger account balances, which may compress margins if not offset by investment income.
How does group retirement — interest credited to policyholders’ account balances compare across companies?
Standard for annuity and retirement providers as interest credited to policyholder liabilities.