Screener
Equitable Holdings EQH IE — Investment performance
Other product segments
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:SeparateAccountLiabilityIncreaseDecreaseFromInvestedPerformance.
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 | Retirement / GMx B Core | Retirement / EQUI-VEST Individual | Retirement / Investment Edge | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / VUL | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|
| Policy charges | (255) | (2) | — | (9) | (13) | (294) | (245) |
| Surrenders and withdrawals | (2,009) | (270) | (341) | (1,557) | (503) | (308) | (1,579) |
| Benefit payments | (136) | (32) | (25) | (40) | (6) | (122) | (317) |
| Investment performance (1) | 2,099 | 437 | 398 | 3,336 | 469 | 1,906 | 2,318 |
| Net transfers from (to) General Account | 56 | (10) | (910) | (153) | 19 | (176) | (6) |
| Other charges (2) | — | — | — | — | — | 3 | (103) |
| Balance, end of period | $31,314 | $5,004 | $5,655 | $36,618 | $5,436 | $22,066 | $28,369 |
| Cash surrender value | $30,479 | $4,975 | $5,575 | $36,293 | $5,430 | $21,494 | $28,179 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's IE — investment performance?
- Equitable Holdings (EQH) reported IE — investment performance of 51,700,000,000% in Q2 2026.
- How has Equitable Holdings's IE — investment performance changed year-over-year?
- Equitable Holdings's IE — investment performance increased by 51.2% year-over-year, from 34,200,000,000% to 51,700,000,000%.
- What is the long-term trend for Equitable Holdings's IE — investment performance?
- Over 2 years (2021 to 2025), Equitable Holdings's IE — investment performance has grown at a 20.2% compound annual growth rate (CAGR), from 40,700,000,000% to 58,800,000,000%.
- What does IE — investment performance mean?
- The net gain or loss generated by the investment assets held within the segment, reflecting market returns and portfolio management effectiveness. This metric directly impacts the value of separate account liabilities and the company's overall profitability.
Ask your AI about Equitable Holdings's ie — investment performance.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude