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Equitable Holdings EQH IUL — Capitalization
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:DeferredPolicyAcquisitionCostsAdditions.
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 | Six Months Ended June 30, 2026 / Retirement / GMx B Core | Six Months Ended June 30, 2026 / Retirement / EI | Six Months Ended June 30, 2026 / Retirement / IE | Six Months Ended June 30, 2026 / Retirement / SCS | Six Months Ended June 30, 2026 / Retirement / EG | Six Months Ended June 30, 2026 / Retirement / Momentum | Six Months Ended June 30, 2026 / Corporate and Other / Term | Six Months Ended June 30, 2026 / Corporate and Other / UL | Six Months Ended June 30, 2026 / Corporate and Other / VUL | Six Months Ended June 30, 2026 / Corporate and Other / IUL | Six Months Ended June 30, 2026 / Corporate and Other / GMx B Legacy | Corporate and Other / CB | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (in millions) | |||||||||||||
| Balance, beginning of period | $1,587 | $153 | $273 | $2,274 | $789 | $79 | $288 | $167 | $1,143 | $181 | $472 | $98 | $7,504 |
| Capitalization | 63 | 5 | 41 | 373 | 30 | 5 | 2 | 6 | 57 | 3 | 9 | — | 594 |
| Amortization (1) | (81) | (6) | (13) | (192) | (24) | (8) | (17) | (6) | (35) | (6) | (29) | (4) | (421) |
| Recovery of acquisition costs (2) | — | — | — | (42) | — | — | (8) | (3) | (4) | (1) | — | — | (58) |
| Balance, end of period | $1,569 | $152 | $301 | $2,413 | $795 | $76 | $265 | $164 | $1,161 | $177 | $452 | $94 | $7,619 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's IUL — capitalization?
- Equitable Holdings (EQH) reported IUL — capitalization of $2M in Q2 2026.
- How has Equitable Holdings's IUL — capitalization changed year-over-year?
- Equitable Holdings's IUL — capitalization decreased by 33.3% year-over-year, from $3M to $2M.
- What is the long-term trend for Equitable Holdings's IUL — capitalization?
- Over 3 years (2021 to 2025), Equitable Holdings's IUL — capitalization has grown at a -31.5% compound annual growth rate (CAGR), from $28M to $9M.
- What does IUL — capitalization mean?
- This metric reflects the amount of acquisition-related costs that are deferred and recorded as an asset on the balance sheet rather than being expensed immediately. It indicates the company's investment in growing its policyholder base through upfront sales expenditures.
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