Screener
Equitable Holdings EQH Momentum — Policyholder Account Balance, Surrender and Withdrawal
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:PolicyholderAccountBalanceSurrenderAndWithdrawal.
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 / SCS (1) | Retirement / EQUI-VEST Individual | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / Universal Life | Corporate and Other / Variable Universal Life | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $(52) | $80,752 | $1,819 | $10,968 | $489 | $4,924 | $5,165 | $222 |
| Premiums received | 45 | 435 | 16 | 295 | 20 | 271 | 37 | 2 |
| Policy charges | 6 | (52) | — | (3) | — | (314) | (143) | 17 |
| Surrenders and withdrawals | (15) | (3,379) | (110) | (649) | (56) | (40) | (35) | (29) |
| Benefit payments | — | (241) | (23) | (34) | (1) | (79) | (20) | (8) |
| Net transfers from (to) Separate Account | (56) | 6,473 | 10 | 153 | (19) | — | 176 | 5 |
| Interest credited (2) | 2 | 6,088 | 26 | 175 | 5 | 106 | 108 | 6 |
| Other (4) | — | — | — | — | — | — | — | 1 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal?
- Equitable Holdings (EQH) reported momentum — policyholder account balance, surrender and withdrawal of $27M in Q2 2026.
- How has Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal changed year-over-year?
- Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal increased by 22.7% year-over-year, from $22M to $27M.
- What is the long-term trend for Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal has grown at a -5.9% compound annual growth rate (CAGR), from $152M to $119M.
- What does momentum — policyholder account balance, surrender and withdrawal mean?
- This represents the total outflows from policyholder accounts due to voluntary surrenders or partial withdrawals by customers. High levels of surrenders can indicate customer dissatisfaction, competitive product offerings, or a need for liquidity by policyholders. This is a critical metric for assessing customer retention and the stability of the long-term liability base.
Ask your AI about Equitable Holdings's momentum — policyholder account balance, surrender and withdrawal.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude