Question 1

What is Equitable Holdings's momentum — policyholder account value?

Accepted Answer

Equitable Holdings (EQH) reported momentum — policyholder account value of $437M in Q2 2026.

Question 2

How has Equitable Holdings's momentum — policyholder account value changed year-over-year?

Accepted Answer

Equitable Holdings's momentum — policyholder account value decreased by 12.1% year-over-year, from $497M to $437M.

Question 3

What is the long-term trend for Equitable Holdings's momentum — policyholder account value?

Accepted Answer

Over 2 years (2023 to 2025), Equitable Holdings's momentum — policyholder account value has grown at a -6.1% compound annual growth rate (CAGR), from $2.27B to $2B.

Question 4

What does momentum — policyholder account value mean?

Accepted Answer

The total value of funds held in policyholder accounts, representing the company's primary liability to its customers. This metric tracks the scale and growth of the assets under management within the segment.


Momentum	0.00% - 1.50%	$	—	$	$11	$	$245	$	$47	$	$303
	1.51% - 2.50%	80		—		—		—		80
	Greater than 2.50%	50		—		4		—		54
	Total	$	$130	$	$11	$	$249	$	$47	$	$437
Corporate and Other
Universal Life	0.00% - 1.50%	$	—	$	—	$	—	$	$6	$	$6
	1.51% - 2.50%	—		82		280		668		1,030
	Greater than 2.50%	3,091		715		—		—		3,806

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Equitable Holdings EQH Momentum — Policyholder account value