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Equitable Holdings EQH UL — Cash surrender value
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Balance, end of period | $(70) | $90,076 | $1,738 | $10,905 | $438 | $4,868 | $5,288 | $216 |
| Weighted-average crediting rate | 1.84% | N/A | 2.99% | 2.66% | 2.30% | 3.85% | 3.67% | 2.78% |
| Net amount at risk (3) | $2,799 | $3 | $94 | $6 | — | $30,087 | $116,980 | $13,628 |
| Cash surrender value | $160 | $85,864 | $1,733 | $10,857 | $438 | $3,266 | $3,247 | $401 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's UL — cash surrender value?
- Equitable Holdings (EQH) reported UL — cash surrender value of $3.27B in Q2 2026.
- How has Equitable Holdings's UL — cash surrender value changed year-over-year?
- Equitable Holdings's UL — cash surrender value decreased by 1.7% year-over-year, from $3.32B to $3.27B.
- What is the long-term trend for Equitable Holdings's UL — cash surrender value?
- Over 3 years (2022 to 2025), Equitable Holdings's UL — cash surrender value has grown at a -1.8% compound annual growth rate (CAGR), from $14.03B to $13.28B.
- What does UL — cash surrender value mean?
- The cash surrender value is the amount a policyholder would receive upon the voluntary termination of their Universal Life insurance policy before maturity. It is typically the account value minus any applicable surrender charges. This metric serves as a measure of policyholder liquidity and potential outflow risk.
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