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Equitable Holdings EQH UL — Weighted-average crediting rate
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceWeightedAverageCreditingRate.
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 — weighted-average crediting rate?
- Equitable Holdings (EQH) reported UL — weighted-average crediting rate of 3.9% in Q2 2026.
- How has Equitable Holdings's UL — weighted-average crediting rate changed year-over-year?
- Equitable Holdings's UL — weighted-average crediting rate increased by 0.5% year-over-year, from 3.8% to 3.9%.
- What is the long-term trend for Equitable Holdings's UL — weighted-average crediting rate?
- Over 3 years (2022 to 2025), Equitable Holdings's UL — weighted-average crediting rate has grown at a 1.7% compound annual growth rate (CAGR), from 14.6% to 15.3%.
- What does UL — weighted-average crediting rate mean?
- The weighted-average crediting rate represents the mean interest rate applied to policyholder account balances within the Universal Life product segment. It reflects the cost of funds for the insurer and the growth rate provided to policyholders on their accumulated cash values. This metric is essential for assessing the competitiveness of the product and the company's interest margin management.
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