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Equitable Holdings EQH Wealth Management — Total Assets

Other segment segments

Retirement
$209.7B

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Other financials

Income statement

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Revenue$1.7B-29.8%
Net income-$453.0M-29.8%
EPS (diluted)-$1.68-38.8%

Balance sheet

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Cash & equivalents$17.2B+14.9%
Total debt$3.8B-11.4%
Total equity-$785.0M-168%
Total assets$334.66B+10.4%

Cash flow

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Operating cash flow$643.0M+88.6%

Valuation

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Market cap$14B-9.3%
Enterprise value$658.75M-86.3%
P/S1.3×+0.2×

Profitability

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Net margin-5.9%

Returns & leverage

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Return on equity-42%
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept us-gaap:Assets.

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 itemJune 30, 2026December 31, 2025
Total assets by segment:
Retirement$209,695$196,794
Asset Management10,34310,386
Wealth Management273183
Corporate and Other114,346110,627
Total assets$334,657$317,990

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's wealth management — total assets?
Equitable Holdings (EQH) reported wealth management — total assets of $273M in Q2 2026.
How has Equitable Holdings's wealth management — total assets changed year-over-year?
Equitable Holdings's wealth management — total assets increased by 23.0% year-over-year, from $222M to $273M.
What does wealth management — total assets mean?
This represents the total value of financial assets held, managed, or administered by the Wealth Management segment on behalf of clients. It serves as the primary driver for fee-based revenue, as management fees are typically calculated as a percentage of these assets. Growth in this metric is a leading indicator of future revenue potential and market share expansion.

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