Skip to content

Equitable Holdings EQH Wealth Management — Total Assets

Other segment segments

Retirement
$192.39B
Asset Management
$10.32B-4.8%

Similar metrics at other companies

Stifel Financial logo
SFGlobal Wealth Management — Total Assets
$37.47B+6.6%
Bank of America logo
BACGlobal Wealth & Investment Management — Total Assets
$336.51B+2.0%
Wells Fargo & Company logo
WFCWealth Management — Total Assets
$95.43B+10.5%
Wintrust Financial logo
WTFCWealth management — Total assets at period end
$1.39B+35.4%
Citigroup logo
CWealth — Total Assets
$320B+42.9%
JPMorgan Chase logo
JPMAsset & Wealth Management — Total Assets
$299.18B+15.8%

Other financials

Income statement

See full
Revenue$4.2B-7.6%
Net income$621.0M+886%
EPS (diluted)$2.14+1,238%

Balance sheet

See full
Cash & equivalents$9.9B+21.3%
Total debt$3.8B-11.4%
Total equity$273.0M-88.6%
Total assets$310.38B+8.0%

Cash flow

See full
Operating cash flow$499.0M+216%

Valuation

See full
Market cap$12.75B-34.9%
Enterprise value$6.68B-64.1%
P/S1.1×-0.2×

Profitability

See full
Net margin-5.9%

Returns & leverage

See full
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 official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

Ask your AI about Equitable Holdings's wealth management — total assets.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Equitable Holdings's wealth management — total assets?
Equitable Holdings (EQH) reported wealth management — total assets of $250M in Q1 2026.
How has Equitable Holdings's wealth management — total assets changed year-over-year?
Equitable Holdings's wealth management — total assets increased by 30.9% year-over-year, from $191M to $250M.
What does wealth management — total assets mean?
The total value of client investments managed by the wealth management division.
How do you interpret wealth management — total assets?
An increase indicates successful asset gathering and market appreciation, while a decrease suggests client outflows or market downturns.
How does wealth management — total assets compare across companies?
Equivalent to 'Assets Under Management' (AUM) at asset managers and wealth advisory firms.