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Equitable Holdings EQH Wealth Management — Net investment income (loss)
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept eqh:SECSchedule1216InsuranceCompaniesSupplementaryInsuranceInformationNetInvestmentIncomeLoss.
The source filing: Equitable Holdings’s 10-K, filed February 25, 2026.
- Filed
- Feb 25, 2026, 3:26 PM EST
- Fiscal year
- FY2025
- Accession
- 0001333986-26-000012
| Line item | Retirement | Asset Management | Wealth Management | Corporate and Other | Elim-inations | Total |
|---|---|---|---|---|---|---|
| Policyholders’ account balances | 118,537 | — | — | 14,896 | — | 133,433 |
| Future policy benefits and other policyholders’ liabilities | 5,318 | — | — | 12,342 | — | 17,660 |
| Policy charges and premium revenue | 1,217 | — | — | 1,997 | — | 3,214 |
| Net derivative gains (losses) | (2,268) | (29) | — | 223 | 19 | (2,055) |
| Net investment income (loss) | 4,294 | 20 | 12 | 785 | 123 | 5,234 |
| Policyholders’ benefits and interest credited | 2,896 | — | — | 2,515 | — | 5,411 |
| Amortization of deferred policy acquisition costs | 591 | — | — | 198 | — | 789 |
| All other operating expenses (1) | 789 | 3,493 | 1,683 | 1,644 | (951) | 6,658 |
Item 8. Financial Statements and Supplementary Data
FAQ
- What is Equitable Holdings's wealth management — net investment income (loss)?
- Equitable Holdings (EQH) reported wealth management — net investment income (loss) of $3M in Q4 2025.
- How has Equitable Holdings's wealth management — net investment income (loss) changed year-over-year?
- Equitable Holdings's wealth management — net investment income (loss) decreased by 29.4% year-over-year, from $4.25M to $3M.
- What is the long-term trend for Equitable Holdings's wealth management — net investment income (loss)?
- Over 4 years (2021 to 2025), Equitable Holdings's wealth management — net investment income (loss) has grown at a 86.1% compound annual growth rate (CAGR), from -$1M to $12M.
- What does wealth management — net investment income (loss) mean?
- This represents the income earned from the segment's investment portfolio, including interest, dividends, and realized gains, net of investment-related expenses. It is a critical component of the segment's overall profitability, especially for products that require the company to hold assets to back policyholder liabilities. It reflects the performance of the company's asset-liability management strategy.
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