Equitable Holdings EQH Investment expenses
Investment expenses at other companies
Other financials
Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:InvestmentIncomeInvestmentExpense.
The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Equitable Holdings's investment expenses?
- Equitable Holdings (EQH) reported investment expenses of $42M in Q1 2026.
- How has Equitable Holdings's investment expenses changed year-over-year?
- Equitable Holdings's investment expenses increased by 2.4% year-over-year, from $41M to $42M.
- What is the long-term trend for Equitable Holdings's investment expenses?
- Over 4 years (2021 to 2025), Equitable Holdings's investment expenses has grown at a 18.7% compound annual growth rate (CAGR), from $77M to $153M.
- What does investment expenses mean?
- The total costs incurred to manage and maintain the investment portfolio.
- How do you interpret investment expenses?
- An increase relative to assets under management may signal rising operational costs or inefficiencies in investment management.
- How does investment expenses compare across companies?
- Standard expense line item for any firm with a significant investment portfolio.