13F-HR: Equitable Holdings Discloses Q1 2025 Investment Portfolio

Equitable Holdings' latest 13F filing reveals its holdings as of March 31, 2025, with a total portfolio value of over $10.5 billion.

Summary

• Equitable Holdings, Inc. reported its Form 13F holdings for the quarter ended March 31, 2025.
• The report includes holdings from Equitable Holdings and other included managers.
• The total value of the reported holdings is $10,534,504,616.
• The filing lists 1,443 entries in the Form 13F Information Table.
• The report includes holdings from three other investment managers: Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC, and Equitable Investment Management, LLC.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral as it does not contain any positive or negative commentary.

Positives

• The filing provides a comprehensive overview of Equitable Holdings' investment portfolio.
• The detailed list of holdings allows for analysis of the company's investment strategy and risk exposure.
• The inclusion of multiple managers provides insight into the different investment approaches within the organization.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies.

Comparison to Industry Standards

• Comparable companies that file 13F reports include BlackRock, Vanguard, and State Street.
• These filings are used by investors to understand portfolio composition and investment strategies, and are a standard benchmark for institutional investment activity.
• The size and diversification of Equitable Holdings' portfolio can be compared to these industry peers to assess its relative investment approach.

Stakeholder Impact

• Shareholders can use this information to understand the company's investment strategy.
• The holdings may influence the market prices of the listed securities.
• The investment decisions reflect the company's approach to managing its assets.

Key Dates

Keywords

holdings, investments, Equitable Holdings, Form 13F, institutional investment manager, portfolio