13F-HR: Equitable Holdings, Inc. Discloses Q1 2024 Investment Holdings in Form 13F Filing

Equitable Holdings, Inc.'s latest 13F filing reveals their investment positions as of March 31, 2024, totaling approximately $8.88 billion across 1,266 holdings.

Summary

• Equitable Holdings, Inc. filed its Form 13F for the quarter ended March 31, 2024.
• The filing discloses the company's holdings as an institutional investment manager.
• The report includes holdings from Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC, and Equitable Investment Management, LLC.
• The total value of the reported holdings is $8,879,092,428 across 1,266 entries.
• The filing includes a detailed list of holdings, including common stock, ETFs, and other securities.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral as it does not express opinions or predictions.

Positives

• The filing provides a comprehensive overview of Equitable Holdings, Inc.'s investment portfolio.
• The detailed list of holdings allows for analysis of the company's investment strategy and sector allocations.
• The inclusion of multiple investment managers provides a broader view of the organization's investment activities.

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

• The investment strategies and holdings can be compared to other major institutional investors such as BlackRock, Vanguard, and State Street to assess relative portfolio allocations and investment choices.
• The portfolio's ETF holdings can be benchmarked against industry-standard indices like the S&P 500, MSCI EAFE, and Bloomberg Barclays Aggregate Bond Index to evaluate performance and diversification.
• Comparing Equitable Holdings' sector allocations (e.g., Technology, Healthcare, Energy) to those of peers can reveal insights into their investment outlook and risk appetite.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Equitable Holdings, Inc.
• The filing provides transparency to the market regarding the company's investment positions.
• The disclosed holdings may influence the trading activity and price movements of the underlying securities.

Key Dates