EQH Equitable Holdings, Inc. Common Stock

NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗
$51.25
价格 · 八月 19, 2026
截至...的财报数据 八月 6, 2026

关于 Equitable Holdings, Inc. Common Stock 公司概况(来自维基百科)

Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.

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Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.

In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.

History

The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.

Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.

James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.

After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.

As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.

In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.

In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.

In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.

In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.

AXA acquisition

On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.

The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.

By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.

Equitable Holdings

In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.

On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.

On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.

On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.

In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

EQH 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$51.25
市值
P/E (TTM)
-9.9
每股收益 (TTM)
$-4.83
营收 (TTM)
$11.66B
股息收益率
ROE
负债/权益
52周区间
$35 – $55

EQH 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $11.66B
6-point trend, -6.0%
2020-12-31 2025-12-31
EPS $-4.83
6-point trend, -209.6%
2020-12-31 2025-12-31
自由现金流
利润率

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
EQH
同行中位数
P/E (TTM)
5-point trend, -219.7%
-9.9
31.6

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
EQH
同行中位数

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
EQH
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
EQH
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +53.2%
-6.1%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +53.2%
-2.6%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +53.2%
-1.2%
EPS YoY
5-point trend, -221.4%
7.9%
Net Income YoY (净利润同比增长)
5-point trend, -178.6%
-0.23%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
EQH
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -221.4%
$-4.83

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
EQH
同行中位数

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
派息率
5年股息复合年增长率 (CAGR)
除息日金额
2026年8月3日$0.3000
2026年6月1日$0.3000
2026年3月4日$0.2700
2025年11月24日$0.2700
2025年8月5日$0.2700
2025年6月2日$0.2700
2025年3月5日$0.2400
2024年11月26日$0.2400
2024年8月6日$0.2400
2024年6月3日$0.2400
2024年2月23日$0.2200
2023年11月24日$0.2200
2023年8月4日$0.2200
2023年6月2日$0.2200
2023年2月24日$0.2000
2022年11月25日$0.2000
2022年8月5日$0.2000
2022年5月26日$0.2000
2022年2月25日$0.1800
2021年11月26日$0.1800

EQH 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 18 位分析师
  • 强烈买入 5 27.8%
  • 买入 12 66.7%
  • 持有 1 5.6%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

11 位分析师 · 2026-08-20
中位数目标 $60.00 +17.1%
平均目标 $61.55 +20.1%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
-0.09%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $1.70 $1.68 0.02%
2026年3月31日 $1.62 $1.63 -0.01%
2025年12月31日 $1.73 $1.77 -0.04%
2025年9月30日 $1.48 $1.63 -0.15%
2025年6月30日 $1.10 $1.30 -0.20%
2025年3月31日 $1.30 $1.49 -0.19%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
EQH -9.9 -6.1%
APO $83.81B 26.1 22.7% 10.9% 17.2%
CRBG -44.4 -1.2%
JXN $7.13B -444.4 104.3% 0.40% 0.27%
VOYA $6.99B 11.8 1.7% 8.0% 14.6%
ALRS $572M 33.1 1.1% 7.8% 3.3%
SOR
NEWT

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 10
EQH 的年度损益表数据
指标 趋势 2025202420232022202120202019201820172016
Revenue 10-point trend, -0.8% $11.66B $12.43B $10.46B $12.64B $7.61B $12.41B $9.62B $12.07B $12.43B $11.76B
Interest Expense 8-point trend, +31.0% · · $228M $201M $244M $200M $221M $231M $160M $174M
Interest Income 6-point trend, +43.0% · · · · $3.92B $3.55B $3.77B $2.77B $3.15B $2.74B
Pretax Income 10-point trend, -158.9% $-1.19B $2.08B $714M $2.98B $2.61B $-1.09B $-2.06B $2.49B $1.24B $2.03B
Income Tax 10-point trend, -141.3% $-156M $280M $-910M $594M $439M $-744M $-593M $301M $42M $378M
Net Income 10-point trend, -210.0% $-1.38B $1.28B $1.28B $2.14B $1.75B $-648M $-1.76B $1.85B $778M $1.25B
EPS (Basic) 10-point trend, -315.6% $-4.83 $3.74 $3.44 $5.46 $4.02 $-1.56 $-3.57 $3.33 $1.39 $2.24
EPS (Diluted) 10-point trend, -315.6% $-4.83 $3.69 $3.42 $5.42 $3.98 $-1.56 $-3.57 $3.33 $1.39 $2.24
Shares (Basic) 10-point trend, -46.9% 298,100,000 321,200,000 350,100,000 377,600,000 417,400,000 450,400,000 493,600,000 556,400,000 561,000,000 561,000,000
Shares (Diluted) 10-point trend, -46.9% 298,100,000 324,800,000 351,600,000 379,900,000 421,200,000 450,400,000 493,600,000 556,500,000 561,000,000 561,000,000
资产负债表 15
EQH 的年度资产负债表数据
指标 趋势 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +120.4% $12.46B $6.96B $8.24B $4.28B $5.19B $6.18B $4.41B $4.47B $4.81B $5.65B
Goodwill 3-point trend, -7.5% · · · · · · · $4.57B $4.57B $4.94B
Total Assets 9-point trend, +35.0% $317.99B $295.73B $276.69B $252.70B $292.26B $275.40B $249.82B $220.78B $235.62B ·
Short-term Debt 9-point trend, -98.7% $25M $0 $254M $759M $92M $0 $0 $546M $1.86B ·
Deferred Tax 4-point trend, -100.0% · · · · $0 $749M $528M $35M · ·
Total Liabilities 9-point trend, +44.7% $316.20B $292.18B $271.55B $249.11B $278.70B $258.08B $234.41B $205.22B $218.47B ·
Total Debt 7-point trend, +602.0% · $3.83B $4.07B $4.08B $92M $0 $0 $546M · ·
Common Stock 10-point trend, +0.0% $5M $5M $5M $4M $4M $5M $5M $5M $5M $5M
Paid-in Capital 9-point trend, +48.7% $1.93B $2.34B $2.33B $2.30B $1.92B $1.99B $1.92B $1.91B $1.30B ·
Retained Earnings 9-point trend, -31.6% $8.37B $10.63B $10.25B $9.82B $8.88B $10.70B $11.74B $13.94B $12.22B ·
Treasury Stock 9-point trend, +5165000000.00 $5.17B $4.20B $3.71B $3.30B $2.85B $2.25B $1.83B $640M $0 ·
AOCI 9-point trend, -5714.8% $-6.28B $-8.71B $-7.80B $-8.99B $2.00B $3.86B $844M $-1.41B $-108M ·
Stockholders' Equity 9-point trend, -100.6% $-74M $1.56B $2.64B $1.40B $11.52B $15.58B $13.46B $13.80B $13.42B ·
Liabilities + Equity 9-point trend, +35.0% $317.99B $295.73B $276.69B $252.70B $292.26B $275.40B $249.82B $220.78B $235.62B ·
Shares Outstanding 9-point trend, -49.5% 283,358,187 309,900,248 333,877,990 365,081,940 391,290,224 440,776,011 463,711,392 528,861,758 561,000,000 ·
现金流 12
EQH 的年度现金流数据
指标 趋势 2025202420232022202120202019201820172016
D&A 3-point trend, +74.9% · · · · · · $675M $296M $386M ·
Deferred Tax 10-point trend, -601.4% $-1.05B $138M $-939M $593M $310M $-749M $-664M $809M $168M $209M
Operating Cash Flow 10-point trend, +402.5% $714M $2.01B $-208M $-250M $-193M $-61M $-216M $61M $-243M $-236M
Investing Cash Flow 10-point trend, -90.2% $-10.97B $-15.86B $-4.85B $-7.49B $-12.69B $-7.82B $-8.50B $-2.05B $-9.69B $-5.77B
Debt Issued 10-point trend, +495000000.00 $495M $0 $497M $0 $0 $0 $0 $4.06B $0 $0
Net Debt Issued 5-point trend, -100.0% · $0 $497M · · $0 $-300M $4.06B · ·
Stock Repurchased 10-point trend, +1450000000.00 $1.45B $1.01B $919M $849M $1.64B $430M $1.35B $648M $0 $0
Net Stock Activity 7-point trend, -56.5% · $-1.01B $-919M $-849M $-1.64B $-430M $-1.30B $-648M · ·
Dividends Paid 10-point trend, +314000000.00 $314M $302M $301M $294M $296M $297M $285M $157M $0 $0
Financing Cash Flow 10-point trend, +207.5% $15.72B $12.44B $9.00B $7.04B $11.95B $9.67B $8.71B $1.66B $9.07B $5.11B
Net Change in Cash 10-point trend, +708.9% $5.50B $-1.43B $3.96B $-748M $-952M $1.81B $1M $-345M $-840M $-903M
Taxes Paid 10-point trend, +1758.1% $576M $-38M $265M $89M $305M $-173M $-506M $57M $31M $31M
盈利能力 4
EQH 的年度盈利能力数据
指标 趋势 2025202420232022202120202019201820172016
Net Margin 7-point trend, -30.3% · 10.5% 12.4% 12.7% -4.0% -5.2% -18.1% 15.1% · ·
Pretax Margin 7-point trend, -16.7% · 17.0% 7.0% 18.0% -1.5% -8.8% -21.2% 20.4% · ·
ROA 7-point trend, -45.7% · 0.44% 0.49% 0.65% -0.15% -0.24% -0.74% 0.81% · ·
ROE 7-point trend, +308.5% · 54.6% 64.3% 27.1% -3.2% -3.9% -12.7% 13.4% · ·
流动性与偿付能力 2
EQH 的年度流动性与偿付能力数据
指标 趋势 2025202420232022202120202019201820172016
Debt / Equity 7-point trend, +6037.8% · 2.4 1.5 2.5 0.0 0.0 0.0 0.0 · ·
LT Debt / Equity 3-point trend, +20.7% · 2.4 1.4 2.0 · · · · · ·
效率 1
EQH 的年度效率数据
指标 趋势 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -21.9% · 0.0 0.0 0.1 0.0 0.0 0.0 0.1 · ·
每股 6
EQH 的年度每股数据
指标 趋势 2025202420232022202120202019201820172016
Book Value / Share 7-point trend, -80.5% · $5.11 $7.93 $4.54 $29.44 $35.34 $29.19 $26.22 · ·
Revenue / Share 7-point trend, +76.4% · $38.29 $29.94 $36.90 $26.44 $27.56 $19.43 $21.70 · ·
Cash Flow / Share 7-point trend, +5535.1% · $6.18 $-0.59 $-2.24 $-1.81 $-0.14 $-0.44 $0.11 · ·
Cash / Share 7-point trend, +165.9% · $22.47 $24.68 $11.73 $13.26 $14.02 $9.50 $8.45 · ·
Dividend / Share 9-point trend, +1.05 $1 $1 $1 $1 $1 $1 $1 $0 $0 ·
EPS (TTM) 8-point trend, -245.0% $-4.83 $3.69 $3.42 $5.42 $3.98 $-1.56 $-3.57 $3.33 · ·
增长率 8
EQH 的年度增长率数据
指标 趋势 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, +84.2% -6.1% 18.8% -17.3% 66.1% -38.7% · · · · ·
Revenue CAGR 3Y 3-point trend, +52.3% -2.6% 17.7% -5.5% · · · · · · ·
Revenue CAGR 5Y -1.2% · · · · · · · · ·
EPS YoY 3-point trend, -78.8% · 7.9% -37.4% 37.2% · · · · · ·
EPS CAGR 3Y · -2.5% · · · · · · · ·
Net Income YoY 3-point trend, -101.0% · -0.23% -40.4% 22.7% · · · · · ·
Net Income CAGR 3Y · -10.0% · · · · · · · ·
Dividend CAGR 5Y 1.1% · · · · · · · · ·
估值 (TTM) 14
EQH 的年度估值 (TTM)数据
指标 趋势 2025202420232022202120202019201820172016
Revenue TTM 8-point trend, -3.3% $11.66B $12.43B $10.46B $12.64B $7.61B $12.41B $9.62B $12.07B · ·
Net Income TTM 8-point trend, -174.4% $-1.38B $1.28B $1.28B $2.14B $1.75B $-648M $-1.76B $1.85B · ·
Market Cap 7-point trend, +66.2% · $14.62B $11.12B $10.48B $12.83B $11.28B $11.49B $8.79B · ·
Enterprise Value 7-point trend, +135.8% · $11.49B $6.95B $10.28B $7.73B $5.10B $7.09B $4.87B · ·
P/E 8-point trend, -297.5% -9.9 12.8 9.7 5.3 8.2 -16.4 -6.9 5.0 · ·
P/S 7-point trend, +61.5% · 1.2 1.1 0.8 1.7 0.9 1.2 0.7 · ·
P/B 7-point trend, +1354.0% · 9.2 4.2 6.3 1.1 0.7 0.8 0.6 · ·
P / Tangible Book 5-point trend, +1189.8% · 9.3 4.2 7.5 1.1 0.7 · · · ·
P / Cash Flow 7-point trend, -94.9% · 7.3 -53.5 -12.3 -17.0 -184.9 -53.2 144.2 · ·
EV / Revenue 7-point trend, +129.0% · 0.9 0.7 0.8 1.0 0.4 0.7 0.4 · ·
Dividend Yield 7-point trend, +15.6% · 2.1% 2.7% 2.8% 2.3% 2.6% 2.5% 1.8% · ·
Earnings Yield 8-point trend, -150.6% -10.1% 7.8% 10.3% 18.9% 12.1% -6.1% -14.4% 20.0% · ·
Payout Ratio 7-point trend, +167.8% · 23.1% 23.1% 16.5% -67.4% -45.8% -16.4% 8.6% · ·
Annual Payout 8-point trend, +100.0% $314M $302M $301M $294M $296M $297M $285M $157M · ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312024-12-312024-09-302024-06-302024-03-31
收入 $11.66B$12.43B
净收入 $-1.38B$1.28B
稀释后每股收益 (EPS) $-4.83$3.69
资产负债表
2025-12-312024-12-312024-09-302024-06-302024-03-31
负债/股东权益比率 2.4

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机构持有人 (13F) 522 家申报者 · $7.2B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
64 (-38 与上一季度对比) 120 (+38 与上一季度对比) 154 (-29 与上一季度对比) 189 (-8 与上一季度对比) +18.5M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
NORGES BANK $804175026 18326687 11.13% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $589922325 13443991 8.17% 股份
VANGUARD CAPITAL MANAGEMENT LLC $557420497 12703293 7.72% 股份
STATE STREET CORP $411958428 9388296 5.70% 股份
CANADA PENSION PLAN INVESTMENT BOARD $399575800 9106103 5.53% 股份
Capital International Investors $369251911 8415039 5.11% 股份
WELLINGTON MANAGEMENT GROUP LLP $317364557 7232556 4.39% 股份
VIKING GLOBAL INVESTORS LP $236903556 5398896 3.28% 股份
THORNBURG INVESTMENT MANAGEMENT INC $225645748 5142337 3.12% 股份
Diamond Hill Capital Management, LLC (Investment Advisor) $208145614 4743519 2.88% 股份
GEODE CAPITAL MANAGEMENT, LLC $190733182 4345306 2.64% 股份
Conifer Management, L.L.C. $184296000 4200000 2.55% 股份
Castle Hook Partners LP $157947771 3599539 2.19% 股份
DIMENSIONAL FUND ADVISORS LP $153015876 3487144 2.12% 股份
BANK OF MONTREAL /CAN/ $150215501 3423325 2.08% 股份
FMR LLC $108666198 2476440 1.50% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94016367 2142579 1.30% 股份
D. E. Shaw & Co., Inc. $88435006 2015383 1.22% 股份
ALGEBRIS (UK) LTD $85645508 1957978 1.19% 股份
VANGUARD FIDUCIARY TRUST CO $79273125 1806589 1.10% 股份
Alyeska Investment Group, L.P. $59923669 1365626 0.83% 股份
Qube Research & Technologies Ltd $57899397 1319494 0.80% 股份
CITADEL ADVISORS LLC $57206707 1303708 0.79% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51473390 1173049 0.71% 股份
ADAGE CAPITAL PARTNERS GP, L.L.C. $50462000 1150000 0.70% 股份
Woodline Partners LP $47424626 1080780 0.66% 股份
CI INVESTMENTS INC. $41675469 949760 0.58% 股份
LAZARD ASSET MANAGEMENT LLC $38797687 884177 0.54% 股份
RENAISSANCE TECHNOLOGIES LLC $35977212 819900 0.50% 股份
BRUNI J V & CO /CO $33652845 766929 0.47% 股份
RHUMBLINE ADVISERS $33448952 762284 0.46% 股份
Zurich Insurance Group Ltd/FI $33116806 754713 0.46% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32898284 749733 0.46% 股份
VANGUARD ASSET MANAGEMENT, Ltd $31816554 725081 0.44% 股份
GOLDMAN SACHS GROUP INC $29025128 661466 0.40% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28506466 649646 0.39% 股份
TCW GROUP INC $28491460 649304 0.39% 股份
Poplar Forest Capital LLC $27439918 526779 0.38% 股份
MILLENNIUM MANAGEMENT LLC $26820597 611226 0.37% 股份
Ensign Peak Advisors, Inc $25908288 590435 0.36% 股份
STOREBRAND ASSET MANAGEMENT AS $25836412 588797 0.36% 股份
Swiss National Bank $24800976 565200 0.34% 股份
AMERIPRISE FINANCIAL INC $23222218 529221 0.32% 股份
TOCQUEVILLE ASSET MANAGEMENT L.P. $22508553 512957 0.31% 股份
Caisse de depot et placement du Quebec $21193908 482997 0.29% 股份
COMMUNITY TRUST & INVESTMENT CO $20802977 474088 0.29% 股份
Prana Capital Management, LP $19562933 445828 0.27% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18938940 510346 0.26% 股份
California Public Employees Retirement System $17782721 405258 0.25% 股份
Retirement Systems of Alabama $17625323 401671 0.24% 股份
HSBC HOLDINGS PLC $17303857 395336 0.24% 股份
Four Tree Island Advisory LLC $16632407 379043 0.23% 股份
Point72 Asset Management, L.P. $16348064 372563 0.23% 股份
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15870957 361690 0.22% 股份
RAYMOND JAMES FINANCIAL INC $15173762 345801 0.21% 股份
MOORE CAPITAL MANAGEMENT, LP $15156503 345408 0.21% 股份
BlackRock, Inc. $14964660 341036 0.21% 股份
Legal & General Group Plc $13862746 315924 0.19% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12939861 294892 0.18% 股份
Livforsakringsbolaget Skandia, Omsesidigt $12637440 288000 0.17% 股份
Robeco Institutional Asset Management B.V. $12258931 279374 0.17% 股份
PRINCIPAL FINANCIAL GROUP INC $12108415 275843 0.17% 股份
Hudson Bay Capital Management LP $11997319 273412 0.17% 股份
BANK OF AMERICA CORP /DE/ $11615255 264705 0.16% 股份
Bridgewater Associates, LP $11453689 261023 0.16% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11420340 260263 0.16% 股份
Quantinno Capital Management LP $11357994 258842 0.16% 股份
ENVESTNET ASSET MANAGEMENT INC $11299160 257501 0.16% 股份
Swedbank AB $11179089 254765 0.15% 股份
ALLIANCEBERNSTEIN L.P. $10420785 280808 0.14% 股份
Philadelphia Financial Management of San Francisco, LLC $9918196 226030 0.14% 股份
Brandywine Global Investment Management, LLC $9391243 197088 0.13% 股份
TWO SIGMA INVESTMENTS, LP $9254775 210911 0.13% 股份
STATE OF WISCONSIN INVESTMENT BOARD $9090356 207164 0.13% 股份
Squarepoint Ops LLC $8997726 205053 0.12% 股份
HARRIS ASSOCIATES L P $8371295 190777 0.12% 股份
New York Life Investment Management LLC $8032058 183046 0.11% 股份
UBS Group AG $7823058 178283 0.11% 股份
Cubist Systematic Strategies, LLC $7440336 146521 0.10% 股份
NEW YORK STATE COMMON RETIREMENT FUND $7296279 166278 0.10% 股份
Aberdeen Group plc $7286581 166057 0.10% 股份
OPPENHEIMER ASSET MANAGEMENT INC. $7092807 161641 0.10% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7045334 189850 0.10% 股份
APG Asset Management N.V. $7034348 183281 0.10% 股份
Y-Intercept (Hong Kong) Ltd $6854012 156199 0.09% 股份
VANGUARD GROUP INC $6650225 139564 0.09% 股份
PZENA INVESTMENT MANAGEMENT LLC $6398977 145829 0.09% 股份
PRUDENTIAL FINANCIAL INC $6385637 145525 0.09% 股份
BARCLAYS PLC $6269180 142871 0.09% 股份
MetLife Investment Management, LLC $6205071 141410 0.09% 股份
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6204149 141389 0.09% 股份
Quantbot Technologies LP $6116653 139395 0.08% 股份
Vanguard Global Advisers, LLC $5972112 136101 0.08% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5960571 135838 0.08% 股份
Kintayl Capital LP $5891329 134260 0.08% 股份
Capital International, Inc./CA/ $5878428 133966 0.08% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $5861973 133591 0.08% 股份
JANE STREET GROUP, LLC $5853416 133396 0.08% 股份
Nuveen, LLC $5706418 130046 0.08% 股份
CONTINENTAL ADVISORS LLC $5430852 123766 0.08% 股份

公司内部人士 25 位内幕人士 · 7 位高管 · 7 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Anders Malmstrom Senior EVP & CFO 2021年3月22日 F 118789 0 0 $0
Jeffrey J Hurd Chief Operating Officer 2026年8月17日 M 65019 0 12 $-2095698
Jose Ramon Gonzalez Chief Legal Officer 2024年12月3日 A 74444 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer 2021年3月15日 S 63255 0 0 $0
Kermitt Brooks Senior EVP 2020年3月16日 A 15392 0 0 $0
Andrea Nitzan SVP, CAO and Controller 2018年6月11日 A 8260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management 2018年6月11日 A 29302 0 0 $0
Arlene Isaacs-Lowe 董事 2024年5月22日 A 16120 0 0 $0
Francis Hondal 董事 2024年5月22日 A 21394 0 0 $0
George Stansfield 董事 2024年5月22日 A 35434 0 0 $0
Daniel G Kaye 董事 2024年5月22日 A 58063 0 0 $0
Joan M Lammtennant 董事 2024年5月22日 A 42463 0 0 $0
Kristi Ann Matus 董事 2023年3月24日 S 0 0 0 $0
Ramon De Oliveira 董事 2021年5月20日 A 56695 0 0 $0
Equitable Holdings, Inc. 10% 所有者 2021年5月14日 J 170121745 0 0 $0
AXA 10% 所有者 2019年12月10日 S 44162500 0 0 $0
Craig C Mackay 2026年8月11日 S 18999 0 1 $-112992
Kurt Meyers 2026年8月10日 A 35286 0 0 $0
Robin M Raju 2026年8月10日 A 186501 0 0 $0
Seth P Bernstein 2026年8月10日 A 55970 0 0 $0
William James Eckert IV 2026年8月10日 A 8467 0 2 $-309423
Mark Pearson 2026年8月10日 A 754761 0 3 $-3724743
Nick Lane 2026年8月10日 A 124930 0 0 $0
Charles G.T. Stonehill 2026年8月6日 S 34357 0 1 $-386550
Bertram L Scott 2026年8月6日 S 26465 0 3 $-311300

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 2 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 申报 2025年7月14日 68.17% 修订 SEC
AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 申报 2019年3月25日 初始申报 资本结构 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 107 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
NUMG · Nushares ETF Trust 1.55% 129841 NS 2026年4月30日 N-PORT
PRAY · FIS Trust 1.03% 20079 NS 2026年5月31日 N-PORT
BRCE · MFS Active Exchange Traded Funds ... 0.94% 7526 NS 2026年5月31日 N-PORT
ARB · AltShares Trust 0.86% 21387 NS 2026年5月31日 N-PORT
NUMV · Nushares ETF Trust 0.72% 73278 NS 2026年4月30日 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0.60% 375 NS 2026年6月30日 N-PORT
IQSM · New York Life Investments ETF Trust 0.50% 37541 NS 2026年4月30日 N-PORT
MIDE · DBX ETF Trust 0.47% 382 NS 2026年5月29日 N-PORT
PTMC · Pacer Funds Trust 0.35% 32553 NS 2026年4月30日 N-PORT
BKMC · BNY Mellon ETF Trust 0.33% 48280 NS 2026年4月30日 N-PORT
SMDX · Tidal Trust III 0.32% 9600 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.25% 9790 NS 2026年5月31日 N-PORT
MIDU · Direxion Shares ETF Trust 0.24% 4692 NS 2026年4月30日 N-PORT
NULG · Nushares ETF Trust 0.22% 137181 NS 2026年4月30日 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.22% 765495 NS 2026年5月31日 N-PORT
UMDD · ProShares Trust 0.18% 1367 NS 2026年5月31日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.14% 75779 NS 2026年4月30日 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.10% 11734 NS 2026年5月31日 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.09% 9310 NS 2026年5月31日 N-PORT
DFSU · Dimensional ETF Trust 0.06% 29190 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.06% 10644 NS 2026年5月31日 N-PORT
SFGV · EA Series Trust 0.05% 14234 NS 2026年5月29日 N-PORT
DFAC · Dimensional ETF Trust 0.05% 518302 NS 2026年4月30日 N-PORT
GGUS · Goldman Sachs ETF Trust 0.04% 5008 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.04% 27250 NS 2026年4月30日 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.04% 11529 NS 2026年5月31日 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0.04% 141710 NS 2026年5月31日 N-PORT
DUHP · Dimensional ETF Trust 0.04% 100553 NS 2026年4月30日 N-PORT
DEUS · DBX ETF Trust 0.03% 2086 NS 2026年5月29日 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0.03% 1850 NS 2026年5月31日 N-PORT
GLBL · Pacer Funds Trust 0.03% 7 NS 2026年4月30日 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0.03% 164743 NS 2026年5月31日 N-PORT
JUST · Goldman Sachs ETF Trust 0.03% 3521 NS 2026年5月31日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.02% 7941 NS 2026年5月31日 N-PORT
DXUV · Dimensional ETF Trust 0.02% 2308 NS 2026年4月30日 N-PORT
DFAU · Dimensional ETF Trust 0.02% 55271 NS 2026年4月30日 N-PORT
TILT · FlexShares Trust 0.02% 9548 NS 2026年4月30日 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund ... 0.02% 36394 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.02% 87074 NS 2026年4月30日 N-PORT
SCHX · SCHWAB STRATEGIC TRUST 0.02% 303142 NS 2026年5月31日 N-PORT
GUSA · Goldman Sachs ETF Trust II 0.02% 9638 NS 2026年5月31日 N-PORT
SCHK · SCHWAB STRATEGIC TRUST 0.02% 23116 NS 2026年5月31日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.02% 168711 NS 2026年5月31日 N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS 0.01% 9490 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.01% 25171 NS 2026年4月30日 N-PORT
VXF · VANGUARD INDEX FUNDS 2026年7月15日 每日
VB · VANGUARD INDEX FUNDS 2026年7月15日 每日
VBR · VANGUARD INDEX FUNDS 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS 2026年7月15日 每日
BIV · VANGUARD BOND INDEX FUNDS 2026年7月15日 每日