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Latest Equitable Holdings, Inc. Stock Portfolio

$15.54Billion– No. of Holdings #1679

Equitable Holdings, Inc. Performance:
2026 Q1: -3.27%YTD: -3.27%2025: 15.49%
Performance for 2026 Q1 is -3.27%, and YTD is -3.27%, and 2025 is 15.49%.

About Equitable Holdings, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Equitable Holdings, Inc. reported an equity portfolio of $15.5 Billions as of 31 Mar, 2026.

The top stock holdings of Equitable Holdings, Inc. are QQQ, BNDW, AAPL. The fund has invested 2.7% of it's portfolio in INVESCO QQQ TR and 2.1% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ASTRAZENECA PLC (AZN) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in FIDELITY COVINGTON TRUST, SSGA ACTIVE TR (EMTL) and ISHARES TR (IJR). Equitable Holdings, Inc. opened new stock positions in ISHARES TR (AGT), ISHARES U S ETF TR (CCRV) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON ETF TR (BUYZ), ISHARES U S ETF TR (CCRV) and OKLO INC (ALCC).
Equitable Holdings, Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026

Equitable Holdings, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Equitable Holdings, Inc. made a return of -3.27% in the last quarter. In trailing 12 months, it's portfolio return was 15.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr33,329,800
ishares u s etf tr19,379,500
ishares tr11,835,800
global x fds10,270,100
tidal trust i6,815,910
blackrock etf trust4,627,790
ishares tr4,343,880
global x fds4,190,000
New stocks bought by Equitable Holdings, Inc.

Additions

Ticker% Inc.
franklin templeton etf tr2,350
ishares u s etf tr2,195
oklo inc1,715
ishares tr1,114
analog devices inc851
emerson elec co706
j p morgan exchange traded f592
vanguard scottsdale fds563
Additions to existing portfolio by Equitable Holdings, Inc.

Reductions

Ticker% Reduced
ishares tr-57.4
invesco exch traded fd tr ii-54.22
spdr index shs fds-51.88
asml hldg nv-48.77
spdr index shs fds-48.01
spdr series trust-45.88
ishares tr-45.87
vanguard scottsdale fds-44.04
Equitable Holdings, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Equitable Holdings, Inc.

Sector Distribution

Equitable Holdings, Inc. has about 77.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
Sector%
Others77.2
Technology8.2
Consumer Cyclical2.5
Communication Services2.5
Financial Services2.4
Industrials2
Healthcare1.9
Consumer Defensive1.3

Market Cap. Distribution

Equitable Holdings, Inc. has about 21.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED77.2
MEGA-CAP15
LARGE-CAP6.4

Stocks belong to which Index?

About 21.5% of the stocks held by Equitable Holdings, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others78.5
S&P 50020.2
RUSSELL 20001.3
Top 5 Winners (%)%
ACWV
ishares inc
89.5 %
ACWV
ishares inc
84.8 %
IJR
ishares tr
82.4 %
VEU
vanguard intl equity index f
82.3 %
BGRN
ishares tr
81.8 %
Top 5 Winners ($)$
BNDW
vanguard scottsdale fds
194.2 M
IJR
ishares tr
171.4 M
VAW
vanguard world fd
138.8 M
XLB
select sector spdr tr
97.2 M
BNDW
vanguard scottsdale fds
51.5 M
Top 5 Losers (%)%
IJR
ishares tr
-96.0 %
IJR
ishares tr
-93.8 %
IJR
ishares tr
-92.4 %
IJR
ishares tr
-89.5 %
VB
vanguard index fds
-83.7 %
Top 5 Losers ($)$
BIL
spdr series trust
-308.1 M
IJR
ishares tr
-225.3 M
VB
vanguard index fds
-110.3 M
VB
vanguard index fds
-96.8 M
VB
vanguard index fds
-93.0 M

Equitable Holdings, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Equitable Holdings, Inc.

Equitable Holdings, Inc. has 1679 stocks in it's portfolio. About 18.4% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. BNDW was the most profitable stock for Equitable Holdings, Inc. last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions