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Equitable Holdings, Inc.
Mark Pearson · Bank/Insurer · Multi-Strategy
Equitable Holdings, Inc. is a prominent American financial services firm with a history dating back to 1859, when it was founded as The Equitable Life Assurance Society of the United States. Headquartered in New York, the company operates primarily through its two main franchises, Equitable and AllianceBernstein. It provides a broad array of financial products and services, including variable annuities, life insurance, and comprehensive asset management. Formerly part of the AXA Group, the firm successfully completed its spin-off to become an independent public company in 2018. Equitable Holdings focuses on helping clients achieve long-term financial well-being through innovative retirement solutions, wealth management advice, and institutional investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.8% |
| YTD return | +14.4% |
| Sharpe ratio | 2.52 |
| Win rate | 57% |
| AUM | $2.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://equitableholdings.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 16.4% | +28.6% |
| NVDA | NVIDIA Corporation | 13.8% | +16.5% |
| GOOGL | Alphabet Inc Class A | 11.0% | +34.8% |
| MSFT | Microsoft Corporation | 9.2% | +2.8% |
| AMZN | Amazon.com Inc | 9.1% | +13.3% |
| META | Meta Platforms Inc. | 4.7% | -2.2% |
| AVGO | Broadcom Inc | 4.7% | -2.1% |
| BRK-A | Berkshire Hathaway Inc | 4.4% | +3.3% |
| JPM | JPMorgan Chase & Co | 4.4% | +12.6% |
| TSLA | Tesla Inc | 2.9% | -17.1% |
| LLY | Eli Lilly and Company | 2.4% | +27.3% |
| AMD | Advanced Micro Devices Inc | 2.4% | +137.0% |
| MU | Micron Technology Inc | 2.1% | +70.0% |
| COST | Costco Wholesale Corp | 1.9% | -3.5% |
| PANW | Palo Alto Networks Inc | 1.8% | +26.6% |
| WMT | Walmart Inc. Common Stock | 1.8% | -2.2% |
| JNJ | Johnson & Johnson | 1.8% | +14.7% |
| PLTR | Palantir Technologies Inc. | 1.7% | +3.0% |
| V | Visa Inc. Class A | 1.7% | +11.5% |
| GEV | GE Vernova LLC | 1.6% | -1.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | RTX | 1.7% → 0.0% |
| Sep 14, 2026 | BUY | JPM | 4.4% → 4.4% |
| Sep 14, 2026 | BUY | GEV | 0.0% → 1.6% |
| Sep 14, 2026 | BUY | AMD | 2.2% → 2.4% |
| Sep 14, 2026 | SELL | BRK-A | 4.4% → 4.4% |
Investment Style Analysis
Equitable Holdings, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $2.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Equitable Holdings, Inc. made a significant move by reducing the position in RTX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Equitable Holdings employs a multi-segment investment philosophy that balances rigorous risk management with long-term capital appreciation. Through its ownership of AllianceBernstein, the firm utilizes a combination of active and passive investment strategies across global equities, fixed income, and alternative assets. The company follows an economic fair value approach to its general account, ensuring that its insurance and retirement obligations are met through a disciplined, research-driven framework. Its strategy emphasizes diversification and the use of proprietary risk-management tools to provide all-weather financial solutions that protect clients' wealth during market volatility while capturing growth opportunities.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Equitable Holdings, Inc..
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Frequently asked questions
How is the simulated portfolio for Equitable Holdings, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Equitable Holdings, Inc.'s largest holding?
As of the latest filing, Equitable Holdings, Inc.'s top position is Apple Inc (AAPL), representing 16.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Equitable Holdings, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +20.8% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 2.52, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Equitable Holdings, Inc. primarily invest in?
Equitable Holdings, Inc. has a strong preference for the Semiconductors sector, which makes up 22.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Equitable Holdings, Inc.'s portfolio concentrated or diversified?
Equitable Holdings, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Equitable Holdings, Inc. performed in 2026?
Our AI-simulated model portfolio for Equitable Holdings, Inc. tracks a Year-to-Date (YTD) return of +14.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mark Pearson manage Equitable Holdings, Inc. directly?
Yes, Mark Pearson serves as the key portfolio manager for Equitable Holdings, Inc., overseeing the investment strategy and final capital allocation decisions.