Equitable Holdings, Inc.

Public Company

Equitable Holdings, Inc. is a Public Company based in New York, NY led by Robin M. Raju, managing $13.6B across 1,510 long positions as of Q3 2025 with 79% ETF concentration.

CEORobin M. Raju

Portfolio Value: $13.6B
Positions: 1,510
Top Holding: SPYG at 4.04%
Last Reported: Q3 2025

Address1345 Avenue Of The Americas, New York, NY, 10105

Top Holdings

Largest long holdings in Equitable Holdings, Inc.'s portfolio (24.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$547.9M	4.04%	-$11.5M Sold	— 5.2M shares	Q4 2019 Held for 5y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$432.0M	3.18%	+$14.1M Bought	— 645.4K shares	Q4 2019 Held for 5y 11m
3 Vanguard Growth VUG	ETF ETF	$414.9M	3.06%	+$7.3M Bought	— 865.1K shares	Q4 2019 Held for 5y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$352.4M	2.60%	+$18.7M Bought	— 586.9K shares	Q4 2019 Held for 5y 11m
5 Vanguard Russell 1000 Growth VONG	ETF ETF	$351.8M	2.59%	-$9.4M Sold	— 2.9M shares	Q1 2020 Held for 5y 8m
6 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$269.5M	1.99%	-$427.1K Sold	— 4.9M shares	Q4 2019 Held for 5y 11m
7 Technology Select Sector SPDR Fund XLK	ETF ETF	$261.1M	1.92%	-$4.7M Sold	— 926.4K shares	Q4 2019 Held for 5y 11m
8 ILCG iShares Morningstar Growth ILCG	ETF ETF	$243.8M	1.80%	-$9.9M Sold	— 2.3M shares	Q4 2019 Held for 5y 11m
9 Vanguard Value VTV	ETF ETF	$229.4M	1.69%	+$19.5M Bought	— 1.2M shares	Q4 2019 Held for 5y 11m
10 Vanguard Information Technology VGT	ETF ETF	$228.2M	1.68%	-$8.8M Sold	— 305.7K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Equitable Holdings, Inc.'s latest filing

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Market Value

$13.6B

Prior: $12.1B

Q/Q Change

+11.96%

+$1.4B

Net Flows % of MV

+4.15%

Turnover Ratio

4.07%

New Purchases

95 stocks

$32.8M

Added To

937 stocks

+$799.2M

Sold Out Of

69 stocks

$26.9M

Reduced Holdings

392 stocks

-$242.4M

Increased Positions

Position	Shares Δ	Change
1 Touchstone Ultra Short Income TUSI	New	0 → 56.8K +$1.4M
2 ALAI Alger AI Enablers & Adopters ALAI	New	0 → 30.1K +$1.1M
3 iShares iBonds Dec 2027 Term Corporate ETF IBDS	New	0 → 45.9K +$1.1M
4 iShares iBonds Dec 2026 Term Corporate ETF IBDR	New	0 → 39.5K +$959.9K
5 PGIM Short Duration High Yield PSH	New	0 → 16.4K +$834.4K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	14.8K → 0 −$2.6M
2 IBTO iShares iBonds Dec 2033 Term Treasury IBTO	Sold	101.4K → 0 −$2.5M
3 CRTO Criteo CRTO	Sold	57.1K → 0 −$1.4M
4 iShares ESG Advanced MSCI EAFE DMXF	Sold	16.3K → 0 −$1.2M
5 Skyline Champion SKY	Sold	15.3K → 0 −$956.6K

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Analytics

Portfolio insights and performance metrics for Equitable Holdings, Inc.

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Sector Allocation

ETF

79.30%

Technology

5.80%

Financial Services

2.60%

Consumer Cyclical

2.00%

Communication Services

2.00%

Industrials

1.30%

Healthcare

1.10%

Consumer Defensive

0.90%

Utilities

0.50%

Energy

0.50%

Real Estate

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

11.81%

Large Cap ($10B - $200B)

4.73%

Mid Cap ($2B - $10B)

0.39%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

83.00%

Portfolio Concentration

Top 10 Holdings %

24.56%

Top 20 Holdings %

36.07%

Top 50 Holdings %

52.85%

Top 100 Holdings %

67.76%