Position in EQH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$87,913,535
+$15,342,817 QoQ
Shares Held
2,003,499
+2.5% QoQ
Ownership
0.734%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#33
of 479 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. EQH ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,057,354 | $2,344,892,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,677,109 | $1,805,965,062 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
13,551,754 | $607,796,165 | |
| 4 | ARES |
Ares Management Corp
|
4,040,482 | $449,746,049 | |
| 5 | BLK |
BlackRock, Inc.
|
307,521 | $295,699,892 | |
| 6 | AMP |
Ameriprise Financial Inc
|
246,083 | $112,893,036 | |
| 7 | BX |
Blackstone Inc.
|
883,125 | $103,917,318 | |
| 8 | EQH |
Equitable Holdings, Inc.
This page
|
2,003,499 | $87,913,535 |
All Filings in EQH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,913,535 | 2,003,499 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $72,570,718 | 1,955,557 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $98,129,932 | 2,059,390 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $108,213,855 | 2,131,033 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $129,661,235 | 2,311,252 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $129,715,611 | 2,490,221 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $120,514,159 | 2,554,890 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $89,001,382 | 2,117,568 | Shares | Defined | 2024-12-19 | |
| 2024-06-30 | $80,469,193 | 1,969,388 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $47,450,163 | 1,248,360 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $41,389,934 | 1,242,941 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,927,775 | 103,127 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,596,740 | 95,609 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,969,817 | 116,968 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,313,787 | 115,463 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,555,783 | 59,043 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,768,118 | 67,822 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,875,773 | 60,685 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,671,371 | 50,972 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,646,679 | 55,556 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,779,649 | 58,445 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,547,557 | 47,442 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,094,996 | 42,790 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $930,404 | 51,009 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,156,705 | 59,964 | Shares | Defined | 2020-09-04 | |
| No filing history on record for this holder in this stock. | ||||||