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Equitable Holdings shares owned by EFG Asset Management

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by EFG Asset Management from 13F filings

Historical chart of EFG Asset Management investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by EFG Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 36k 50.78
2025-03-31 $805k 15k 52.09

More positions owned by EFG Asset Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Mastercard Incorporated Cl A (MA)
Ishares Gold Tr Ishares New (IAU)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Meta Platforms Cl A (META)
Ishares Tr Msci Emg Mkt Etf (EEM)
Cme (CME)
Ishares Tr Msci Usa Value (VLUE)

View all positions for EFG Asset Management

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Massachusetts Financial Services
Invesco
Pzena Investment Management
Conifer Management
Northern Trust
Nordea Investment Management Ab
Robeco Investment Management

View all funds holding Equitable Holdings