SEC Filing Summary: Equitable Holdings, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Equitable Holdings, Inc., an institutional investment manager, for the quarter ended December 31, 2022. The report was signed by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company, on February 14, 2023. The filing covers the manager's own holdings as well as those of two other included managers: Equitable Investment Management Group, LLC and Equitable Advisors, LLC.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, or cash flow). The filing provides the following aggregate data regarding the reported portfolio:
- Total Value of Reported Holdings: $5,746,414,435
- Total Number of Holdings Entries: 983
- Number of Other Included Managers: 2
Note: This filing does not contain data on Equitable Holdings, Inc.'s corporate revenue, profit margins, debt levels, or liquidity positions.
Material Changes
The filing text provided does not contain a comparative table or narrative detailing material changes in holdings versus the prior comparable period (September 30, 2022). The document lists the aggregate totals for the current period only.
Guidance, Outlook, and Risks
This filing type does not include management commentary, future guidance, risk factors, or contingencies regarding the company's business operations. It is a statutory disclosure of securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $5.75 billion represents the aggregate of Equitable Holdings, Inc. and its two affiliated managers.
- Confirm the specific breakdown of the 983 holdings entries to understand asset allocation, as the summary text does not list individual securities.
- Note that this document does not reflect Equitable Holdings, Inc.'s own financial health (e.g., insurance underwriting results or investment income), which would be found in 10-Q or 10-K filings.