Axa Equitable Holdings Inc Strategic Asset Allocation Index
Axa Equitable Holdings Inc strategic asset allocation index. Axa Equitable Holdings Inc (EQH) has a Strategic Asset Allocation Index of 3956.4% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $89.02 Billion) total $89.02 Billion, measured against net assets of $2.25 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check EQH tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Axa Equitable Holdings Inc (2015–2025)
Strategic asset allocation index of Axa Equitable Holdings Inc from 2015 to 2025. This chart shows how Axa Equitable Holdings Inc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 3956.4%, representing strategic assets of $89.02 Billion against net assets of $2.25 Billion USD.
Axa Equitable Holdings Inc Strategic Asset Allocation Index by Year (2015–2025)
Axa Equitable Holdings Inc strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Axa Equitable Holdings Inc from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Axa Equitable Holdings Inc (EQH) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 4926.2% | $88.08 Billion | $631.00 Million | $87.45 Billion | $1.79 Billion | ▲ +2526.1 pp |
| 2024 | 2400.1% | $85.64 Billion | $618.00 Million | $85.02 Billion | $3.57 Billion | ▲ +931.5 pp |
| 2023 | 1468.6% | $75.75 Billion | $516.00 Million | $75.23 Billion | $5.16 Billion | ▼ -1135.9 pp |
| 2022 | 2604.5% | $93.66 Billion | $562.00 Million | $93.10 Billion | $3.60 Billion | ▲ +1824.9 pp |
| 2021 | 779.7% | $105.75 Billion | $637.00 Million | $105.11 Billion | $13.56 Billion | ▲ +147.1 pp |
| 2020 | 632.5% | $109.56 Billion | $470.00 Million | $109.09 Billion | $17.32 Billion | ▲ +145.8 pp |
| 2019 | 486.8% | $75.41 Billion | $687.00 Million | $74.72 Billion | $15.49 Billion | ▲ +79.4 pp |
| 2018 | 407.4% | $63.63 Billion | $- | $63.63 Billion | $15.62 Billion | ▲ +44.2 pp |
| 2017 | 363.2% | $62.50 Billion | $- | $62.50 Billion | $17.21 Billion | ▼ -7.9 pp |
| 2016 | 371.1% | $55.31 Billion | $- | $55.31 Billion | $14.90 Billion | ▼ -28.6 pp |
| 2015 | 399.6% | $54.28 Billion | $- | $54.28 Billion | $13.58 Billion | — |