LPL Financial Holdings Inc. (LPLA) Stock | Share Price | News

LPLA · Financials · United States

LPL Financial Holdings Inc. (LPLA) is a company in the Financials sector, based in United States. The stock is held in 17 ETFs we track – with its largest weight of 0.35 % in XUFN (msci-usa-financials). That means you can hold LPL Financial Holdings indirectly and diversified through an ETF savings plan.

Above-average ETF coverage: 17 of the 95 ETFs we cover hold LPL Financial Holdings, spread across 8 indices. That puts the stock in more ETFs than 78.0 % of the 4,362 stocks we cover.

Held in17 ETFs

Highest weight0.35 %

Indices8

SectorFinancials

CountryUnited States

ISINUS50212V1008

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-0.4 %	1 year	-1.9 %
1 month	+8.6 %	3 months	+32.7 %
Calendar year 2025	+9.4 %
Calendar year 2026	+0.9 %

52W

Data note 3

Risk metrics

Max drawdown-33.4 %

Volatility p.a.36.5 %

Best year2025: +9.4 %

Worst year2026: +0.9 %

Data note 4

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Instrument	r	−1 … +1
Raymond James Financial Inc.	+0.73
Ameriprise Financial Inc.	+0.70
Charles Schwab Corp	+0.66
JPMorgan Chase & Co.	+0.49
Bank of America Corp	+0.48
Wells Fargo & Company	+0.47
AERO	-0.28
Edison International	-0.27
TKO Group Holdings Inc. Class A	-0.26

Data note 5

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue17.0 bn $

Net income0.9 bn $

Diluted EPS10.92 $

Net margin5.1 %

Return on equity16.1 %

Equity ratio28.9 %

Revenue growth+37.2 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	10.1	1.1	10.6 %
FY2024	12.4	1.1	8.5 %
FY2025	17.0	0.9	5.1 %

Data note 6

Figures in USD bn. Source: SEC EDGAR (XBRL annual filings, public domain). US-listed SEC filers only.

Held in these ETFs

Held in these ETFs
ETF	Index	Weight
XUFN	msci-usa-financials	0.35 %
XUFI	msci-usa-financials	0.35 %
XDWF	msci-world-financials	0.19 %
WFIN	msci-world-financials	0.18 %
XDEQ	msci-world-quality	0.09 %
XD9U	msci-usa	0.04 %
XD9D	msci-usa	0.04 %
EUNL	msci-world	0.03 %
XDWD	msci-world	0.03 %
SPPW	msci-world	0.03 %
IUSQ	msci-acwi	0.03 %
SPYY	msci-acwi	0.03 %
XDWL	msci-world	0.03 %
WIMI	msci-world-imi	0.03 %
SWWD	msci-world	0.03 %
SPYI	msci-acwi-imi	0.01 %
SPSA	msci-acwi-imi	0.01 %