LPL Financial Holdings Inc. (LPLA)

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 0.34 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in LPL Financial Holdings.

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 78.1 % of the 4,334 stocks we cover.

Held in17 ETFs

Highest weight0.34 %

Indices8

SectorFinancials

CountryUnited States

ISINUS50212V1008

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	-6.8 %	1 year	-1.0 %
1 month	-9.5 %	3 months	+9.4 %
Calendar year 2025	+9.4 %

52W

Data note 3

Measured in euros, LPL Financial Holdings returned -5.0 % year to date and +1.4 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-33.4 %

Volatility p.a.36.3 %

Data note 5

Below peak-16.5 %

Beta to S&P 5000.87

Correlation to S&P 5000.31

The close on Sep 16, 2026 was 16.5 % below the highest close since Aug 12, 2024, reached on Jul 30, 2025. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, LPL Financial Holdings moved on average 0.87 % in the same direction. The correlation of 0.31 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

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

Correlated with
Instrument	r	−1 … +1
Raymond James Financial Inc.	+0.72
Ameriprise Financial Inc.	+0.69
Charles Schwab Corp	+0.66
BlackRock Inc.	+0.54
JPMorgan Chase & Co.	+0.50
Bank of America Corp	+0.47
TKO Group Holdings Inc. Class A	-0.35
CMS Energy Corporation	-0.26
Hormel Foods Corporation	-0.26

Data note 7

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 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	0.34 %	€3.40
XDWF	msci-world-financials	0.18 %	€1.80
WFIN	msci-world-financials	0.17 %	€1.70
XDEQ	msci-world-quality	0.08 %	€0.80
XD9U / XD9D	msci-usa	0.04 %	€0.40
SWWD	msci-world	0.03 %	€0.30
WIMI	msci-world-imi	0.03 %	€0.30
SPYY	msci-acwi	0.03 %	€0.30
EUNL	msci-world	0.03 %	€0.30
SPPW	msci-world	0.03 %	€0.30
XDWD / XDWL	msci-world	0.03 %	€0.30
IUSQ	msci-acwi	0.02 %	€0.20
SPYI / SPSA	msci-acwi-imi	0.01 %	€0.10

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to LPL Financial Holdings as of the fund's latest holdings list.

Weight in EUNL since 2022

Jun 30, 2022Sep 16, 2026

In EUNL, a fund tracking the MSCI World, LPL Financial Holdings had a weight of 0.03 % on Jun 30, 2022 and 0.03 % on Sep 16, 2026. Its share peaked at 0.04 % on Sep 30, 2022. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much LPL Financial Holdings Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as LPL Financial Holdings — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
LPL Financial Holdings	-1.0 %	36.3 %	5.1 %	+37.2 %
Tradeweb Markets	-12.7 %	28.8 %	39.6 %	+18.9 %
Affirm Holdings	-20.4 %	73.1 %	4.7 %	+34.9 %
Carlyle Group Inc	-40.3 %	40.3 %	16.9 %	-11.9 %
Fidelity National Financial Inc. - FNF Group	-26.4 %	26.1 %	28.7 %	+9.1 %
Markel Group	-6.8 %	21.5 %	13.6 %	+4.7 %
SoFi Technologies Inc	-38.6 %	59.1 %	77.7 %	+23.1 %
Toast	-22.1 %	46.6 %	5.6 %	+24.1 %
Aflac Incorporated	+8.5 %	19.6 %	21.2 %	-9.3 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.