LPL Financial Holdings

ISIN US50212V1008

 | 

WKN A1JZ6S

Market cap (in EUR)
21,980 m
Country
United States
Sector
Finance
Dividend yield
0.37%
 

Overview

Quote

Description

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.
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Finance Investment Services United States

Graphique

Données financières

Indicateurs clés

Capitalisation boursière, EUR 21,980 m
BPA, EUR 9.76
Ratio cours/valeur comptable 4.8
PER 29.4
Rendement en dividendes 0.37%

Income statement (2025)

Chiffre d'affaires, EUR 15,060 m
Résultat net, EUR 765 m
Marge bénéficiaire 5.08%

What ETF is LPL Financial Holdings in?

There are 35 ETFs which contain LPL Financial Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of LPL Financial Holdings is the JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist).
ETF Poids Objectif d'investissement Taille fonds en M €
iShares MSCI World UCITS ETF (Dist) 0.03%
Equity
World
7,625
UBS Core MSCI World UCITS ETF USD acc 0.03%
Equity
World
7,983
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.10%
Equity
United States
Buffer
Alternative Investments
5
Xtrackers MSCI World UCITS ETF 1D 0.03%
Equity
World
4,312
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.02%
Equity
World
35,250
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.01%
Equity
United States
Social/Environmental
13,834
iShares MSCI North America UCITS ETF 0.04%
Equity
North America
1,205
UBS Core MSCI World UCITS ETF USD dis 0.03%
Equity
World
1,713
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 0.01%
Equity
United States
Covered Call
Alternative Investments
41
iShares MSCI World Screened UCITS ETF USD (Dist) 0.03%
Equity
World
Social/Environmental
1,073
Vanguard FTSE Developed World UCITS ETF Acc 0.03%
Equity
World
5,439
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.06%
Equity
World
Social/Environmental
1,589
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.04%
Equity
United States
4
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.05%
Equity
World
Social/Environmental
53
UBS Core MSCI World UCITS ETF hGBP dis 0.03%
Equity
World
97
UBS Core MSCI USA UCITS ETF USD dis 0.04%
Equity
United States
1,171
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.02%
Equity
World
20,580
iShares MSCI ACWI UCITS ETF USD (Acc) 0.02%
Equity
World
25,428
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.01%
Equity
North America
Social/Environmental
Climate Change
36
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.05%
Equity
United States
Social/Environmental
1,354
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.03%
Equity
World
Social/Environmental
508
UBS Core MSCI World UCITS ETF hEUR acc 0.03%
Equity
World
710
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.04%
Equity
United States
185
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.10%
Equity
United States
Multi-Factor Strategy
113
Vanguard FTSE Developed World UCITS ETF Distributing 0.03%
Equity
World
3,666
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.04%
Equity
North America
2,650
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
733
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.05%
Equity
United States
Social/Environmental
1,044
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.04%
Equity
North America
2,395
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.04%
Equity
North America
Social/Environmental
25
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0.01%
Equity
United States
Covered Call
Alternative Investments
17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.01%
Equity
United States
Covered Call
Alternative Investments
314
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.13%
Equity
United States
Momentum
12
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.15%
Equity
World
Financials
Social/Environmental
122
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.30%
Equity
United States
Social/Environmental
Climate Change
2

Rendement

Aperçu des rendements

Année en cours -12,37%
1 mois +5,15%
3 mois -10,65%
6 mois -6,37%
1 an -1,30%
3 ans -
5 ans -
Depuis la création (MAX) +30,44%
2025 -0,95%
2024 +52,62%
2023 -
2022 -

Rendements mensuels dans une heat map

Risque

Les rendements des ETF comprennent les paiements de dividendes (le cas échéant).
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Aperçu des risques

Volatilité 1 an 35,68%
Volatilité 3 ans -
Volatilité 5 ans -
Rendement par risque 1 an -0,04
Rendement par risque 3 ans -
Rendement par risque 5 ans -
Perte maximale sur 1 an -29,23%
Perte maximale sur 3 ans -
Perte maximale sur 5 ans -
Perte maximale depuis la création -34,39%

Volatilité sur 1 an

— Les données utilisées sont mises à disposition par Trackinsight, etfinfo, Xignite Inc., gettex, FactSet et justETF GmbH.

Les cotations sont des cotations en temps réel (gettex), des cotations boursières retardées de 15 minutes ou des VNI (quotidiennes publiées par le fournisseur du fonds). Par défaut, les rendements des ETF incluent les paiements de dividendes (le cas échéant). Aucune garantie n'est donnée quant à l'exhaustivité, la précision et l'exactitude des informations affichées.