Skip to content
OpenCapital
Get started

LPL Financial Holdings LPLA Trading assets

Trading assets at other companies

Raymond James Financial logo
Raymond James FinancialRJF
$485M-29.8%
Stifel Financial logo
Stifel FinancialSF
$1.66B+16.8%
SEI Investments logo
SEI InvestmentsSEIC
$2.74M—
StoneX Group Inc. logo
StoneX Group Inc.SNEX
$11.26B+37.3%
Beneficient logo
BeneficientBENF
$1.74M-5.9%
Freedom Holding logo
Freedom HoldingFRHC
——

Other financials

Income statement

See full
Revenue$5.2B+35.2%
Net income$379.3M+38.8%
EPS (diluted)$4.74+39.4%

Balance sheet

See full
Cash & equivalents$1.3B-78.4%
Total debt$7.5B+2.1%
Total equity$5.8B+13.4%
Total assets$19.8B+13.3%

Cash flow

See full
Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

See full
Market cap$27.13B-14.3%
Enterprise value$33.31B+0.8%
P/E26.9×-1.4×
P/S1.4×-0.9×

Profitability

See full
Net margin5.1%-2.8pp
FCF margin-12.5%-13.3pp

Returns & leverage

See full
Return on equity18.6%-10.9pp
Debt / equity1.3×-0.1×

Where this comes from

Reported directly by LPL Financial Holdings in its filing.

Tagged under the XBRL concept us-gaap:TradingSecurities.

The official record: LPL Financial Holdings’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about LPL Financial Holdings's trading assets.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is LPL Financial Holdings's trading assets?
LPL Financial Holdings (LPLA) reported trading assets of $84.86M in Q1 2026.
How has LPL Financial Holdings's trading assets changed year-over-year?
LPL Financial Holdings's trading assets decreased by 30.9% year-over-year, from $122.73M to $84.86M.
What is the long-term trend for LPL Financial Holdings's trading assets?
Over 5 years (2020 to 2025), LPL Financial Holdings's trading assets has grown at a 21.1% compound annual growth rate (CAGR), from $29.25M to $76.11M.
What does trading assets mean?
Securities and other financial instruments held for short-term trading purposes, measured at fair value with changes flowing through the income statement.