LPL Financial Holdings Inc Strategic Asset Allocation Index
LPL Financial Holdings Inc strategic asset allocation index. LPL Financial Holdings Inc (LPLA) has a Strategic Asset Allocation Index of 7.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $437.25 Million) total $437.25 Million, measured against net assets of $5.76 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check LPLA tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of LPL Financial Holdings Inc (2007–2025)
Strategic asset allocation index of LPL Financial Holdings Inc from 2007 to 2025. This chart shows how LPL Financial Holdings Inc's Strategic Asset Allocation Index has evolved across 19 annual periods from 2007 to 2025. As of June 2026, the index stands at 7.6%, representing strategic assets of $437.25 Million against net assets of $5.76 Billion USD.
LPL Financial Holdings Inc Strategic Asset Allocation Index by Year (2007–2025)
LPL Financial Holdings Inc strategic asset allocation index by year from 2007 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for LPL Financial Holdings Inc from 2007 to 2025, covering 19 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 LPLA stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 7.2% | $387.10 Million | $- | $387.10 Million | $5.34 Billion | ▼ -2.8 pp |
| 2024 | 10.0% | $293.90 Million | $- | $293.90 Million | $2.93 Billion | ▼ -2.9 pp |
| 2023 | 12.9% | $268.44 Million | $- | $268.44 Million | $2.08 Billion | ▼ -8.3 pp |
| 2022 | 21.2% | $459.72 Million | $407.11 Million | $52.61 Million | $2.17 Billion | ▼ -21.2 pp |
| 2021 | 42.4% | $708.03 Million | $658.84 Million | $49.19 Million | $1.67 Billion | ▼ -5.2 pp |
| 2020 | 47.6% | $625.36 Million | $582.87 Million | $42.49 Million | $1.31 Billion | ▼ -10.2 pp |
| 2019 | 57.8% | $591.30 Million | $533.04 Million | $58.25 Million | $1.02 Billion | ▲ +6.0 pp |
| 2018 | 51.7% | $503.69 Million | $461.42 Million | $42.27 Million | $974.07 Million | ▲ +5.9 pp |
| 2017 | 45.8% | $442.40 Million | $412.68 Million | $29.71 Million | $965.01 Million | ▼ -3.8 pp |
| 2016 | 49.7% | $407.63 Million | $387.37 Million | $20.27 Million | $821.00 Million | ▲ +8.1 pp |
| 2015 | 41.5% | $297.26 Million | $275.42 Million | $21.84 Million | $715.61 Million | ▲ +17.2 pp |
| 2014 | 24.3% | $236.21 Million | $214.15 Million | $22.06 Million | $971.60 Million | ▲ +5.7 pp |
| 2013 | 18.6% | $204.88 Million | $189.06 Million | $15.82 Million | $1.10 Billion | ▲ +5.5 pp |
| 2012 | 13.1% | $149.14 Million | $130.85 Million | $18.29 Million | $1.14 Billion | ▲ +5.5 pp |
| 2011 | 7.6% | $102.48 Million | $91.32 Million | $11.17 Million | $1.34 Billion | ▲ +0.9 pp |
| 2010 | 6.7% | $78.67 Million | $78.67 Million | $- | $1.17 Billion | ▼ -5.2 pp |
| 2009 | 11.9% | $101.58 Million | $101.58 Million | $- | $850.88 Million | ▼ -8.5 pp |
| 2008 | 20.5% | $161.76 Million | $161.76 Million | $- | $790.31 Million | ▼ -0.5 pp |
| 2007 | 21.0% | $156.80 Million | $156.80 Million | $- | $747.17 Million | — |