LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +4.8% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -3 | 35.98M | $47.57M | +5 | −7 |
| Q1 2026 | 47 | -5 | 45.63M | $85.39M | +1 | −7 |
| Q4 2025 | 53 | -2 | 54.93M | $140.64M | +2 | −3 |
| Q3 2025 | 15 | 0 | 38.53M | $156.44M | +2 | −3 |
| Q2 2025 | 13 | -2 | 41.78M | $116.56M | +1 | −3 |
| Q1 2025 | 12 | 0 | 25.01M | $74.28M | +1 | −1 |
| Q4 2024 | 12 | +3 | 30.08M | $71.89M | +3 | — |
| Q3 2024 | 8 | +1 | 23.90M | $83.41M | +2 | −1 |
| Q2 2024 | 7 | — | 20.70M | $49.05M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 14.67M | +0.3% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 4.80M | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 2.30M | Nuevo | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 2.30M | Nuevo | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 2.30M | Nuevo | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 2.12M | -2.0% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 1.95M | -1.6% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 1.77M | -20.7% | $4.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 995.02K | -48.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 580.89K | +56.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 470.02K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 159.15K | Nuevo | $380,364 | 0.0% | New | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 154.58K | Nuevo | $369,444 | 0.0% | New | 1 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 125.37K | +1.4% | $299,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 125.37K | +1.4% | $299,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $5.49M | 0.0% |
| Marshall Wace | $5.49M | 0.0% |
| Marshall Wace | $5.49M | 0.0% |
| Wellington Management | $380,364 | 0.0% |
| Arrowstreet Capital | $369,444 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 73 tenedores, 79.53M acciones, $136.98M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.