LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -6.9% · netto nieuwe posities -6.7% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a |
| Q3 2024 | 8 | +1 | 23.90M | $83.41M | +2 | −1 |
| Q2 2024 | 7 | n/a | 20.70M | $49.05M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 12.40M | +2.8% | $50.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Baillie Gifford ✦ | 8.41M | -9.5% | $34.13M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (passief) | 5.61M | +5.7% | $22.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 4 | State Street Global Advisors ✦ (passief) | 4.66M | -7.6% | $18.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 2.22M | +1376759.0% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 1.35M | -19.1% | $5.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Marshall Wace ✦ | 985.28K | +1616.4% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Goldman Sachs Group ✦ | 876.80K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 851.79K | -70.6% | $3.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Wellington Management ✦ | 456.66K | -49.3% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 317.29K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 12 | JPMorgan Chase ✦ | 201.62K | n/a | $818,594 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Geode Capital Management ✦ (passief) | 152.85K | +6.7% | $620,570 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Millennium Management ✦ | 41.20K | Nieuw | $167,260 | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 14.67K | Nieuw | $59,548 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $167,260 | 0.0% |
| D. E. Shaw & Co. | $59,548 | 0.0% |
Verlaten
| Arrowstreet Capital | $6.05M | was 0.0% |
| Norges Bank | $4.93M | was 0.0% |
| Two Sigma Investments | $1.34M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 79.53M aandelen, $136.98M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.