LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.6% ·
aandelenstroom -3.9% ·
netto nieuwe posities -1.9%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 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) | 12.53M | +1.1% | $32.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Baillie Gifford ✦ | 7.94M | -5.5% | $20.33M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 3 | Charles Schwab Investment… | 5.80M | n/a | $14.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 3.95M | +78.1% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passief) | 3.91M | -16.0% | $10.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Norges Bank ✦ (passief) | 3.15M | Nieuw | $8.07M | 0.0% | New | 1 | SEC ↗ |
| 7 | Legal & General Group Plc | 1.56M | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 707.63K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 651.60K | +105.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Northern Trust Corp | 532.82K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Goldman Sachs Group ✦ | 348.73K | -60.2% | $892,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | California Public Employees… | 321.48K | n/a | $822,991 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 259.47K | +529.8% | $664,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 248.42K | n/a | $635,963 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Franklin Resources Inc | 234.14K | n/a | $599,404 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Geode Capital Management ✦ (passief) | 184.12K | +20.5% | $471,351 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 17 | Wellington Management ✦ | 174.66K | -61.8% | $447,140 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Hsbc Holdings Plc | 159.09K | n/a | $407,280 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | American Century Companies Inc | 150.72K | n/a | $385,843 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 146.90K | Nieuw | $376,064 | 0.0% | New | 1 | SEC ↗ |
| 21 | Group One Trading Llc | 113.05K | n/a | $289,413 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 100.55K | n/a | $257,416 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Amundi | 93.82K | n/a | $240,179 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 77.93K | n/a | $199,501 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Sei Investments Co | 68.85K | n/a | $176,251 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 57.33K | n/a | $146,758 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 52.48K | -74.0% | $134,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Asset Management One Co., Ltd. | 31.95K | n/a | $82,421 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 26.40K | n/a | $67,581 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 8.99K | n/a | $23,017 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Barclays Plc | 450 | n/a | $1,152 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rhumbline Advisers | 148 | n/a | $378 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 25 | n/a | $64 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Danske Bank A/S | 1 | n/a | $3 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Norges Bank | $8.07M | 0.0% |
| Two Sigma Investments | $376,064 | 0.0% |
Verlaten
| Renaissance Technologies | $5.47M | was 0.0% |
| Marshall Wace | $4.00M | was 0.0% |
| D. E. Shaw & Co. | $59,548 | 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.