Security record · archived quarter
LU
Lufax Holding Ltd · Financial Services · Financial - Credit Services
47Tracked holders
-5Δ holders
45.63MShares held
$85.39MReported value
+1New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -9.6% ·
share flow -6.8% ·
net new positions -12.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 9.70M | n/a | $18.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 8.19M | +3.1% | $15.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (passive) | 5.83M | +4.5% | $10.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 4 | Charles Schwab Investment… | 4.88M | -15.9% | $9.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 3.95M | 0.0% | $7.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 2.30M | -41.3% | $4.30M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Legal & General Group Plc | 1.54M | -1.0% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 1.26M | +70.4% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Allianz Asset Management GmbH | 1.10M | -11.9% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 798.78K | -20.4% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Invesco Ltd. | 627.98K | -11.3% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 548.17K | -2.1% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 477.91K | -26.7% | $893,699 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Northern Trust Corp | 477.28K | -10.4% | $892,512 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Two Sigma Investments ✦ | 430.68K | +193.2% | $805,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 356.28K | +2.2% | $666,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | California Public Employees… | 329.09K | +2.4% | $615,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 321.94K | -37.2% | $600,480 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 318.37K | +4.7% | $595,343 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Bank Of America Corp /De/ | 216.00K | -13.1% | $403,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 208.09K | -11.1% | $389,125 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Hrt Financial Lp | 190.95K | +73.9% | $357,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 187.85K | +2.0% | $351,284 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 24 | UBS AM, a distinct business unit of… | 174.71K | +124.2% | $326,698 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Nuveen, LLC | 167.10K | 0.0% | $312,477 | 0.0% | Held | 2 | SEC ↗ |
| 26 | American Century Companies Inc | 145.90K | -3.2% | $272,837 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 100.55K | 0.0% | $257,416 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Aberdeen Group plc | 107.22K | -41.0% | $200,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 104.96K | 0.0% | $196,268 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 101.93K | -33.2% | $190,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Millennium Management ✦ | 95.43K | -63.2% | $178,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Hsbc Holdings Plc | 83.97K | -47.2% | $157,020 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Mitsubishi UFJ Asset Management… | 78.30K | -1.8% | $146,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Group One Trading Llc | 65.85K | -41.8% | $123,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citigroup Inc | 50.58K | -11.8% | $94,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Sei Investments Co | 30.05K | -56.4% | $56,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Asset Management One Co., Ltd. | 22.85K | -28.5% | $42,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 22.07K | -58.0% | $39,277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Pictet Asset Management Holding SA | 17.28K | 0.0% | $32,317 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 10.88K | -58.8% | $20,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cwm, Llc | 3.93K | +323.6% | $7,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mirae Asset Global Investments Co.… | 2.17K | -89.2% | $4,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 2.02K | New | $4,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 472 | 0.0% | $881 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Barclays Plc | 450 | 0.0% | $842 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 25 | 0.0% | $47 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Danske Bank A/S | 1 | 0.0% | $2 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $4,000 | 0.0% |
Exited
| Norges Bank | $8.07M | was 0.0% |
| Citadel Advisors | $1.38M | was 0.0% |
| Wellington Management | $447,140 | was 0.0% |
| Amundi | $240,179 | was 0.0% |
| Deutsche Bank Ag\ | $23,017 | was 0.0% |
| Rhumbline Advisers | $378 | was 0.0% |
| Nomura Asset Management Co Ltd | $0 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 79.53M shares, $136.98M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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