Acadian Asset Management

Acadian Asset Management’s Lufax Holding LU Stock Holding History

Acadian Asset Management’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1M	Sell	5,945,969 -777,482	-12%	-$1.96M	0.02%	504
2025 Q4	$17.2M	Sell	6,723,451 -629,460	-9%	-$1.86M	0.03%	360
2025 Q3	$29.8M	Buy	7,352,911 +2,508,934	+52%	+$7.49M	0.05%	260
2025 Q2	$13.5M	Sell	4,843,977 -324,673	-6%	-$916K	0.03%	376
2025 Q1	$15.3M	Buy	5,168,650 +3,206,645	+163%	+$8.9M	0.04%	259
2024 Q4	$4.68M	Sell	1,962,005 -518,527	-21%	-$1.43M	0.01%	541
2024 Q3	$8.65M	Buy	2,480,532 +496,472	+25%	+$1.3M	0.03%	371
2024 Q2	$4.7M	Sell	1,984,060 -1,052,165	-35%	-$4.01M	0.01%	516
2024 Q1	$12.8M	Buy	3,036,225 +2,976,693	+5,000%	+$8.34M	0.04%	254
2023 Q4	$181K	Buy	+59,532	New	+$222K	﹤0.01%	1251
2023 Q2	–	Sell	-94,383	Closed	-$768K	–	1832
2023 Q1	$768K	Buy	+94,383	New	+$905K	﹤0.01%	942
2022 Q1	–	Sell	-1,891	Closed	-$42K	–	1727
2021 Q4	$42K	Buy	+1,891	New	+$49.5K	﹤0.01%	1511
2021 Q3	–	Sell	-1,976	Closed	-$89K	–	1886
2021 Q2	$89K	Buy	+1,976	New	+$99.6K	﹤0.01%	1665

Other funds holding LU

Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return