Amundi
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Amundi’s Lufax Holding LU Stock Holding History

Amundi’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 		– Sell
-93,820
Closed -$240K – 2075
2025
Q4 		$240K Buy
93,820
+28,842
+44% +$85.2K ﹤0.01% 1710
2025
Q3 		$266K Sell
64,978
-32,150
-33% -$96K ﹤0.01% 1480
2025
Q2 		$268K Sell
97,128
-95
-0.1% -$268 ﹤0.01% 1547
2025
Q1 		$282K Buy
97,223
+42,236
+77% +$117K ﹤0.01% 1611
2024
Q4 		$133K Buy
54,987
+13,547
+33% +$37.4K ﹤0.01% 1765
2024
Q3 		$141K Buy
41,440
+35,376
+583% +$92.6K ﹤0.01% 1733
2024
Q2 		$17.9K Sell
6,064
-45,208
-88% -$172K ﹤0.01% 1856
2024
Q1 		$219K Sell
51,272
-763,546
-94% -$2.14M ﹤0.01% 1623
2023
Q4 		$2.13M Buy
+814,818
New +$3.04M ﹤0.01% 1182

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return