Balyasny Asset Management
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Balyasny Asset Management’s Lufax Holding LU Stock Holding History

Balyasny 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
2025
Q4 		– Sell
-571,051
Closed -$2.32M – 3356
2025
Q3 		$2.32M Buy
+571,051
New +$1.7M ﹤0.01% 1736
2024
Q2 		– Sell
-60,808
Closed -$257K – 2886
2024
Q1 		$257K Sell
60,808
-239,192
-80% -$670K ﹤0.01% 2315
2023
Q4 		$921K Sell
300,000
-213,959
-42% -$797K ﹤0.01% 1724
2023
Q3 		$2.18M Buy
513,959
+44,863
+10% +$248K ﹤0.01% 1358
2023
Q2 		$2.68M Buy
469,096
+254,531
+119% +$1.68M 0.01% 1283
2023
Q1 		$1.75M Sell
214,565
-39,430
-16% -$378K ﹤0.01% 1510
2022
Q4 		$1.97M Buy
+253,995
New +$1.93M 0.01% 1438

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management's LU Position: Q4 2025 in Review

Balyasny Asset Management sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 571,051 shares — an estimated $2.32M sold.

Balyasny Asset Management first reported a position in LU in Q4 2022 and held it in 7 quarters. The position peaked at $2.68M in Q2 2023. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Balyasny Asset Management reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 571,051 Lufax Holding shares in Q4 2025, an estimated $2.32M.
  • Balyasny Asset Management first reported a position in Lufax Holding in Q4 2022 and held it in 7 quarters.
  • Balyasny Asset Management's Lufax Holding position peaked at $2.68M in Q2 2023.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.