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Barometer Capital Management’s Lufax Holding LU Stock Holding History

Barometer Capital 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
Q2 		$756K Buy
572,800
+38,100
+7% +$64.8K 0.21% 85
2026
Q1 		$1,000K Buy
534,700
+527,700
+7,539% +$1.33M 0.34% 69
2025
Q4 		$666K Sell
7,000
-136,500
-95% -$403K 0.16% 80
2025
Q3 		$583K Buy
143,500
+62,700
+78% +$187K 0.13% 96
2025
Q2 		$225K Buy
80,800
+20,000
+33% +$56.4K 0.06% 144
2025
Q1 		$181K Buy
60,800
+16,200
+36% +$44.9K 0.07% 118
2024
Q4 		$106K Hold
44,600
– – 0.04% 129
2024
Q3 		$156K Hold
44,600
– – 0.04% 132
2024
Q2 		$106K Buy
+44,600
New +$170K 0.04% 171

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barometer Capital Management's LU Position: Q2 2026 in Review

Barometer Capital Management increased its Lufax Holding (LU) stake by 7.1% in Q2 2026, buying an estimated $64.8K and bringing the position to 572,800 shares worth $756K. The position accounts for 0.21% of the portfolio, ranked #85.

Barometer Capital Management first reported a position in LU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1,000K in Q1 2026. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Barometer Capital Management held 572,800 shares of Lufax Holding worth $756K as of Q2 2026.
  • Barometer Capital Management bought 38,100 Lufax Holding shares in Q2 2026, an estimated $64.8K.
  • Lufax Holding made up 0.21% of Barometer Capital Management's portfolio in Q2 2026, its #85 holding.
  • Barometer Capital Management first reported a position in Lufax Holding in Q2 2024 and has held it in 9 quarters since.
  • Barometer Capital Management's Lufax Holding position peaked at $1,000K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.