Citadel Advisors
LU icon

Citadel Advisors’s Lufax Holding LU Stock Holding History

Citadel Advisors’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 		$204K Sell
154,900
-82,600
-35% -$140K ﹤0.01% 12026
2026
Q1 		$444K Buy
237,500
+159,000
+203% +$402K ﹤0.01% 9582
2025
Q4 		$201K Sell
78,500
-55,100
-41% -$163K ﹤0.01% 11034
2025
Q3 		$542K Buy
133,600
+84,300
+171% +$252K ﹤0.01% 8938
2025
Q2 		$138K Buy
49,300
+18,000
+58% +$50.8K ﹤0.01% 11043
2025
Q1 		$93K Sell
31,300
-105,175
-77% -$292K ﹤0.01% 11577
2024
Q4 		$326K Buy
136,475
+50,300
+58% +$139K ﹤0.01% 9479
2024
Q3 		$301K Sell
86,175
-30,300
-26% -$79.3K ﹤0.01% 9329
2024
Q2 		$276K Buy
116,475
+45,675
+65% +$174K ﹤0.01% 9300
2024
Q1 		$299K Buy
70,800
+49,650
+235% +$139K ﹤0.01% 9460
2023
Q4 		$64.9K Buy
21,150
+8,725
+70% +$32.5K ﹤0.01% 11487
2023
Q3 		$52.7K Buy
12,425
+2,350
+23% +$13K ﹤0.01% 11700
2023
Q2 		$57.6K Sell
10,075
-379,525
-97% -$2.51M ﹤0.01% 11637
2023
Q1 		$3.18M Sell
389,600
-27,325
-7% -$262K ﹤0.01% 4543
2022
Q4 		$3.24M Buy
416,925
+378,775
+993% +$2.88M ﹤0.01% 4630
2022
Q3 		$388K Buy
38,150
+4,200
+12% +$71.7K ﹤0.01% 9011
2022
Q2 		$815K Sell
33,950
-1,575
-4% -$36.6K ﹤0.01% 7496
2022
Q1 		$792K Buy
35,525
+3,425
+11% +$75.4K ﹤0.01% 8245
2021
Q4 		$723K Sell
32,100
-3,850
-11% -$101K ﹤0.01% 8757
2021
Q3 		$1M Sell
35,950
-24,600
-41% -$816K ﹤0.01% 8143
2021
Q2 		$2.74M Buy
60,550
+22,775
+60% +$1.15M ﹤0.01% 5828
2021
Q1 		$2.19M Buy
37,775
+17,525
+87% +$1.08M ﹤0.01% 6175
2020
Q4 		$1.15M Buy
+20,250
New +$1.21M ﹤0.01% 6510

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

Citadel Advisors's LU Position: Q2 2026 in Review

Citadel Advisors opened a new position in Lufax Holding (LU) in Q2 2026: 268,734 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #10729 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in LU as recently as Q4 2025.

Citadel Advisors first reported a position in LU in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.4M in Q4 2020. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Citadel Advisors held 268,734 shares of Lufax Holding worth $355K as of Q2 2026.
  • Lufax Holding was a new Citadel Advisors position in Q2 2026.
  • Lufax Holding made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10729 holding.
  • Citadel Advisors first reported a position in Lufax Holding in Q4 2020 and has held it in 22 quarters since.
  • Citadel Advisors's Lufax Holding position peaked at $18.4M in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.