Citigroup
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Citigroup’s Lufax Holding LU Stock Holding History

Citigroup’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 		$83.4K Buy
63,149
+12,573
+25% +$21.4K ﹤0.01% 4782
2026
Q1 		$94.6K Sell
50,576
-6,751
-12% -$17.1K ﹤0.01% 4306
2025
Q4 		$147K Buy
57,327
+660
+1% +$1.95K ﹤0.01% 4138
2025
Q3 		$230K Buy
56,667
+8,040
+17% +$24K ﹤0.01% 3932
2025
Q2 		$136K Sell
48,627
-963,500
-95% -$2.72M ﹤0.01% 4266
2025
Q1 		$3.01M Buy
1,012,127
+663,392
+190% +$1.84M ﹤0.01% 2354
2024
Q4 		$833K Buy
348,735
+133,037
+62% +$367K ﹤0.01% 3492
2024
Q3 		$753K Sell
215,698
-3,945
-2% -$10.3K ﹤0.01% 3468
2024
Q2 		$521K Buy
219,643
+55,161
+34% +$210K ﹤0.01% 3370
2024
Q1 		$731K Sell
164,482
-51,605
-24% -$145K ﹤0.01% 3279
2023
Q4 		$663K Buy
216,087
+74,299
+52% +$277K ﹤0.01% 3187
2023
Q3 		$601K Buy
141,788
+95,721
+208% +$530K ﹤0.01% 2921
2023
Q2 		$264K Sell
46,067
-4,945
-10% -$32.7K ﹤0.01% 3753
2023
Q1 		$416K Sell
51,012
-8,101
-14% -$77.7K ﹤0.01% 3253
2022
Q4 		$459K Buy
59,113
+33,019
+127% +$251K ﹤0.01% 3238
2022
Q3 		$265K Sell
26,094
-44,451
-63% -$759K ﹤0.01% 3632
2022
Q2 		$1.69M Sell
70,545
-34,193
-33% -$794K ﹤0.01% 2227
2022
Q1 		$2.33M Buy
104,738
+84,184
+410% +$1.85M ﹤0.01% 2242
2021
Q4 		$463K Sell
20,554
-13,700
-40% -$359K ﹤0.01% 3858
2021
Q3 		$956K Buy
34,254
+170
+0.5% +$5.64K ﹤0.01% 3123
2021
Q2 		$1.54M Buy
34,084
+8,259
+32% +$416K ﹤0.01% 2885
2021
Q1 		$1.5M Buy
25,825
+572
+2% +$35.1K ﹤0.01% 2687
2020
Q4 		$1.44M Buy
+25,253
New +$1.51M ﹤0.01% 3183

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

Citigroup's LU Position: Q2 2026 in Review

Citigroup increased its Lufax Holding (LU) stake by 25% in Q2 2026, buying an estimated $21.4K and bringing the position to 63,149 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Citigroup first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.01M in Q1 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Citigroup held 63,149 shares of Lufax Holding worth $83.4K as of Q2 2026.
  • Citigroup bought 12,573 Lufax Holding shares in Q2 2026, an estimated $21.4K.
  • Lufax Holding made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4782 holding.
  • Citigroup first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Citigroup's Lufax Holding position peaked at $3.01M in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.