Daiwa Securities Group
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Daiwa Securities Group’s Lufax Holding LU Stock Holding History

Daiwa Securities Group’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
Q1 		– Sell
-73,275
Closed -$175K – 1302
2024
Q4 		$175K Hold
73,275
– – ﹤0.01% 948
2024
Q3 		$256K Buy
73,275
+9,400
+15% +$24.6K ﹤0.01% 930
2024
Q2 		$151K Hold
63,875
– – ﹤0.01% 1006
2024
Q1 		$270K Buy
63,875
+33,500
+110% +$93.8K ﹤0.01% 936
2023
Q4 		$93K Hold
30,375
– – ﹤0.01% 1023
2023
Q3 		$129K Hold
30,375
– – ﹤0.01% 1003
2023
Q2 		$174K Hold
30,375
– – ﹤0.01% 951
2023
Q1 		$248K Buy
30,375
+22,125
+268% +$212K ﹤0.01% 906
2022
Q4 		$64K Hold
8,250
– – ﹤0.01% 1009
2022
Q3 		$84K Buy
8,250
+925
+13% +$15.8K ﹤0.01% 1021
2022
Q2 		$176K Hold
7,325
– – ﹤0.01% 975
2022
Q1 		$163K Buy
+7,325
New +$161K ﹤0.01% 993
2021
Q4 		– Sell
-12,500
Closed -$349K – 1423
2021
Q3 		$349K Buy
+12,500
New +$415K ﹤0.01% 905

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Daiwa Securities Group's LU Position: Q1 2025 in Review

Daiwa Securities Group sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 73,275 shares — an estimated $175K sold.

Daiwa Securities Group first reported a position in LU in Q3 2021 and held it in 13 quarters. The position peaked at $349K in Q3 2021. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

  • Daiwa Securities Group reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
  • Daiwa Securities Group sold 73,275 Lufax Holding shares in Q1 2025, an estimated $175K.
  • Daiwa Securities Group first reported a position in Lufax Holding in Q3 2021 and held it in 13 quarters.
  • Daiwa Securities Group's Lufax Holding position peaked at $349K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Daiwa Securities Group's 13F filing for Q1 2025, filed 13 May 2025.