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First Beijing Investment Ltd’s Lufax Holding LU Stock Holding History

First Beijing Investment Ltd’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
Q3 		– Sell
-6,464,988
Closed -$18M – 9
2025
Q2 		$18M Buy
6,464,988
+2,072,363
+47% +$5.85M 1.01% 6
2025
Q1 		$13M Buy
+4,392,625
New +$12.2M 0.9% 7

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
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
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
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
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Beijing Investment Ltd's LU Position: Q3 2025 in Review

First Beijing Investment Ltd sold out of Lufax Holding (LU) in Q3 2025, closing a stake of 6,464,988 shares — an estimated $18M sold.

First Beijing Investment Ltd first reported a position in LU in Q1 2025 and held it in 2 quarters. The position peaked at $18M in Q2 2025. 89 funds tracked by Wall St. Rank hold LU as of Q3 2025.

  • First Beijing Investment Ltd reported no remaining Lufax Holding position as of Q3 2025 after selling out during the quarter.
  • First Beijing Investment Ltd sold 6,464,988 Lufax Holding shares in Q3 2025, an estimated $18M.
  • First Beijing Investment Ltd first reported a position in Lufax Holding in Q1 2025 and held it in 2 quarters.
  • First Beijing Investment Ltd's Lufax Holding position peaked at $18M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2025.

Based on First Beijing Investment Ltd's 13F filing for Q3 2025, filed 14 Nov 2025.