HSBC Holdings
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HSBC Holdings’s Lufax Holding LU Stock Holding History

HSBC Holdings’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
2023
Q4 		– Sell
-121,763
Closed -$516K – 2839
2023
Q3 		$516K Buy
+121,763
New +$674K ﹤0.01% 1983

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings's LU Position: Q1 2026 in Review

HSBC Holdings increased its Lufax Holding (LU) stake by 5.6% in Q1 2026, buying an estimated $11.2K and bringing the position to 83,968 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

HSBC Holdings first reported a position in LU in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.8M in Q2 2021. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • HSBC Holdings held 83,968 shares of Lufax Holding worth $157K as of Q1 2026.
  • HSBC Holdings bought 4,421 Lufax Holding shares in Q1 2026, an estimated $11.2K.
  • Lufax Holding made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2670 holding.
  • HSBC Holdings first reported a position in Lufax Holding in Q4 2020 and has held it in 22 quarters since.
  • HSBC Holdings's Lufax Holding position peaked at $14.8M in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.