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 $411M AUM 21.33% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HSBC Holdings's LU Position: Q2 2026 in Review

HSBC Holdings reduced its Lufax Holding (LU) stake by 21% in Q2 2026, selling an estimated $30.5K and leaving 66,056 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

HSBC Holdings first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q2 2021. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

HSBC Holdings held 66,056 shares of Lufax Holding worth $87.2K as of Q2 2026.
HSBC Holdings sold 17,912 Lufax Holding shares in Q2 2026, an estimated $30.5K.
Lufax Holding made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2821 holding.
HSBC Holdings first reported a position in Lufax Holding in Q4 2020 and has held it in 23 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 Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.