Invesco
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Invesco’s Lufax Holding LU Stock Holding History

Invesco’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 		$648K Sell
490,846
-137,136
-22% -$233K ﹤0.01% 3135
2026
Q1 		$1.17M Sell
627,982
-79,652
-11% -$201K ﹤0.01% 2793
2025
Q4 		$1.81M Sell
707,634
-8,040
-1% -$23.8K ﹤0.01% 2642
2025
Q3 		$2.91M Buy
715,674
+27,878
+4% +$83.2K ﹤0.01% 2471
2025
Q2 		$1.92M Buy
687,796
+45,849
+7% +$129K ﹤0.01% 2589
2025
Q1 		$1.91M Buy
641,947
+38,868
+6% +$108K ﹤0.01% 2563
2024
Q4 		$1.44M Buy
603,079
+22,421
+4% +$61.9K ﹤0.01% 2744
2024
Q3 		$2.03M Sell
580,658
-35,497
-6% -$92.9K ﹤0.01% 2595
2024
Q2 		$1.46M Sell
616,155
-17,632
-3% -$67.2K ﹤0.01% 2750
2024
Q1 		$2.67M Buy
633,787
+221,308
+54% +$620K ﹤0.01% 2534
2023
Q4 		$1.27M Sell
412,479
-33,538
-8% -$125K ﹤0.01% 2790
2023
Q3 		$1.89M Sell
446,017
-90,326
-17% -$500K ﹤0.01% 2624
2023
Q2 		$3.07M Buy
536,343
+18,485
+4% +$122K ﹤0.01% 2475
2023
Q1 		$4.23M Buy
517,858
+31,983
+7% +$307K ﹤0.01% 2305
2022
Q4 		$3.77M Sell
485,875
-28,534
-6% -$217K ﹤0.01% 2384
2022
Q3 		$5.23M Sell
514,409
-13,251
-3% -$226K ﹤0.01% 2207
2022
Q2 		$12.7M Buy
527,660
+55,089
+12% +$1.28M ﹤0.01% 1677
2022
Q1 		$10.5M Buy
472,571
+208,968
+79% +$4.6M ﹤0.01% 1931
2021
Q4 		$5.94M Buy
263,603
+142,050
+117% +$3.72M ﹤0.01% 2312
2021
Q3 		$3.39M Buy
121,553
+87,450
+256% +$2.9M ﹤0.01% 2581
2021
Q2 		$1.54M Sell
34,103
-8,812
-21% -$444K ﹤0.01% 2945
2021
Q1 		$2.49M Buy
+42,915
New +$2.64M ﹤0.01% 2688

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

Invesco's LU Position: Q2 2026 in Review

Invesco reduced its Lufax Holding (LU) stake by 22% in Q2 2026, selling an estimated $233K and leaving 490,846 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Invesco first reported a position in LU in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.7M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Invesco held 490,846 shares of Lufax Holding worth $648K as of Q2 2026.
  • Invesco sold 137,136 Lufax Holding shares in Q2 2026, an estimated $233K.
  • Lufax Holding made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3135 holding.
  • Invesco first reported a position in Lufax Holding in Q1 2021 and has held it in 22 quarters since.
  • Invesco's Lufax Holding position peaked at $12.7M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

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