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Jeff Yass’s Lufax Holding LU Stock Holding History

Jeff Yass’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 		– Sell
-10,100
Closed -$18.9K – 14063
2026
Q1 		$18.9K Buy
+10,100
New +$25.5K ﹤0.01% 12868
2025
Q3 		– Sell
-83,300
Closed -$232K – 13254
2025
Q2 		$232K Sell
83,300
-43,600
-34% -$123K ﹤0.01% 10905
2025
Q1 		$377K Sell
126,900
-62,700
-33% -$174K ﹤0.01% 9547
2024
Q4 		$453K Sell
189,600
-32,100
-14% -$88.6K ﹤0.01% 8921
2024
Q3 		$774K Buy
221,700
+67,200
+43% +$176K ﹤0.01% 7415
2024
Q2 		$366K Sell
154,500
-108,600
-41% -$414K ﹤0.01% 9019
2024
Q1 		$1.11M Buy
263,100
+179,600
+215% +$503K ﹤0.01% 6642
2023
Q4 		$256K Buy
83,500
+54,025
+183% +$201K ﹤0.01% 10162
2023
Q3 		$125K Buy
29,475
+11,250
+62% +$62.3K ﹤0.01% 10731
2023
Q2 		$104K Sell
18,225
-35,000
-66% -$231K ﹤0.01% 10920
2023
Q1 		$434K Sell
53,225
-8,025
-13% -$76.9K ﹤0.01% 8901
2022
Q4 		$475K Buy
61,250
+37,450
+157% +$285K ﹤0.01% 7997
2022
Q3 		$242K Sell
23,800
-77,000
-76% -$1.31M ﹤0.01% 10353
2022
Q2 		$2.42M Buy
100,800
+78,525
+353% +$1.82M ﹤0.01% 4506
2022
Q1 		$496K Buy
22,275
+19,200
+624% +$423K ﹤0.01% 9007
2021
Q4 		$69K Sell
3,075
-3,950
-56% -$103K ﹤0.01% 12390
2021
Q3 		$196K Sell
7,025
-119,850
-94% -$3.98M ﹤0.01% 11503
2021
Q2 		$5.74M Buy
126,875
+117,700
+1,283% +$5.93M ﹤0.01% 3792
2021
Q1 		$533K Sell
9,175
-3,825
-29% -$235K ﹤0.01% 9318
2020
Q4 		$738K Buy
+13,000
New +$778K ﹤0.01% 7404

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

Jeff Yass's LU Position: Q2 2026 in Review

Jeff Yass reduced its Lufax Holding (LU) stake by 43% in Q2 2026, selling an estimated $403K and leaving 311,225 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #10358.

Jeff Yass first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.42M in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Jeff Yass held 311,225 shares of Lufax Holding worth $411K as of Q2 2026.
  • Jeff Yass sold 236,945 Lufax Holding shares in Q2 2026, an estimated $403K.
  • Lufax Holding made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10358 holding.
  • Jeff Yass first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Jeff Yass's Lufax Holding position peaked at $4.42M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.