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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 		$566K Sell
428,800
-401,200
-48% -$682K ﹤0.01% 9618
2026
Q1 		$1.55M Buy
830,000
+355,100
+75% +$897K ﹤0.01% 6786
2025
Q4 		$1.22M Sell
474,900
-368,600
-44% -$1.09M ﹤0.01% 6738
2025
Q3 		$3.42M Buy
843,500
+173,200
+26% +$517K ﹤0.01% 4728
2025
Q2 		$1.87M Buy
670,300
+62,600
+10% +$177K ﹤0.01% 5937
2025
Q1 		$1.8M Buy
607,700
+115,500
+23% +$320K ﹤0.01% 5756
2024
Q4 		$1.18M Sell
492,200
-20,400
-4% -$56.3K ﹤0.01% 6557
2024
Q3 		$1.79M Sell
512,600
-1,000
-0.2% -$2.62K ﹤0.01% 5502
2024
Q2 		$1.22M Buy
513,600
+249,100
+94% +$950K ﹤0.01% 6120
2024
Q1 		$1.12M Sell
264,500
-29,300
-10% -$82K ﹤0.01% 6630
2023
Q4 		$902K Buy
293,800
+203,600
+226% +$758K ﹤0.01% 7236
2023
Q3 		$382K Buy
90,200
+23,575
+35% +$131K ﹤0.01% 8835
2023
Q2 		$381K Sell
66,625
-1,475
-2% -$9.75K ﹤0.01% 8947
2023
Q1 		$556K Buy
68,100
+3,125
+5% +$30K ﹤0.01% 8306
2022
Q4 		$504K Buy
64,975
+33,025
+103% +$252K ﹤0.01% 7855
2022
Q3 		$325K Buy
31,950
+23,425
+275% +$400K ﹤0.01% 9591
2022
Q2 		$205K Sell
8,525
-56,575
-87% -$1.31M ﹤0.01% 10567
2022
Q1 		$1.45M Sell
65,100
-17,750
-21% -$391K ﹤0.01% 6222
2021
Q4 		$1.87M Buy
82,850
+54,250
+190% +$1.42M ﹤0.01% 5674
2021
Q3 		$799K Sell
28,600
-12,875
-31% -$427K ﹤0.01% 8137
2021
Q2 		$1.88M Sell
41,475
-9,275
-18% -$467K ﹤0.01% 6062
2021
Q1 		$2.95M Sell
50,750
-16,550
-25% -$1.02M ﹤0.01% 5009
2020
Q4 		$3.82M Buy
+67,300
New +$4.03M ﹤0.01% 3893

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.