Mitsubishi UFJ Trust & Banking
LU icon

Mitsubishi UFJ Trust & Banking’s Lufax Holding LU Stock Holding History

Mitsubishi UFJ Trust & Banking’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
2025
Q3 		– Sell
-3,311,555
Closed -$9.24M – 1130
2025
Q2 		$9.24M Buy
3,311,555
+1,221,383
+58% +$3.45M 0.02% 561
2025
Q1 		$6.21M Sell
2,090,172
-184,358
-8% -$511K 0.02% 642
2024
Q4 		$5.44M Buy
+2,274,530
New +$6.28M 0.01% 686
2024
Q1 		– Sell
-473,980
Closed -$1.46M – 1098
2023
Q4 		$1.46M Sell
473,980
-60,916
-11% -$227K ﹤0.01% 802
2023
Q3 		$2.27M Buy
534,896
+15,173
+3% +$84K 0.01% 772
2023
Q2 		$2.97M Buy
519,723
+146,038
+39% +$965K 0.01% 746
2023
Q1 		$3.05M Buy
373,685
+112,633
+43% +$1.08M 0.01% 729
2022
Q4 		$2.03M Buy
261,052
+53,141
+26% +$405K 0.01% 771
2022
Q3 		$2.11M Sell
207,911
-25,074
-11% -$428K 0.01% 758
2022
Q2 		$5.59M Buy
232,985
+191,019
+455% +$4.44M 0.01% 659
2022
Q1 		$935K Buy
+41,966
New +$924K ﹤0.01% 899
2021
Q4 		– Sell
-13,406
Closed -$374K – 1375
2021
Q3 		$374K Buy
13,406
+14
+0.1% +$465 ﹤0.01% 1167
2021
Q2 		$605K Sell
13,392
-2,363
-15% -$119K ﹤0.01% 1052
2021
Q1 		$915K Hold
15,755
– – ﹤0.01% 885
2020
Q4 		$895K Buy
+15,755
New +$943K ﹤0.01% 941

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
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
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's LU Position: Q3 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of Lufax Holding (LU) in Q3 2025, closing a stake of 3,311,555 shares — an estimated $9.24M sold.

Mitsubishi UFJ Trust & Banking first reported a position in LU in Q4 2020 and held it in 15 quarters. The position peaked at $9.24M in Q2 2025. 89 funds tracked by Wall St. Rank hold LU as of Q3 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining Lufax Holding position as of Q3 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 3,311,555 Lufax Holding shares in Q3 2025, an estimated $9.24M.
  • Mitsubishi UFJ Trust & Banking first reported a position in Lufax Holding in Q4 2020 and held it in 15 quarters.
  • Mitsubishi UFJ Trust & Banking's Lufax Holding position peaked at $9.24M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2025, filed 31 Oct 2025.