National Bank of Canada
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National Bank of Canada’s Lufax Holding LU Stock Holding History

National Bank of Canada’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
Q1 		– Sell
-2
Closed -$5 – 3020
2024
Q4 		$5 Buy
+2
New +$6 ﹤0.01% 2894
2022
Q1 		– Sell
-81,250
Closed -$1.83M – 2953
2021
Q4 		$1.83M Buy
+81,250
New +$2.13M 0.01% 852

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

National Bank of Canada's LU Position: Q1 2025 in Review

National Bank of Canada sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 2 shares — an estimated $5 sold.

National Bank of Canada first reported a position in LU in Q4 2021 and held it in 2 quarters. The position peaked at $1.83M in Q4 2021. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

  • National Bank of Canada reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
  • National Bank of Canada sold 2 Lufax Holding shares in Q1 2025, an estimated $5.
  • National Bank of Canada first reported a position in Lufax Holding in Q4 2021 and held it in 2 quarters.
  • National Bank of Canada's Lufax Holding position peaked at $1.83M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on National Bank of Canada's 13F filing for Q1 2025, filed 12 May 2025.