Neuberger Berman Group
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Neuberger Berman Group’s Lufax Holding LU Stock Holding History

Neuberger Berman Group’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
-104,956
Closed -$196K – 2381
2026
Q1 		$196K Hold
104,956
– – ﹤0.01% 2011
2025
Q4 		$269K Hold
104,956
– – ﹤0.01% 1852
2025
Q3 		$426K Sell
104,956
-31,987
-23% -$95.5K ﹤0.01% 1648
2025
Q2 		$382K Buy
136,943
+31,987
+30% +$90.3K ﹤0.01% 1666
2025
Q1 		$312K Hold
104,956
– – ﹤0.01% 1687
2024
Q4 		$251K Sell
104,956
-299
-0.3% -$825 ﹤0.01% 1720
2024
Q3 		$367K Sell
105,255
-205
-0.2% -$536 ﹤0.01% 1608
2024
Q2 		$250K Buy
105,460
+725
+0.7% +$2.77K ﹤0.01% 1701
2024
Q1 		$442K Buy
+104,735
New +$293K ﹤0.01% 1541
2022
Q3 		– Sell
-82,246
Closed -$1.99M – 1879
2022
Q2 		$1.99M Sell
82,246
-11,938
-13% -$277K ﹤0.01% 1112
2022
Q1 		$2.13M Buy
94,184
+16,062
+21% +$354K ﹤0.01% 1162
2021
Q4 		$1.74M Buy
78,122
+7,833
+11% +$205K ﹤0.01% 1231
2021
Q3 		$1.95M Buy
70,289
+46,501
+195% +$1.54M ﹤0.01% 1173
2021
Q2 		$1.07M Buy
+23,788
New +$1.2M ﹤0.01% 1314

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

Neuberger Berman Group's LU Position: Q2 2026 in Review

Neuberger Berman Group sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 104,956 shares — an estimated $196K sold.

Neuberger Berman Group first reported a position in LU in Q2 2021 and held it in 14 quarters. The position peaked at $2.13M in Q1 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Neuberger Berman Group reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 104,956 Lufax Holding shares in Q2 2026, an estimated $196K.
  • Neuberger Berman Group first reported a position in Lufax Holding in Q2 2021 and held it in 14 quarters.
  • Neuberger Berman Group's Lufax Holding position peaked at $2.13M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.