Nomura Asset Management’s Lufax Holding LU Stock Holding History

Nomura Asset Management’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	-13,900	Closed	-$33.2K	–	1565
2024 Q4	$33.2K	Hold	13,900	–	–	﹤0.01%	1226
2024 Q3	$48.5K	Hold	13,900	–	–	﹤0.01%	1091
2024 Q2	$32.9K	Hold	13,900	–	–	﹤0.01%	1186
2024 Q1	$58.7K	Sell	13,900 -8,275	-37%	-$23.2K	﹤0.01%	1027
2023 Q4	$68.1K	Hold	22,175	–	–	﹤0.01%	1002
2023 Q3	$94K	Hold	22,175	–	–	﹤0.01%	960
2023 Q2	$127K	Hold	22,175	–	–	﹤0.01%	952
2023 Q1	$181K	Buy	22,175 +3,675	+20%	+$35.2K	﹤0.01%	920
2022 Q4	$144K	Hold	18,500	–	–	﹤0.01%	935
2022 Q3	$188K	Hold	18,500	–	–	﹤0.01%	917
2022 Q2	$444K	Buy	18,500 +5,075	+38%	+$118K	﹤0.01%	893
2022 Q1	$299K	Buy	+13,425	New	+$296K	﹤0.01%	927
2021 Q4	–	Sell	-2,825	Closed	-$78.9K	–	1038
2021 Q3	$78.9K	Hold	2,825	–	–	﹤0.01%	941
2021 Q2	$128K	Hold	2,825	–	–	﹤0.01%	964
2021 Q1	$164K	Hold	2,825	–	–	﹤0.01%	943
2020 Q4	$160K	Buy	+2,825	New	+$169K	﹤0.01%	934

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nomura Asset Management's LU Position: Q1 2025 in Review

Nomura Asset Management sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 13,900 shares — an estimated $33.2K sold.

Nomura Asset Management first reported a position in LU in Q4 2020 and held it in 16 quarters. The position peaked at $444K in Q2 2022. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

Nomura Asset Management reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
Nomura Asset Management sold 13,900 Lufax Holding shares in Q1 2025, an estimated $33.2K.
Nomura Asset Management first reported a position in Lufax Holding in Q4 2020 and held it in 16 quarters.
Nomura Asset Management's Lufax Holding position peaked at $444K in Q2 2022.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Nomura Asset Management's 13F filing for Q1 2025, filed 12 May 2025.