Northern Trust
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Northern Trust’s Lufax Holding LU Stock Holding History

Northern Trust’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 		$555K Sell
420,583
-56,696
-12% -$96.4K ﹤0.01% 3644
2026
Q1 		$893K Sell
477,279
-55,538
-10% -$140K ﹤0.01% 3390
2025
Q4 		$1.36M Sell
532,817
-5,325
-1% -$15.7K ﹤0.01% 3207
2025
Q3 		$2.18M Buy
538,142
+8,096
+2% +$24.2K ﹤0.01% 2992
2025
Q2 		$1.48M Sell
530,046
-4,606
-0.9% -$13K ﹤0.01% 3170
2025
Q1 		$1.59M Buy
534,652
+11,568
+2% +$32.1K ﹤0.01% 3039
2024
Q4 		$1.25M Buy
523,084
+274,808
+111% +$759K ﹤0.01% 3286
2024
Q3 		$866K Buy
248,276
+16,942
+7% +$44.3K ﹤0.01% 3410
2024
Q2 		$548K Buy
231,334
+63,762
+38% +$243K ﹤0.01% 3472
2024
Q1 		$707K Sell
167,572
-112,776
-40% -$316K ﹤0.01% 3445
2023
Q4 		$861K Sell
280,348
-192,455
-41% -$717K ﹤0.01% 3367
2023
Q3 		$2M Sell
472,803
-146,634
-24% -$812K ﹤0.01% 2938
2023
Q2 		$3.54M Sell
619,437
-120,629
-16% -$797K ﹤0.01% 2687
2023
Q1 		$6.04M Buy
740,066
+124,923
+20% +$1.2M ﹤0.01% 2338
2022
Q4 		$4.77M Sell
615,143
-53,584
-8% -$408K ﹤0.01% 2519
2022
Q3 		$6.79M Sell
668,727
-1,217
-0.2% -$20.8K ﹤0.01% 2259
2022
Q2 		$16.1M Buy
669,944
+328,944
+96% +$7.64M ﹤0.01% 1688
2022
Q1 		$7.6M Buy
341,000
+262,996
+337% +$5.79M ﹤0.01% 2322
2021
Q4 		$1.76M Sell
78,004
-70,335
-47% -$1.84M ﹤0.01% 3284
2021
Q3 		$4.14M Buy
148,339
+16,599
+13% +$551K ﹤0.01% 2852
2021
Q2 		$5.95M Buy
131,740
+21,367
+19% +$1.08M ﹤0.01% 2738
2021
Q1 		$6.41M Sell
110,373
-21,941
-17% -$1.35M ﹤0.01% 2587
2020
Q4 		$7.51M Buy
+132,314
New +$7.92M ﹤0.01% 2434

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

Northern Trust's LU Position: Q2 2026 in Review

Northern Trust reduced its Lufax Holding (LU) stake by 12% in Q2 2026, selling an estimated $96.4K and leaving 420,583 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

Northern Trust first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.1M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Northern Trust held 420,583 shares of Lufax Holding worth $555K as of Q2 2026.
  • Northern Trust sold 56,696 Lufax Holding shares in Q2 2026, an estimated $96.4K.
  • Lufax Holding made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3644 holding.
  • Northern Trust first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Northern Trust's Lufax Holding position peaked at $16.1M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.