Nuveen
LU icon

Nuveen’s Lufax Holding LU Stock Holding History

Nuveen’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 		$221K Hold
167,100
– – ﹤0.01% 3609
2026
Q1 		$312K Hold
167,100
– – ﹤0.01% 2994
2025
Q4 		$428K Hold
167,100
– – ﹤0.01% 2929
2025
Q3 		$678K Sell
167,100
-4,892,955
-97% -$14.6M ﹤0.01% 2786
2025
Q2 		$14.1M Buy
5,060,055
+200,800
+4% +$567K ﹤0.01% 1302
2025
Q1 		$14.4M Buy
4,859,255
+3,565,921
+276% +$9.89M ﹤0.01% 1332
2024
Q4 		$3.09M Buy
1,293,334
+1,140,634
+747% +$3.15M ﹤0.01% 2203
2024
Q3 		$533K Hold
152,700
– – ﹤0.01% 2996
2024
Q2 		$362K Hold
152,700
– – ﹤0.01% 3100
2024
Q1 		$644K Sell
152,700
-118,059
-44% -$331K ﹤0.01% 2878
2023
Q4 		$831K Buy
270,759
+44,474
+20% +$166K ﹤0.01% 2813
2023
Q3 		$959K Buy
226,285
+16,800
+8% +$93.1K ﹤0.01% 2591
2023
Q2 		$1.2M Sell
209,485
-40,475
-16% -$268K ﹤0.01% 2580
2023
Q1 		$2.04M Sell
249,960
-5,675
-2% -$54.4K ﹤0.01% 2321
2022
Q4 		$1.98M Sell
255,635
-8,525
-3% -$64.9K ﹤0.01% 2390
2022
Q3 		$2.68M Sell
264,160
-55,675
-17% -$951K ﹤0.01% 2239
2022
Q2 		$7.68M Buy
319,835
+97,735
+44% +$2.27M ﹤0.01% 1685
2022
Q1 		$4.95M Buy
+222,100
New +$4.89M ﹤0.01% 2067
2021
Q4 		– Sell
-64,872
Closed -$1.81M – 3376
2021
Q3 		$1.81M Buy
64,872
+21,775
+51% +$722K ﹤0.01% 2718
2021
Q2 		$1.95M Sell
43,097
-24,875
-37% -$1.25M ﹤0.01% 2723
2021
Q1 		$3.95M Sell
67,972
-1,725
-2% -$106K ﹤0.01% 2283
2020
Q4 		$3.96M Buy
+69,697
New +$4.17M ﹤0.01% 2189

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

Nuveen's LU Position: Q2 2026 in Review

Nuveen held its Lufax Holding (LU) position steady in Q2 2026 at 167,100 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

Nuveen first reported a position in LU in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.4M in Q1 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Nuveen held 167,100 shares of Lufax Holding worth $221K as of Q2 2026.
  • Nuveen left its Lufax Holding share count unchanged in Q2 2026.
  • Lufax Holding made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3609 holding.
  • Nuveen first reported a position in Lufax Holding in Q4 2020 and has held it in 22 quarters since.
  • Nuveen's Lufax Holding position peaked at $14.4M in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.