PIM
LU icon

Platinum Investment Management’s Lufax Holding LU Stock Holding History

Platinum Investment 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
Q2 		– Sell
-45,211
Closed -$134K – 125
2025
Q1 		$134K Buy
45,211
+27,264
+152% +$75.6K 0.01% 112
2024
Q4 		$42.9K Sell
17,947
-2,711
-13% -$7.48K ﹤0.01% 112
2024
Q3 		$72.1K Sell
20,658
-3,634
-15% -$9.51K ﹤0.01% 115
2024
Q2 		$57.6K Buy
24,292
+12,898
+113% +$49.2K ﹤0.01% 127
2024
Q1 		$48.1K Sell
11,394
-3,027
-21% -$8.48K ﹤0.01% 136
2023
Q4 		$44.3K Buy
14,421
+9,884
+218% +$36.8K ﹤0.01% 138
2023
Q3 		$19.2K Hold
4,537
– – ﹤0.01% 141
2023
Q2 		$26K Hold
4,537
– – ﹤0.01% 141
2023
Q1 		$37K Sell
4,537
-1,265
-22% -$12.1K ﹤0.01% 145
2022
Q4 		$45K Buy
5,802
+3,732
+180% +$28.4K ﹤0.01% 128
2022
Q3 		$21K Buy
2,070
+258
+14% +$4.41K ﹤0.01% 130
2022
Q2 		$43K Buy
+1,812
New +$42.1K ﹤0.01% 126

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Platinum Investment Management's LU Position: Q2 2025 in Review

Platinum Investment Management sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 45,211 shares — an estimated $134K sold.

Platinum Investment Management first reported a position in LU in Q2 2022 and held it in 12 quarters. The position peaked at $134K in Q1 2025. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Platinum Investment Management reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Platinum Investment Management sold 45,211 Lufax Holding shares in Q2 2025, an estimated $134K.
  • Platinum Investment Management first reported a position in Lufax Holding in Q2 2022 and held it in 12 quarters.
  • Platinum Investment Management's Lufax Holding position peaked at $134K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Platinum Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.