Principal Financial Group
LU icon

Principal Financial Group’s Lufax Holding LU Stock Holding History

Principal Financial 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
2023
Q4 		– Sell
-20,423
Closed -$86.6K – 2442
2023
Q3 		$86.6K Buy
20,423
+1,362
+7% +$7.54K ﹤0.01% 2304
2023
Q2 		$109K Hold
19,061
– – ﹤0.01% 2279
2023
Q1 		$156K Buy
19,061
+1,361
+8% +$13K ﹤0.01% 2227
2022
Q4 		$137K Buy
17,700
+1,114
+7% +$8.48K ﹤0.01% 2252
2022
Q3 		$169K Hold
16,586
– – ﹤0.01% 2238
2022
Q2 		$398K Buy
+16,586
New +$385K ﹤0.01% 2113

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's LU Position: Q4 2023 in Review

Principal Financial Group sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 20,423 shares — an estimated $86.6K sold.

Principal Financial Group first reported a position in LU in Q2 2022 and held it in 6 quarters. The position peaked at $398K in Q2 2022. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Principal Financial Group reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 20,423 Lufax Holding shares in Q4 2023, an estimated $86.6K.
  • Principal Financial Group first reported a position in Lufax Holding in Q2 2022 and held it in 6 quarters.
  • Principal Financial Group's Lufax Holding position peaked at $398K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.