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Principal Securities’s Lufax Holding LU Stock Holding History

Principal Securities’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
-38
Closed -$91 – 3809
2025
Q1 		$91 Hold
38
– – ﹤0.01% 3513
2024
Q4 		$91 Hold
38
– – ﹤0.01% 3508
2024
Q3 		$133 Hold
38
– – ﹤0.01% 3394
2024
Q2 		$90 Hold
38
– – ﹤0.01% 3364
2024
Q1 		$160 Buy
+38
New +$106 ﹤0.01% 3258

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

Principal Securities's LU Position: Q2 2025 in Review

Principal Securities sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 38 shares — an estimated $91 sold.

Principal Securities first reported a position in LU in Q1 2024 and held it in 5 quarters. The position peaked at $160 in Q1 2024. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Principal Securities reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 38 Lufax Holding shares in Q2 2025, an estimated $91.
  • Principal Securities first reported a position in Lufax Holding in Q1 2024 and held it in 5 quarters.
  • Principal Securities's Lufax Holding position peaked at $160 in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.