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SBI Securities’s Lufax Holding LU Stock Holding History

SBI 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
2026
Q2 		$2.62K Buy
1,987
+12
+0.6% +$20 ﹤0.01% 2462
2026
Q1 		$3.69K Sell
1,975
-28
-1% -$71 ﹤0.01% 2160
2025
Q4 		$5.13K Sell
2,003
-8
-0.4% -$24 ﹤0.01% 2010
2025
Q3 		$8.16K Sell
2,011
-18
-0.9% -$54 ﹤0.01% 1860
2025
Q2 		$5.66K Buy
2,029
+20
+1% +$56 ﹤0.01% 1926
2025
Q1 		$5.97K Sell
2,009
-19
-0.9% -$53 ﹤0.01% 1826
2024
Q4 		$4.85K Buy
+2,028
New +$5.6K ﹤0.01% 1934

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

SBI Securities's LU Position: Q2 2026 in Review

SBI Securities increased its Lufax Holding (LU) stake by 0.61% in Q2 2026, buying an estimated $20 and bringing the position to 1,987 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

SBI Securities first reported a position in LU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16K in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • SBI Securities held 1,987 shares of Lufax Holding worth $2.62K as of Q2 2026.
  • SBI Securities bought 12 Lufax Holding shares in Q2 2026, an estimated $20.
  • Lufax Holding made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2462 holding.
  • SBI Securities first reported a position in Lufax Holding in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Lufax Holding position peaked at $8.16K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.