Shell Asset Management’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) LU Stock Holding History

Shell Asset 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 Q3	$19K	Sell	474 -1,020	-68%	-$30.4K	﹤0.01%	1043
2025 Q2	$42K	Hold	1,494	–	–	﹤0.01%	1174
2025 Q1	$44K	Buy	+1,494	New	+$41.4K	﹤0.01%	1168
2021 Q3	–	Sell	-135	Closed	-$61K	–	1445
2021 Q2	$61K	Hold	135	–	–	﹤0.01%	1422
2021 Q1	$78K	Hold	135	–	–	﹤0.01%	1332
2020 Q4	$77K	Buy	+135	New	+$80.8K	﹤0.01%	1309

Other funds holding LU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shell Asset Management's LU Position: Q3 2025 in Review

Shell Asset Management reduced its Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) stake by 68% in Q3 2025, selling an estimated $30.4K and leaving 474 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Shell Asset Management first reported a position in LU in Q4 2020 and has held it in 6 quarters since. The position peaked at $78K in Q1 2021. 88 funds tracked by Wall St. Rank hold LU as of Q3 2025.

Shell Asset Management held 474 shares of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) worth $19K as of Q3 2025.
Shell Asset Management sold 1,020 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q3 2025, an estimated $30.4K.
Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1043 holding.
Shell Asset Management first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q4 2020 and has held it in 6 quarters since.
Shell Asset Management's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $78K in Q1 2021.
88 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.