Swiss National Bank
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Swiss National Bank’s Lufax Holding LU Stock Holding History

Swiss National Bank’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
2024
Q1 		– Sell
-330,400
Closed -$1.01M – 2513
2023
Q4 		$1.01M Buy
330,400
+28,875
+10% +$108K ﹤0.01% 2232
2023
Q3 		$1.28M Hold
301,525
– – ﹤0.01% 2102
2023
Q2 		$1.72M Buy
+301,525
New +$1.99M ﹤0.01% 1988

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Swiss National Bank's LU Position: Q1 2024 in Review

Swiss National Bank sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 330,400 shares — an estimated $1.01M sold.

Swiss National Bank first reported a position in LU in Q2 2023 and held it in 3 quarters. The position peaked at $1.72M in Q2 2023. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Swiss National Bank reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Swiss National Bank sold 330,400 Lufax Holding shares in Q1 2024, an estimated $1.01M.
  • Swiss National Bank first reported a position in Lufax Holding in Q2 2023 and held it in 3 quarters.
  • Swiss National Bank's Lufax Holding position peaked at $1.72M in Q2 2023.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Swiss National Bank's 13F filing for Q1 2024, filed 7 May 2024.