UBS AM
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UBS AM’s Lufax Holding LU Stock Holding History

UBS AM’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 		$231K Hold
174,705
– – ﹤0.01% 2696
2026
Q1 		$327K Buy
174,705
+96,775
+124% +$244K ﹤0.01% 2639
2025
Q4 		$200K Buy
+77,930
New +$230K ﹤0.01% 2460
2025
Q3 		– Sell
-116,751
Closed -$326K – 2463
2025
Q2 		$326K Buy
116,751
+88,730
+317% +$250K ﹤0.01% 2522
2025
Q1 		$83.2K Sell
28,021
-97,787
-78% -$271K ﹤0.01% 2603
2024
Q4 		$301K Sell
125,808
-97,772
-44% -$270K ﹤0.01% 2613
2024
Q3 		$780K Sell
223,580
-39,545
-15% -$103K ﹤0.01% 2497
2024
Q2 		$624K Buy
263,125
+179,002
+213% +$683K ﹤0.01% 2565
2024
Q1 		$355K Sell
84,123
-757,144
-90% -$2.12M ﹤0.01% 2369
2023
Q4 		$2.58M Sell
841,267
-74,974
-8% -$279K ﹤0.01% 1552
2023
Q3 		$3.88M Buy
916,241
+327,845
+56% +$1.82M ﹤0.01% 1319
2023
Q2 		$4.8M Hold
588,396
– – ﹤0.01% 1246
2023
Q1 		$4.8M Sell
588,396
-12,523
-2% -$120K ﹤0.01% 1246
2022
Q4 		$4.66M Buy
600,919
+46,229
+8% +$352K ﹤0.01% 1194
2022
Q3 		$5.64M Sell
554,690
-8,285
-1% -$141K ﹤0.01% 1157
2022
Q2 		$13.5M Buy
562,975
+178,936
+47% +$4.16M 0.01% 851
2022
Q1 		$8.56M Buy
384,039
+303,329
+376% +$6.68M ﹤0.01% 1131
2021
Q4 		$1.82M Sell
80,710
-48,232
-37% -$1.26M ﹤0.01% 1913
2021
Q3 		$3.6M Buy
128,942
+6,526
+5% +$217K ﹤0.01% 1521
2021
Q2 		$5.53M Buy
122,416
+15,199
+14% +$766K ﹤0.01% 1323
2021
Q1 		$6.23M Buy
+107,217
New +$6.59M ﹤0.01% 1249

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

UBS AM's LU Position: Q2 2026 in Review

UBS AM held its Lufax Holding (LU) position steady in Q2 2026 at 174,705 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

UBS AM first reported a position in LU in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.5M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • UBS AM held 174,705 shares of Lufax Holding worth $231K as of Q2 2026.
  • UBS AM left its Lufax Holding share count unchanged in Q2 2026.
  • Lufax Holding made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2696 holding.
  • UBS AM first reported a position in Lufax Holding in Q1 2021 and has held it in 21 quarters since.
  • UBS AM's Lufax Holding position peaked at $13.5M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.