UBS Group’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
1,257,479
+519,446
| +70% | +$1.31M | ﹤0.01% | 4824 |
|
|
2025
Q4 | $1.89M | Sell |
738,033
-833,147
| -53% | -$2.46M | ﹤0.01% | 5032 |
|
|
2025
Q3 | $6.38M | Buy |
1,571,180
+710,341
| +83% | +$2.12M | ﹤0.01% | 3786 |
|
|
2025
Q2 | $2.4M | Sell |
860,839
-560,492
| -39% | -$1.58M | ﹤0.01% | 4626 |
|
|
2025
Q1 | $4.22M | Buy |
1,421,331
+634,164
| +81% | +$1.76M | ﹤0.01% | 3962 |
|
|
2024
Q4 | $1.88M | Buy |
787,167
+633,515
| +412% | +$1.75M | ﹤0.01% | 4774 |
|
|
2024
Q3 | $536K | Buy |
153,652
+88,376
| +135% | +$231K | ﹤0.01% | 5178 |
|
|
2024
Q2 | $155K | Sell |
65,276
-6,694
| -9% | -$25.5K | ﹤0.01% | 5847 |
|
|
2024
Q1 | $304K | Sell |
71,970
-639,913
| -90% | -$1.79M | ﹤0.01% | 5562 |
|
|
2023
Q4 | $2.19M | Buy |
711,883
+302,535
| +74% | +$1.13M | ﹤0.01% | 3724 |
|
|
2023
Q3 | $1.74M | Buy |
409,348
+58,072
| +17% | +$322K | ﹤0.01% | 3576 |
|
|
2023
Q2 | $2.01M | Sell |
351,276
-121,159
| -26% | -$801K | ﹤0.01% | 3518 |
|
|
2023
Q1 | $3.86M | Buy |
472,435
+166,045
| +54% | +$1.59M | ﹤0.01% | 2776 |
|
|
2022
Q4 | $2.38M | Sell |
306,390
-26,340
| -8% | -$201K | ﹤0.01% | 3226 |
|
|
2022
Q3 | $3.38M | Sell |
332,730
-11,595
| -3% | -$198K | ﹤0.01% | 2696 |
|
|
2022
Q2 | $8.26M | Sell |
344,325
-423,174
| -55% | -$9.83M | ﹤0.01% | 1957 |
|
|
2022
Q1 | $17.1M | Buy |
767,499
+652,066
| +565% | +$14.4M | 0.01% | 1551 |
|
|
2021
Q4 | $2.6M | Sell |
115,433
-250,579
| -68% | -$6.57M | ﹤0.01% | 3502 |
|
|
2021
Q3 | $10.2M | Buy |
366,012
+4,190
| +1% | +$139K | ﹤0.01% | 2001 |
|
|
2021
Q2 | $16.4M | Buy |
361,822
+27,912
| +8% | +$1.41M | 0.01% | 1649 |
|
|
2021
Q1 | $19.4M | Buy |
333,910
+89,204
| +36% | +$5.48M | 0.01% | 1466 |
|
|
2020
Q4 | $13.9M | Buy |
+244,706
| New | +$14.6M | 0.01% | 1595 |
|
Other funds holding LU
AIM
YC
VCM
VFT
