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

UBS Group’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 		$5.54M Buy
4,193,458
+2,935,979
+233% +$4.99M ﹤0.01% 4064
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
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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's LU Position: Q2 2026 in Review

UBS Group increased its Lufax Holding (LU) stake by 233% in Q2 2026, buying an estimated $4.99M and bringing the position to 4,193,458 shares worth $5.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

UBS Group first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.4M in Q1 2021. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • UBS Group held 4,193,458 shares of Lufax Holding worth $5.54M as of Q2 2026.
  • UBS Group bought 2,935,979 Lufax Holding shares in Q2 2026, an estimated $4.99M.
  • Lufax Holding made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4064 holding.
  • UBS Group first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • UBS Group's Lufax Holding position peaked at $19.4M in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

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