UBS Group
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UBS Group’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) 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
2021
Q4 		– Sell
-7,500
Closed -$2.09M – 10506
2021
Q3 		$2.09M Sell
7,500
-5,000
-40% -$1.66M ﹤0.01% 3534
2021
Q2 		$5.65M Sell
12,500
-3,750
-23% -$1.89M ﹤0.01% 2556
2021
Q1 		$9.44M Buy
+16,250
New +$10M ﹤0.01% 2006

Other funds holding LU

YC
Yunqi Capital Hong Kong $111M AUM 24.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ramsey Quantitative Systems
Ramsey Quantitative Systems Louisville, Kentucky $109M AUM 10.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SmartHarvest Portfolios
SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

UBS Group's LU Position: Q3 2026 in Review

UBS Group reduced its Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) stake by 83% in Q3 2026, selling an estimated $4.7M and leaving 73,080 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #5756.

UBS Group first reported a position in LU in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.4M in Q1 2021. 20 funds tracked by Wall St. Rank hold LU as of Q3 2026.

  • UBS Group held 73,080 shares of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) worth $884K as of Q3 2026.
  • UBS Group sold 346,266 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q3 2026, an estimated $4.7M.
  • Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #5756 holding.
  • UBS Group 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 24 quarters since.
  • UBS Group's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $19.4M in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.