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
2021
Q4 		– Sell
-75,000
Closed -$2.09M – 10506
2021
Q3 		$2.09M Sell
75,000
-50,000
-40% -$1.66M ﹤0.01% 3534
2021
Q2 		$5.65M Sell
125,000
-37,500
-23% -$1.89M ﹤0.01% 2556
2021
Q1 		$9.44M Buy
+162,500
New +$9.98M ﹤0.01% 2006

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.