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 $401M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's LU Position: Q1 2026 in Review

UBS Group increased its Lufax Holding (LU) stake by 70% in Q1 2026, buying an estimated $1.31M and bringing the position to 1,257,479 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4824.

UBS Group first reported a position in LU in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.4M in Q1 2021. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • UBS Group held 1,257,479 shares of Lufax Holding worth $2.35M as of Q1 2026.
  • UBS Group bought 519,446 Lufax Holding shares in Q1 2026, an estimated $1.31M.
  • Lufax Holding made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4824 holding.
  • UBS Group first reported a position in Lufax Holding in Q4 2020 and has held it in 22 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 Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.