XTX Topco’s Lufax Holding LU Stock Holding History

XTX Topco’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 Q1	$155K	Sell	82,816 -13,434	-14%	-$33.9K	﹤0.01%	2938
2025 Q4	$246K	Buy	+96,250	New	+$284K	0.01%	2242
2025 Q2	–	Sell	-51,452	Closed	-$153K	–	2831
2025 Q1	$153K	Sell	51,452 -39,140	-43%	-$109K	0.01%	1762
2024 Q4	$217K	Buy	+90,592	New	+$250K	0.02%	1489
2024 Q2	–	Sell	-76,259	Closed	-$322K	–	2207
2024 Q1	$322K	Buy	+76,259	New	+$214K	0.04%	792
2023 Q3	–	Sell	-21,378	Closed	-$122K	–	1815
2023 Q2	$122K	Sell	21,378 -1,320	-6%	-$8.72K	0.02%	1135
2023 Q1	$185K	Sell	22,698 -4,383	-16%	-$42K	0.04%	981
2022 Q4	$210K	Buy	27,081 +16,233	+150%	+$124K	0.04%	811
2022 Q3	$110K	Buy	+10,848	New	+$185K	0.03%	931
2022 Q2	–	Sell	-8,690	Closed	-$194K	–	987
2022 Q1	$194K	Sell	8,690 -1,439	-14%	-$31.7K	0.09%	426
2021 Q4	$228K	Buy	+10,129	New	+$265K	0.13%	315

Other funds holding LU

Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return