LUNYSEFinance ServicesFiscal year ends December 31
Lufax Holding Ltd
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 30, 2026
$0.87+0.00 (+0.24%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4.0%
70M of 1.73B shares
Institutional holders
75
17 new, 16 sold out
Net institutional buying
-10M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ping An Insurance (Group) Company of China, Ltd. | 1,579,768,074 | 73.30% | 13D (active) amendment | Aug 20, 2026 |
| Tun Kung Company Limited | 134,453,441 | 7.80% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alpine Investment Management Ltd | 13,939,985 | 0.80% | $18.40M | +1,535,985 | 4.47% |
| Yunqi Capital Ltd | 10,950,138 | 0.63% | $14.45M | – | 11.57% |
| Vanguard Capital Management LLC | 7,573,448 | 0.44% | $10.00M | −2,128,259 | 0.00% |
| BlackRock, Inc. | 5,781,769 | 0.33% | $7.63M | −48,722 | 0.00% |
| Acadian Asset Management LLC | 4,693,040 | 0.27% | $6.19K | −1,252,929 | 0.01% |
| Charles Schwab Investment Management Inc | 4,414,394 | 0.25% | $5.83M | −462,980 | 0.00% |
| UBS Group AG | 4,193,458 | 0.24% | $5.54M | +2,935,979 | 0.00% |
| Norges Bank | 3,151,227 | 0.18% | $4.16M | New | 0.00% |
| Vanguard Fiduciary Trust Co | 2,049,280 | 0.12% | $2.71M | −567,008 | 0.00% |
| State Street Corp | 1,462,988 | 0.08% | $1.93M | −836,432 | 0.00% |
| Jane Street Group, LLC | 1,312,511 | 0.08% | $1.73M | +513,726 | 0.00% |
| Legal & General Group Plc | 1,187,221 | 0.07% | $1.57M | −357,607 | 0.00% |
| Allianz Asset Management GmbH | 1,077,551 | 0.06% | $1.42M | −26,421 | 0.00% |
| JPMorgan Chase & Co | 597,392 | 0.03% | $800.51K | +575,326 | 0.00% |
| Barometer Capital Management Inc. | 572,800 | 0.03% | $756.10K | +38,100 | 0.21% |
| Invesco Ltd. | 490,846 | 0.03% | $647.92K | −137,136 | 0.00% |
| Morgan Stanley | 451,248 | 0.03% | $595.65K | −26,666 | 0.00% |
| Northern Trust Corp | 420,583 | 0.02% | $555.17K | −56,696 | 0.00% |
| Numerai GP LLC | 403,029 | 0.02% | $532.00K | New | 0.04% |
| JBF Capital, Inc. | 339,884 | 0.02% | $448.65K | – | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | 70M | 4.0% | 17 / 13 | 29 / 16 | 10M | 20M |
| Q1 2026 | 75 | 80M | 4.6% | 10 / 14 | 36 / 17 | 19M | 10M |
| Q4 2025 | 83 | 83M | 4.8% | 12 / 24 | 32 / 16 | 12M | 15M |
| Q3 2025 | 89 | 87M | 5.0% | 9 / 36 | 30 / 17 | 16M | 29M |
| Q2 2025 | 97 | 100M | 5.7% | 13 / 34 | 33 / 18 | 18M | 15M |
| Q1 2025 | 102 | 96M | 5.6% | 16 / 38 | 32 / 14 | 26M | 13M |
| Q4 2024 | 102 | 86M | 5.0% | 15 / 34 | 36 / 25 | 17M | 17M |
| Q3 2024 | 112 | 86M | 5.0% | 27 / 32 | 27 / 21 | 16M | 13M |
| Q2 2024 | 107 | 88M | 5.1% | 22 / 30 | 39 / 36 | 18M | 35M |
| Q1 2024 | 122 | 107M | 6.2% | 41 / 34 | 38 / 32 | 48M | 29M |
| Q4 2023 | 113 | 88M | 5.1% | 113 / 0 | 0 / 0 | 88M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Schwab Fundamental Emerging Markets Equity ETF | 3,831,933 | 0.22% | $6.32M | 0.07% | May 31, 2026 |
| Vanguard Total International Stock Index Fund | 3,497,737 | 0.20% | $5.46M | 0.00% | Jul 31, 2026 |
| Vanguard Emerging Markets Stock Index Fund | 3,239,978 | 0.19% | $5.05M | 0.00% | Jul 31, 2026 |
| iShares Core MSCI Emerging Markets ETF | 2,833,474 | 0.16% | $4.68M | 0.00% | May 31, 2026 |
| PIMCO RAE Emerging Markets Fund | 921,768 | 0.05% | $1.22M | 0.04% | Jun 30, 2026 |
| Schwab Fundamental Emerging Markets Equity Index Fund | 583,906 | 0.03% | $910.89K | 0.05% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 544,193 | 0.03% | $848.94K | 0.00% | Jul 31, 2026 |
| Schwab Emerging Markets Equity ETF | 364,819 | 0.02% | $601.95K | 0.00% | May 31, 2026 |
| Invesco RAFI Emerging Markets ETF | 317,770 | 0.02% | $495.72K | 0.03% | Jul 31, 2026 |
| Global X FinTech ETF | 288,661 | 0.02% | $476.29K | 0.24% | May 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 250,457 | 0.01% | $390.71K | 0.00% | Jul 31, 2026 |
| Vanguard Total World Stock Index Fund | 236,808 | 0.01% | $369.42K | 0.00% | Jul 31, 2026 |
| WisdomTree China ex-State-Owned Enterprises Fund | 208,205 | 0.01% | $274.83K | 0.06% | Jun 30, 2026 |
| Invesco Golden Dragon China ETF | 172,973 | 0.01% | $269.84K | 0.27% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 167,100 | 0.01% | $220.57K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Yong Suk Cho | Chief Executive Officer, Director | – | – | Mar 18, 2026 |
| Tongzhuan Xi | Chief Financial Officer, Director | – | – | Mar 17, 2026 |
| Xiaodi Wang | Chief Compliance Officer | – | – | May 6, 2026 |
| Jinliang Mao | Chief Technology Officer | 34,694 | 0.00% | Mar 18, 2026 |
| Dongqi Chen | General Manager | 6,189 | 0.00% | Mar 18, 2026 |
| Xiang (XJ) Ji | Co-Chief Executive Officer | – | – | Mar 17, 2026 |
| Tao (TW) Wu | See Remarks | – | – | Mar 17, 2026 |
| Jianbo Cheng | Chief Risk Officer | – | – | Mar 17, 2026 |
| Wai Kin Chim | Director | – | – | Aug 4, 2026 |
| Ernest Koon Wing Ip | Director | – | – | Apr 24, 2026 |
| Siu Hong Cheng | Director | – | – | Apr 24, 2026 |
| Dicky Peter Yip | Director | – | – | Mar 18, 2026 |
| David Xianglin Li | Director | – | – | Mar 18, 2026 |
| Fangfang Cai | Director | – | – | Mar 17, 2026 |
| Peifeng Li | Director | – | – | Mar 17, 2026 |
| Wai Ping Tina Lee | Director | – | – | Mar 17, 2026 |
| Shibang Guo | Director | – | – | Mar 17, 2026 |
| Rusheng Yang | Director | – | – | Mar 17, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kung Company Limited Tun An affiliate in last 90 days | Dec 17, 2024 | 17,690,620 | $46.00M | Dec 17, 2024 | Pre-IPO Investment |
| Dongqi Chen Officer, GENERAL MANAGER | Jun 28, 2024 | 881 | $2.04K | Jun 28, 2024 | CASHLESS EXERCISE SALE OF EMPLOYEE SHARES GRANTED UNDER COMPANY SHARE INCENTIVE PLAN |
| Gregory Dean Gibb Director, CO CHIEF EXECUTIVE OFFICER | May 7, 2024 | 18,784 | $87.16K | May 7, 2024 | CASHLESS EXERCISE SALE OF EMPLOYEE SHARES GRANTED UNDER COMPANY SHARE INCENTIVE PLAN |
| Jinliang Mao Officer | Mar 28, 2024 | 2,894 | $12.42K | Mar 28, 2024 | CASHLESS EXERCISE SALE OF EMPLOYEE SHARES GRANTED UNDER COMPANY SHARE INCENTIVE PLAN |
| Youn Jeong Lim Officer | Mar 27, 2024 | 4,850 | $20.95K | Mar 27, 2024 | Cashless exercise of employee shares under share incentive plan |
| Jinliang Mao Officer | Mar 26, 2024 | 4,111 | $18.00K | Mar 27, 2024 | Open Market Purchase |
| Kung Company Limited Tun Owner, Affiliate | Sep 27, 2023 | 10,000,000 | $11.40M | Sep 27, 2023 | Pre-IPO Investment |
| Kung Company Limited Tun Owner, Affiliate | Aug 30, 2023 | 6,940,000 | $8.26M | Aug 29, 2023 | Pre-IPO Investment |
| Kung Company Limited Tun Owner, Affiliate | Jun 20, 2023 | 10,000,000 | $15.80M | Jun 20, 2023 | Pre-IPO Investment |
| Jinliang Mao Officer | Jun 14, 2023 | 12,332 | $21.00K | Jun 14, 2023 | Open Market Purchase |
| Kung Company Limited Tun Owner, Affiliate | Jun 13, 2023 | 30,000,000 | $47.40M | Jun 13, 2023 | Pre-IPO Investment |