Lufax Ownership | Who Owns Lufax?

Lufax Ownership Summary

Lufax is owned by 16.68% institutional investors, 1.90% insiders, and 81.41% retail investors. Eversource wealth advisors is the largest institutional shareholder, holding 0.00% of LU shares. KraneShares CSI China Internet ETF is the top mutual fund, with 0.88% of its assets in Lufax shares.

LU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lufax	16.68%	1.90%	81.41%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Credit Services Stocks	35.35%	9.08%	55.57%
Idea	Peer to Peer Lending Stocks List	24.29%	4.30%	71.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Eversource wealth advisors	586.00	0.00%	$1.40K
Marshall wace, llp	-	-	-
Engineers gate manager lp	-	-	-
Nelson, van denburg & campbell wealth management group	-	-	-
Nomura asset management	-	-	-
Federation des caisses desjardins du quebec	-	-	-
Cape ann asset management	-	-	-
Advisors preferred	-	-	-
Daiwa securities group	-	-	-
National bank of canada /fi/	-	-	-

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Eversource wealth advisors	586.00	0.00%	$1.40K
Marshall wace, llp	-	-	-
Engineers gate manager lp	-	-	-
Nelson, van denburg & campbell wealth management group	-	-	-
Nomura asset management	-	-	-
Federation des caisses desjardins du quebec	-	-	-
Cape ann asset management	-	-	-
Advisors preferred	-	-	-
Daiwa securities group	-	-	-
National bank of canada /fi/	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Eversource wealth advisors	586.00	0.00%	137.00
National bank of canada /fi/	-	-	-2.00
Federation des caisses desjardins du quebec	-	-	-18.00
Harvest fund management	-	-	-292.00
Farther finance advisors	-	-	-299.00

Top Sellers

Holder	Shares	% Assets	Change
Marshall wace, llp	-	-	-2.30M
Cape ann asset management	-	-	-1.07M
Hrt financial lp	-	-	-567.26K
Daiwa securities group	-	-	-73.28K
Virtu financial	-	-	-72.58K

Sold Out

Holder	Change
National bank of canada /fi/	-2.00
Federation des caisses desjardins du quebec	-18.00
Harvest fund management	-292.00
Farther finance advisors	-299.00
Ronald blue trust	-3.76K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	107	-6.14%	95,619,457	11.30%	16	7.43%	56	5.66%	31	-11.43%
Dec 31, 2024	1	-75.00%	586	-98.75%	-	152.44%	1	-	-	-
Sep 30, 2024	4	-20.00%	47,031	-95.83%	-	21.12%	1	-	-	-100.00%
Jun 30, 2024	5	-28.57%	1,128,358	-1.76%	-	8207.55%	1	-75.00%	2	-
Mar 31, 2024	7	-	1,148,599	-16.62%	-	1418.03%	4	33.33%	2	-50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
KraneShares CSI China Internet ETF	7.67M	0.88%	-
Baillie Gifford Asia ex Japan	5.10M	0.59%	-317.50K
Baillie Gifford Pacific B Inc	5.07M	0.59%	-315.72K
Schwab Fundamental Emerging MarketsEqETF	4.07M	0.47%	-
CREF Stock R1	3.22M	0.37%	1.15M
CREF Stock R3	3.01M	0.35%	-210.10K
Fidelity China Special Ord	2.75M	0.32%	-
SPDR® S&P Kensho New Economies Comps ETF	2.70M	0.31%	-
Vanguard Total Intl Stock Index Inv	2.59M	0.30%	-
Pacific Horizon Ord	2.51M	0.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 21, 2006	KRITZMACHER JOHN A	Chief Financial Officer	Sell	$169.91K
Nov 21, 2006	DAMELIO FRANK A	Chief Operating Officer	Sell	$546.67K
Nov 22, 2006	CHRISTY LANGENFELD CYNTHIA K	President, Network Solutions	Sell	$707.27K
Jan 26, 2006	MEJIA JOSE	President, SCN	Sell	$197.59K
Jan 27, 2006	MEJIA JOSE	President, SCN	Sell	$3.17K

LU Ownership FAQ

Who Owns Lufax?

Lufax shareholders are primarily institutional investors at 16.68%, followed by 1.90% insiders and 81.42% retail investors. The average institutional ownership in Lufax's industry, Credit Services Stocks, is 35.35%, which Lufax falls below.

Who owns the most shares of Lufax?

Lufax’s largest shareholders are Eversource wealth advisors (586 shares, 0.00%), Marshall wace, llp (0 shares, 0%), and Engineers gate manager lp (0 shares, 0%). Together, they hold 0.00% of Lufax’s total shares outstanding.

Does Blackrock own Lufax?

BlackRock is not among the top 10 institutional shareholders of Lufax.

Who is Lufax’s biggest shareholder by percentage of total assets invested?

Eversource wealth advisors is Lufax’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 586 Lufax shares, valued at 1.4K$.

Who is the top mutual fund holder of Lufax shares?

KraneShares CSI China Internet ETF is the top mutual fund holder of Lufax shares, with 0.88% of its total shares outstanding invested in 7.67M Lufax shares.

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