Lufax Ownership | Who Owns Lufax?
Lufax Ownership Summary
Lufax is owned by 11.50% institutional investors, 1.90% insiders, and 86.59% retail investors. Vanguard group is the largest institutional shareholder, holding 4.37% 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 | 11.50% | 1.90% | 86.59% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
| Idea | Peer to Peer Lending Stocks List | 27.79% | 5.09% | 67.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.53M | 4.37% | $32.09M |
| Yunqi capital | 10.95M | 3.82% | $28.03M |
| Baillie gifford | 7.94M | 2.77% | $20.33M |
| Acadian asset management | 6.72M | 2.35% | $17.20M |
| Blackrock funding, inc. /de | 5.58M | 1.95% | $14.29M |
| Charles schwab investment management | 5.56M | 1.94% | $22.58M |
| Tiger pacific capital lp | 5.47M | 1.91% | $22.22M |
| State street | 4.66M | 1.63% | $18.91M |
| Alpine investment management | 4.22M | 1.47% | $17.15B |
| Norges bank | 3.15M | 1.10% | $8.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Leading securities | 514.32K | 44.08% | $2.09M |
| Yunqi capital | 10.95M | 22.35% | $28.03M |
| Alpine investment management | 4.22M | 5.81% | $17.15B |
| Tiger pacific capital lp | 5.47M | 5.62% | $22.22M |
| Barometer capital management | 7.00K | 0.16% | $665.56K |
| Jbf capital | 339.88K | 0.13% | $870.10K |
| Lighthouse investment partners | 230.00K | 0.03% | $933.80K |
| Acadian asset management | 6.72M | 0.03% | $17.20M |
| Ariadne wealth management, lp | 20.01K | 0.03% | $57.83K |
| Baillie gifford | 7.94M | 0.02% | $20.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alpine investment management | 4.22M | 5.81% | 4.22M |
| Norges bank | 3.15M | 0.00% | 3.15M |
| Fmr | 2.22M | 0.00% | 2.22M |
| Legal & general group | 1.56M | 0.00% | 804.92K |
| Morgan stanley | 651.60K | 0.00% | 334.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First beijing investment | - | - | -6.46M |
| Mitsubishi ufj trust & banking | - | - | -3.31M |
| Fil | - | - | -2.92M |
| Arrowstreet capital, limited partnership | - | - | -2.17M |
| Renaissance | - | - | -1.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alpine investment management | 4.22M | 5.81% | 4.22M | $17.15B |
| Norges bank | 3.15M | 0.00% | 3.15M | $8.07M |
| Bank of new york mellon | 304.14K | 0.00% | 304.14K | $778.60K |
| Lighthouse investment partners | 230.00K | 0.03% | 230.00K | $933.80K |
| Vestmark advisory solutions | 30.29K | 0.00% | 30.29K | $77.55K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -2.00 |
| Federation des caisses desjardins du quebec | -18.00 |
| Principal securities | -38.00 |
| Pnc financial services group | -228.00 |
| Harvest fund management | -292.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 20 | -79.59% | 32,969,644 | -62.12% | 11 | 1.25% | 4 | -91.11% | 12 | -62.50% |
| Sep 30, 2025 | 22 | -78.22% | 28,872,831 | -70.99% | 10 | 3.34% | 9 | -80.43% | 11 | -68.57% |
| Jun 30, 2025 | 101 | -3.81% | 99,537,989 | 12.69% | 17 | 7.31% | 45 | -18.18% | 36 | 12.50% |
| 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 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| KraneShares CSI China Internet ETF | 7.67M | 0.88% | - |
| Schwab Fundamental Emerging MarketsEqETF | 4.59M | 0.53% | - |
| Vanguard Total Intl Stock Index Inv | 4.50M | 0.52% | - |
| Vanguard Emerging Mkts Stock Idx Inv | 4.11M | 0.47% | - |
| Fidelity Pacific Basin | 3.95M | 0.46% | - |
| Baillie Gifford Pacific B Inc | 3.77M | 0.44% | -75.14K |
| Baillie Gifford Asia ex Japan | 3.77M | 0.43% | -228.27K |
| CREF Stock R3 | 3.35M | 0.39% | - |
| CREF Stock R1 | 3.22M | 0.37% | 1.15M |
| iShares Core MSCI Emerging Markets ETF | 2.83M | 0.33% | 1.03M |
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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2006 Q4 | - | 3 |
| 2006 Q3 | - | - |
| 2006 Q1 | - | 2 |
| 2005 Q4 | - | 1 |
LU Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools