Lufax Ownership | Who Owns Lufax?


OverviewForecastChart

Lufax Ownership Summary


Lufax is owned by 10.08% institutional investors, 1.90% insiders, and 88.02% retail investors. Vanguard group is the largest institutional shareholder, holding 4.33% 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


TypeName% Inst% Insiders% Retail
StockLufax10.08%1.90%88.02%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCredit Services Stocks45.07%10.14%44.79%
IdeaPeer to Peer Lending Stocks List40.39%5.10%54.51%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group12.40M4.33%$50.34M
Baillie gifford8.41M2.93%$34.13B
Acadian asset management7.35M2.57%$29.84M
Blackrock funding, inc. /de5.61M1.96%$22.76M
Charles schwab investment management5.56M1.94%$22.58M
Tiger pacific capital lp5.47M1.91%$22.22M
Yunqi capital10.10M1.76%$28.17M
State street4.66M1.63%$18.91M
Alpine investment management4.22M1.47%$17.15B
Fmr2.22M0.77%$9.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Leading securities514.32K44.08%$2.09M
Yunqi capital10.10M20.11%$28.17M
Alpine investment management4.22M5.81%$17.15B
Tiger pacific capital lp5.47M5.62%$22.22M
Hel ved capital management185.34K0.16%$752.48M
Dymon asia capital (singapore) pte.337.30K0.14%$1.37M
Barometer capital management143.50K0.13%$582.61K
Polunin capital partners89.63K0.05%$359.00K
Acadian asset management7.35M0.05%$29.84M
Jbf capital137.93K0.05%$339.88K

Top Buyers

HolderShares% AssetsChange
Alpine investment management4.22M5.81%4.22M
Yunqi capital10.10M20.11%3.00M
Acadian asset management7.35M0.05%2.51M
Fmr2.22M0.00%2.22M
Marshall wace, llp985.28K0.00%927.88K

Top Sellers

HolderShares% AssetsChange
First beijing investment---6.46M
Nuveen167.10K0.00%-4.89M
Mitsubishi ufj trust & banking---3.31M
Fil---2.92M
Arrowstreet capital, limited partnership---2.17M

New Positions

HolderShares% AssetsChangeValue
Alpine investment management4.22M5.81%4.22M$17.15B
Dymon asia capital (singapore) pte.337.30K0.14%337.30K$1.37M
Lighthouse investment partners230.00K0.03%230.00K$933.80K
Scientech research11.43K0.02%11.43K$46.41K
Farther finance advisors1.41K0.00%1.41K$5.71K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202522-78.22%28,872,831-70.99%103.34%9-80.43%11-68.57%
Jun 30, 2025101-3.81%99,537,98912.69%177.31%45-18.18%3612.50%
Mar 31, 2025107-6.14%95,619,45711.30%167.43%565.66%31-11.43%
Dec 31, 20241-75.00%586-98.75%-152.44%1---
Sep 30, 20244-20.00%47,031-95.83%-21.12%1---100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
KraneShares CSI China Internet ETF7.67M0.88%-
Schwab Fundamental Emerging MarketsEqETF4.49M0.52%-
Baillie Gifford Pacific B Inc4.48M0.52%-122.97K
Baillie Gifford Asia ex Japan4.48M0.52%-141.25K
Vanguard Total Intl Stock Index Inv4.42M0.51%-
Vanguard Emerging Mkts Stock Idx Inv3.95M0.46%113.39K
CREF Stock R33.35M0.39%-
CREF Stock R13.22M0.37%1.15M
iShares Core MSCI Emerging Markets ETF2.43M0.28%-
Fidelity China Special Ord2.37M0.27%-382.08K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 21, 2006KRITZMACHER JOHN A Chief Financial OfficerSell$169.91K
Nov 21, 2006DAMELIO FRANK A Chief Operating OfficerSell$546.67K
Nov 22, 2006CHRISTY LANGENFELD CYNTHIA K President, Network SolutionsSell$707.27K
Jan 26, 2006MEJIA JOSE President, SCNSell$197.59K
Jan 27, 2006MEJIA JOSE President, SCNSell$3.17K

LU Ownership FAQ


Who Owns Lufax?

Lufax shareholders are primarily institutional investors at 10.07%, followed by 1.90% insiders and 88.02% retail investors. The average institutional ownership in Lufax's industry, Credit Services Stocks, is 45.07%, which Lufax falls below.

Who owns the most shares of Lufax?

Lufax’s largest shareholders are Vanguard group (12.4M shares, 4.33%), Baillie gifford (8.41M shares, 2.93%), and Acadian asset management (7.35M shares, 2.57%). Together, they hold 9.83% 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?

Leading securities is Lufax’s biggest shareholder by percentage of total assets invested, with 44.08% of its assets in 514.32K Lufax shares, valued at 2.09M$.

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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