Lufax Holding Ltd(LU)

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Lufax Holding Ltd(LU)

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$1.50—

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LU(LU)

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Institutional Ownership

Top 78 Institutional Holders

Holder	Shares	Date	Change	% Held
IMA Wealth, Inc.	--	Jun 30, 26	-36	--
AXQ CAPITAL, LP	--	Jun 30, 26	-29.70K	--
Ethic Inc.	--	Jun 30, 26	-11.33K	--
Neuberger Berman Group LLC	--	Jun 30, 26	-104.96K	--
FMR LLC	--	Jun 30, 26	-3.95M	--
StoneX Group Inc.	--	Jun 30, 26	-11.03K	--
Virtu Financial LLC	--	Jun 30, 26	-25.02K	--
BAILLIE GIFFORD & CO	--	Jun 30, 26	-8.19M	--
Ariadne Wealth Management, LP	--	Jun 30, 26	-12.29K	--
FULTON BANK, N.A.	--	Jun 30, 26	-14.57K	--
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	--	Jun 30, 26	-78.30K	--
SG Americas Securities, LLC	--	Jun 30, 26	-15.88K	--
Alpine Investment Management Ltd	12.40M	Mar 31, 26	+4.30M	1.43%
ACADIAN ASSET MANAGEMENT LLC	5.95M	Mar 31, 26	-777.48K	0.69%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.88M	Mar 31, 26	-924.63K	0.56%
FMR LLC	3.95M	Mar 31, 26	-147	0.46%
Legal & General Group Plc	1.54M	Mar 31, 26	-16.08K	0.18%
UBS Group AG	1.26M	Mar 31, 26	+519.45K	0.15%
Allianz Asset Management GmbH	1.10M	Mar 31, 26	-149.34K	0.13%
JANE STREET GROUP, LLC	798.78K	Mar 31, 26	-204.73K	0.09%
Invesco Ltd.	627.98K	Mar 31, 26	-79.65K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	548.17K	Mar 31, 26	-11.63K	0.06%
MORGAN STANLEY	477.91K	Mar 31, 26	-173.69K	0.06%
NORTHERN TRUST CORP	477.28K	Mar 31, 26	-55.54K	0.06%
TWO SIGMA INVESTMENTS, LP	430.68K	Mar 31, 26	+283.78K	0.05%
VANGUARD ASSET MANAGEMENT, Ltd	395.38K	Mar 31, 26	+395.38K	0.05%
GOLDMAN SACHS GROUP INC	356.28K	Mar 31, 26	+7.55K	0.04%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	329.09K	Mar 31, 26	+7.61K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	321.94K	Mar 31, 26	-190.93K	0.04%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	246.50K	Mar 31, 26	+6.60K	0.03%
BANK OF AMERICA CORP /DE/	216.00K	Mar 31, 26	-32.43K	0.02%
FRANKLIN RESOURCES INC	208.09K	Mar 31, 26	-26.05K	0.02%
HRT FINANCIAL LP	190.95K	Mar 31, 26	+81.12K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	174.71K	Mar 31, 26	+96.78K	0.02%
AMERICAN CENTURY COMPANIES INC	145.90K	Mar 31, 26	-4.82K	0.02%
Neuberger Berman Group LLC	104.96K	Mar 31, 26	--	0.01%
ALLIANCEBERNSTEIN L.P.	100.55K	Mar 31, 26	--	0.01%
MILLENNIUM MANAGEMENT LLC	95.43K	Mar 31, 26	-164.04K	0.01%
HSBC HOLDINGS PLC	83.97K	Mar 31, 26	+4.42K	0.01%
XTX Topco Ltd	82.82K	Mar 31, 26	-13.43K	0.01%
GROUP ONE TRADING, L.P.	65.85K	Mar 31, 26	-47.20K	0.01%
SEI INVESTMENTS CO	30.05K	Mar 31, 26	-38.80K	0.00%
SIH Partners, LLLP	27.40K	Mar 31, 26	--	0.00%
Virtu Financial LLC	25.02K	Mar 31, 26	-12.45K	0.00%
Hudson Bay Capital Management LP	20.80K	Mar 31, 26	--	0.00%
StoneX Group Inc.	11.03K	Mar 31, 26	+11.03K	0.00%
BNP PARIBAS ARBITRAGE, SNC	10.88K	Mar 31, 26	-15.52K	0.00%
CWM, LLC	3.93K	Mar 31, 26	+3.00K	0.00%
ROYAL BANK OF CANADA	2.02K	Mar 31, 26	+2.02K	0.00%
ADVISOR GROUP HOLDINGS, INC.	472	Mar 31, 26	--	0.00%
BARCLAYS PLC	450	Mar 31, 26	--	0.00%
SWAN Capital LLC	28	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	25	Mar 31, 26	--	0.00%
Vestmark Advisory Solutions, Inc.	--	Mar 31, 26	-30.29K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-10.40K	--
WELLINGTON MANAGEMENT GROUP LLP	--	Mar 31, 26	-174.66K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-540.15K	--
VANGUARD GROUP INC	12.53M	Dec 31, 25	+135.05K	1.45%
NORGES BANK	3.15M	Dec 31, 25	+3.15M	0.36%
TWO SIGMA ADVISERS, LP	586.26K	Dec 31, 25	-403.40K	0.07%
Leading Securities Co Ltd	514.32K	Sep 30, 25	+140.99K	0.06%
SHELL ASSET MANAGEMENT CO	4.74K	Sep 30, 25	-10.20K	0.00%
Nuveen Asset Management, LLC	1.29M	Dec 31, 24	+1.14M	0.15%
CAXTON ASSOCIATES LP	898.36K	Dec 31, 24	-54.17K	0.10%
BlackRock Inc.	4.68M	Jun 30, 24	+134.55K	0.54%
CREDIT SUISSE AG/	2.44M	Mar 31, 24	-1.38M	0.28%
Degroof Petercam Asset Management	--	Mar 31, 24	-5.00K	--
ADVISOR PARTNERS II, LLC	11.68K	Sep 30, 23	+11.68K	0.00%
PICTET ASSET MANAGEMENT SA	1.25M	Jun 30, 23	+76.50K	0.14%
Vident Investment Advisory, LLC	27.52K	Jun 30, 23	+5.69K	0.00%
EATON VANCE MANAGEMENT	33.36K	Sep 30, 22	+15.34K	0.00%
Redpoint Investment Management Pty Ltd	26.52K	Sep 30, 22	--	0.00%
American Portfolios Advisors	1.50K	Sep 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	552.78K	Mar 31, 22	+505.43K	0.06%
Nokota Management, LP	235.00K	Dec 31, 21	+235.00K	0.03%
MARSHALL WACE ASIA Ltd	417.86K	Sep 30, 21	-486.60K	0.05%
Berman Capital Advisors, LLC	413	Sep 30, 21	+413	0.00%
PICTET ASSET MANAGEMENT LTD	218.79K	Jun 30, 21	+11.40K	0.03%

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Holder

Date

Change

% Held

IMA Wealth, Inc.

Jun 30, 26

-36

AXQ CAPITAL, LP

Jun 30, 26

-29.70K

Ethic Inc.

Jun 30, 26

-11.33K

Neuberger Berman Group LLC

Jun 30, 26

-104.96K

FMR LLC

Jun 30, 26

-3.95M

StoneX Group Inc.

Jun 30, 26

-11.03K

Virtu Financial LLC

Jun 30, 26

-25.02K

BAILLIE GIFFORD & CO

Jun 30, 26

-8.19M

Ariadne Wealth Management, LP

Jun 30, 26

-12.29K

FULTON BANK, N.A.

Jun 30, 26

-14.57K

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

Jun 30, 26

-78.30K

SG Americas Securities, LLC

Jun 30, 26

-15.88K

Alpine Investment Management Ltd

12.40M

Mar 31, 26

+4.30M

1.43%

ACADIAN ASSET MANAGEMENT LLC

5.95M

Mar 31, 26

-777.48K

0.69%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

4.88M

Mar 31, 26

-924.63K

0.56%

FMR LLC

3.95M

Mar 31, 26

-147

0.46%

Legal & General Group Plc

1.54M

Mar 31, 26

-16.08K

0.18%

UBS Group AG

1.26M

Mar 31, 26

+519.45K

0.15%

Allianz Asset Management GmbH

1.10M

Mar 31, 26

-149.34K

0.13%

JANE STREET GROUP, LLC

798.78K

Mar 31, 26

-204.73K

0.09%

Invesco Ltd.

627.98K

Mar 31, 26

-79.65K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

548.17K

Mar 31, 26

-11.63K

0.06%

MORGAN STANLEY

477.91K

Mar 31, 26

-173.69K

0.06%

NORTHERN TRUST CORP

477.28K

Mar 31, 26

-55.54K

0.06%

TWO SIGMA INVESTMENTS, LP

430.68K

Mar 31, 26

+283.78K

0.05%

VANGUARD ASSET MANAGEMENT, Ltd

395.38K

Mar 31, 26

+395.38K

0.05%

GOLDMAN SACHS GROUP INC

356.28K

Mar 31, 26

+7.55K

0.04%

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

329.09K

Mar 31, 26

+7.61K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

321.94K

Mar 31, 26

-190.93K

0.04%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

246.50K

Mar 31, 26

+6.60K

0.03%

BANK OF AMERICA CORP /DE/

216.00K

Mar 31, 26

-32.43K

0.02%

FRANKLIN RESOURCES INC

208.09K

Mar 31, 26

-26.05K

0.02%

HRT FINANCIAL LP

190.95K

Mar 31, 26

+81.12K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

174.71K

Mar 31, 26

+96.78K

0.02%

AMERICAN CENTURY COMPANIES INC

145.90K

Mar 31, 26

-4.82K

0.02%

Neuberger Berman Group LLC

104.96K

Mar 31, 26

0.01%

ALLIANCEBERNSTEIN L.P.

100.55K

Mar 31, 26

0.01%

MILLENNIUM MANAGEMENT LLC

95.43K

Mar 31, 26

-164.04K

0.01%

HSBC HOLDINGS PLC

83.97K

Mar 31, 26

+4.42K

0.01%

XTX Topco Ltd

82.82K

Mar 31, 26

-13.43K

0.01%

GROUP ONE TRADING, L.P.

65.85K

Mar 31, 26

-47.20K

0.01%

SEI INVESTMENTS CO

30.05K

Mar 31, 26

-38.80K

0.00%

SIH Partners, LLLP

27.40K

Mar 31, 26

0.00%

Virtu Financial LLC

25.02K

Mar 31, 26

-12.45K

0.00%

Hudson Bay Capital Management LP

20.80K

Mar 31, 26

0.00%

StoneX Group Inc.

11.03K

Mar 31, 26

+11.03K

0.00%

BNP PARIBAS ARBITRAGE, SNC

10.88K

Mar 31, 26

-15.52K

0.00%

CWM, LLC

3.93K

Mar 31, 26

+3.00K

0.00%

ROYAL BANK OF CANADA

2.02K

Mar 31, 26

+2.02K

0.00%

ADVISOR GROUP HOLDINGS, INC.

472

Mar 31, 26

0.00%

BARCLAYS PLC

450

Mar 31, 26

0.00%

SWAN Capital LLC

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

Vestmark Advisory Solutions, Inc.

Mar 31, 26

-30.29K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-10.40K

WELLINGTON MANAGEMENT GROUP LLP

Mar 31, 26

-174.66K

CITADEL ADVISORS LLC

Mar 31, 26

-540.15K

VANGUARD GROUP INC

12.53M

Dec 31, 25

+135.05K

1.45%

NORGES BANK

3.15M

Dec 31, 25

+3.15M

0.36%

TWO SIGMA ADVISERS, LP

586.26K

Dec 31, 25

-403.40K

0.07%

Leading Securities Co Ltd

514.32K

Sep 30, 25

+140.99K

0.06%

SHELL ASSET MANAGEMENT CO

4.74K

Sep 30, 25

-10.20K

0.00%

Nuveen Asset Management, LLC

1.29M

Dec 31, 24

+1.14M

0.15%

CAXTON ASSOCIATES LP

898.36K

Dec 31, 24

-54.17K

0.10%

BlackRock Inc.

4.68M

Jun 30, 24

+134.55K

0.54%

CREDIT SUISSE AG/

2.44M

Mar 31, 24

-1.38M

0.28%

Degroof Petercam Asset Management

Mar 31, 24

-5.00K

ADVISOR PARTNERS II, LLC

11.68K

Sep 30, 23

+11.68K

0.00%

PICTET ASSET MANAGEMENT SA

1.25M

Jun 30, 23

+76.50K

0.14%

Vident Investment Advisory, LLC

27.52K

Jun 30, 23

+5.69K

0.00%

EATON VANCE MANAGEMENT

33.36K

Sep 30, 22

+15.34K

0.00%

Redpoint Investment Management Pty Ltd

26.52K

Sep 30, 22

0.00%

American Portfolios Advisors

1.50K

Sep 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

552.78K

Mar 31, 22

+505.43K

0.06%

Nokota Management, LP

235.00K

Dec 31, 21

+235.00K

0.03%

MARSHALL WACE ASIA Ltd

417.86K

Sep 30, 21

-486.60K

0.05%

Berman Capital Advisors, LLC

413

Sep 30, 21

+413

0.00%

PICTET ASSET MANAGEMENT LTD

218.79K

Jun 30, 21

+11.40K

0.03%