Lufax Holding (LU)

• Market cap: $2.14B
• 1 day: 3.78%
• 5 days: -1.59%
• 1 month: -17.11%
• 3 months: -11.15%
• 6 months: -19.02%
• Year to date: 3.35%
• 1 year: -43.74%
• 5 years: -95.19%
• 10 years: -95.19%
• Sector: Financials
• Industry: Credit Services

About: Lufax Holding Ltd is a technology-empowered personal financial services platform in China. The company address the large unmet demand for personal lending among small business owners as well as salaried workers in China and provides tailor-made wealth management solutions to China's middle class and affluent population. Its platform has two hubs namely Retail Credit Facilitation Hub and Wealth Management Hub.

Employees: 92,380

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]

0.12% more ownership

Funds ownership: 4.84% [Q3] → 4.96% (+0.12%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

10% less funds holding

Funds holding: 115 [Q3] → 103 (-12) [Q4]

30% less capital invested

Capital invested by funds: $293M [Q3] → $205M (-$87.4M) [Q4]

39% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $2.65M

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28