LU Lufax Holding Ltd American Depositary Shares, each representing two (2) Ordinary Shares
$1.49
Price · Aug 19, 2026
52W Range
$1–$5
8% of range
Analyst Rating
BUY
10 analysts
Price Target
$3
+87% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—
LU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$1.49
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$1 – $5
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
—
Free Cash Flow
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Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
LU
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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5Y trend
LU
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
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5Y trend
LU
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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5Y trend
LU
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
LU
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 4, 2024 | $2.4200 |
| Oct. 11, 2023 | $0.1560 |
| April 5, 2023 | $0.2000 |
| Oct. 12, 2022 | $0.6800 |
| April 7, 2022 | $1.3600 |
LU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
10 analysts
- Strong Buy 3 30.0%
- Buy 6 60.0%
- Hold 1 10.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
3 analysts · 2026-08-19
Median
$2.11
Mean
$2.78
← Below all targets
$1.49
Low
$2.01
High
$4.21
Median target
$2.11
+42.0%
Mean target
$2.78
+87.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.17%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Sept. 30, 2024 | $-0.16 | $-0.01 | -0.15% |
| June 30, 2024 | $-0.19 | $0.04 | -0.23% |
| Dec. 31, 2023 | $-0.21 | $-0.02 | -0.19% |
| Sept. 30, 2023 | $0.04 | $0.15 | -0.11% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LU | — | — | — | — | — | — |
| QFIN | — | — | — | — | — | — |
| FINV | — | — | — | — | — | — |
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Institutional owners (13F) 90 filers · $81.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 23 (+16 vs prior Q) | 16 (+2 vs prior Q) | 14 (-6 vs prior Q) | 24 (-4 vs prior Q) | +10.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Alpine Investment Management Ltd | $18,400,780 | 13,939,985 | 22.58% | Shares |
| Yunqi Capital Ltd | $14,454,182 | 10,950,138 | 17.74% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $9,996,951 | 7,573,448 | 12.27% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,827,000 | 4,414,394 | 7.15% | Shares |
| UBS Group AG | $4,974,761 | 3,768,758 | 6.10% | Shares |
| NORGES BANK | $4,159,620 | 3,151,227 | 5.10% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,705,050 | 2,049,280 | 3.32% | Shares |
| CAXTON ASSOCIATES LP | $2,147,078 | 898,359 | 2.63% | Shares |
| Leading Securities Co Ltd | $2,088,151 | 514,323 | 2.56% | Shares |
| STATE STREET CORP | $1,931,144 | 1,462,988 | 2.37% | Shares |
| Nuveen Asset Management, LLC | $1,737,451 | 726,967 | 2.13% | Shares |
| TWO SIGMA ADVISERS, LP | $1,500,831 | 586,262 | 1.84% | Shares |
| Allianz Asset Management GmbH | $1,422,367 | 1,077,551 | 1.75% | Shares |
| BAROMETER CAPITAL MANAGEMENT INC. | $756,096 | 572,800 | 0.93% | Shares |
| JANE STREET GROUP, LLC | $713,411 | 540,463 | 0.88% | Shares |
| Invesco Ltd. | $647,917 | 490,846 | 0.79% | Shares |
| MORGAN STANLEY | $574,277 | 435,058 | 0.70% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $566,016 | 428,800 | 0.69% | Put option |
| Numerai GP LLC | $531,998 | 403,029 | 0.65% | Shares |
| JBF Capital, Inc. | $448,647 | 339,884 | 0.55% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $410,817 | 311,225 | 0.50% | Shares |
| Bank of New York Mellon Corp | $403,088 | 305,370 | 0.49% | Shares |
| MILLENNIUM MANAGEMENT LLC | $395,665 | 299,746 | 0.49% | Shares |
| TWO SIGMA INVESTMENTS, LP | $376,744 | 285,412 | 0.46% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $370,727 | 280,854 | 0.45% | Shares |
| GOLDMAN SACHS GROUP INC | $363,545 | 275,413 | 0.45% | Shares |
| CITADEL ADVISORS LLC | $354,729 | 268,734 | 0.44% | Shares |
| California Public Employees Retirement System | $328,172 | 248,615 | 0.40% | Shares |
| BANK OF AMERICA CORP /DE/ | $260,592 | 197,418 | 0.32% | Shares |
| Nuveen, LLC | $220,572 | 167,100 | 0.27% | Shares |
| CITADEL ADVISORS LLC | $204,468 | 154,900 | 0.25% | Call option |
| AMERICAN CENTURY COMPANIES INC | $192,900 | 146,136 | 0.24% | Shares |
| ALLIANCEBERNSTEIN L.P. | $188,034 | 100,553 | 0.23% | Shares |
| WOLVERINE TRADING, LLC | $164,836 | 40,600 | 0.20% | Call option |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $157,344 | 119,200 | 0.19% | Shares |
| Aberdeen Group plc | $141,537 | 107,225 | 0.17% | Shares |
| TUDOR INVESTMENT CORP ET AL | $138,452 | 104,888 | 0.17% | Shares |
| BlackRock, Inc. | $110,773 | 83,919 | 0.14% | Shares |
| CITIGROUP INC | $83,357 | 63,149 | 0.10% | Shares |
| Walleye Trading LLC | $71,016 | 53,800 | 0.09% | Put option |
| Engineers Gate Manager LP | $59,932 | 45,403 | 0.07% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $52,399 | 28,021 | 0.06% | Shares |
| WOLVERINE TRADING, LLC | $47,096 | 11,600 | 0.06% | Put option |
| GEODE CAPITAL MANAGEMENT, LLC | $45,297 | 34,316 | 0.06% | Shares |
| VANGUARD GROUP INC | $42,852 | 16,739 | 0.05% | Shares |
| Asset Management One Co., Ltd. | $42,735 | 22,853 | 0.05% | Shares |
| Walleye Trading LLC | $41,526 | 31,459 | 0.05% | Shares |
| Walleye Trading LLC | $39,864 | 30,200 | 0.05% | Call option |
| CITADEL ADVISORS LLC | $39,468 | 29,900 | 0.05% | Put option |
| HSBC HOLDINGS PLC | $38,016 | 28,800 | 0.05% | Shares |
| SmartHarvest Portfolios, LLC | $37,711 | 28,569 | 0.05% | Shares |
| Police & Firemen's Retirement System of New Jersey | $37,476 | 28,391 | 0.05% | Shares |
| SIMPLEX TRADING, LLC | $36,789 | 27,871 | 0.05% | Shares |
| SIH Partners, LLLP | $36,168 | 27,400 | 0.04% | Shares |
| Y-Intercept (Hong Kong) Ltd | $36,053 | 27,313 | 0.04% | Shares |
| NORTHERN TRUST CORP | $34,242 | 25,941 | 0.04% | Shares |
| Hudson Bay Capital Management LP | $27,456 | 20,800 | 0.03% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27,390 | 20,440 | 0.03% | Shares |
| JANE STREET GROUP, LLC | $26,532 | 20,100 | 0.03% | Put option |
| Caitong International Asset Management Co., Ltd | $25,343 | 19,199 | 0.03% | Shares |
| Pictet Asset Management Holding SA | $22,812 | 17,282 | 0.03% | Shares |
| Vanguard Investments Australia, Ltd. | $22,095 | 16,739 | 0.03% | Shares |
| Tower Research Capital LLC (TRC) | $21,230 | 16,083 | 0.03% | Shares |
| EWA, LLC | $17,315 | 13,118 | 0.02% | Shares |
| Vanguard Personalized Indexing Management, LLC | $15,155 | 11,481 | 0.02% | Shares |
| TWO SIGMA SECURITIES, LLC | $15,126 | 11,459 | 0.02% | Shares |
| Frec Markets, Inc. | $13,909 | 10,537 | 0.02% | Shares |
| Savant Capital, LLC | $13,767 | 10,370 | 0.02% | Shares |
| Squarepoint Ops LLC | $13,713 | 10,389 | 0.02% | Shares |
| JPMORGAN CHASE & CO | $11,935 | 8,907 | 0.01% | Shares |
| Legal & General Group Plc | $7,914 | 5,973 | 0.01% | Shares |
| CWM, LLC | $7,343 | 3,927 | 0.01% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $6,188 | 4,693,040 | 0.01% | Shares |
| FRANKLIN RESOURCES INC | $2,995 | 2,269 | 0.00% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $2,892 | 2,191 | 0.00% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $2,859 | 2,166 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $2,623 | 1,987 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $1,041 | 789 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $1,000 | 1,031 | 0.00% | Shares |
| BARCLAYS PLC | $594 | 450 | 0.00% | Shares |
| North Star Investment Management Corp. | $529 | 401 | 0.00% | Shares |
| GSA CAPITAL PARTNERS LLP | $308 | 233,631 | 0.00% | Shares |
| HRT FINANCIAL LP | $111 | 84,271 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $111 | 84 | 0.00% | Shares |
| SWAN Capital LLC | $52 | 28 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $33 | 25 | 0.00% | Shares |
| SHELL ASSET MANAGEMENT CO | $19 | 4,740 | 0.00% | Shares |
| FLOW TRADERS U.S. LLC | $14 | 10,839 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $3 | 1 | 0.00% | Shares |
| DANSKE BANK A/S | $1 | 1 | 0.00% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| An Ke Technology Company Limited, China Ping An Insurance Overseas (Holdings) Limited, Ping An Insurance (Group) Company of China, Ltd. ×4 filings | March 20, 2026 | 73.30% | Amendment | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 18 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PGJ · Invesco Exchange-Traded Fund Trust | 0.26% | 172,973 SH | Aug. 8, 2026 | Daily |
| FINX · Global X Funds | 0.24% | 288,661 NS | May 31, 2026 | N-PORT |
| ECNS · iShares Trust | 0.22% | 95,226 SH | Aug. 8, 2026 | Daily |
| FNDE · SCHWAB STRATEGIC TRUST | 0.07% | 3,831,933 NS | May 31, 2026 | N-PORT |
| AVEE · AMERICAN CENTURY ETF TRUST | 0.04% | 28,641 NS | May 31, 2026 | N-PORT |
| PXH · Invesco Exchange-Traded Fund Trust … | 0.02% | 317,770 SH | Aug. 8, 2026 | Daily |
| EEMS · iShares, Inc. | 0.02% | 53,857 SH | Aug. 8, 2026 | Daily |
| APIE · Trust for Professional Managers | 0.01% | 88,148 NS | May 31, 2026 | N-PORT |
| SCHE · SCHWAB STRATEGIC TRUST | 0.00% | 364,819 NS | May 31, 2026 | N-PORT |
| IEMG · iShares, Inc. | 0.00% | 2,849,224 SH | Aug. 8, 2026 | Daily |
| AVSE · AMERICAN CENTURY ETF TRUST | 0.00% | 1,750 NS | May 31, 2026 | N-PORT |
| AVEM · AMERICAN CENTURY ETF TRUST | 0.00% | 106,609 NS | May 31, 2026 | N-PORT |
| IXUS · iShares Trust | 0.00% | 251,969 SH | Aug. 8, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 3,497,737 SH | Aug. 8, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 3,239,978 SH | Aug. 8, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 544,193 SH | Aug. 8, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 236,808 SH | Aug. 8, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 54,732 SH | Aug. 8, 2026 | Daily |