Funds holding Lufax Holding Ltd
ISIN US54975P2011 · Cayman Islands · LEI 254900TYH7RTK8E9NH16
- Fund holders
- 26
- Of which ETFs
- 15 11 other funds
- Value held
- ≈ 23.6M $ 23.5M $ · 45.6K €
This issuer has other securities: Lufax Holding Ltd. (KYG5700Y2097)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Schwab Fundamental Emerging Markets Equity ETF SCHWAB STRATEGIC TRUST | 3,831,933 | 6.3M $ | 0.07 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 3,497,737 | 5.5M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 3,239,978 | 5.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PIMCO RAE Emerging Markets Fund PIMCO Equity Series | 921,768 | 1.2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental Emerging Markets Equity Index Fund SCHWAB CAPITAL TRUST | 583,906 | 910.9K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 544,193 | 848.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Emerging Markets Equity ETF SCHWAB STRATEGIC TRUST | 364,819 | 602K $ | 0.00 % | as of May 31, 2026 ↗ |
| Invesco RAFI Emerging Markets ETF Invesco Exchange-Traded Fund Trust II | 317,770 | 495.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Global X FinTech ETF GLOBAL X FUNDS | 288,661 | 476.3K $ | 0.24 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 236,808 | 369.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree China ex-State-Owned Enterprises Fund WisdomTree Trust | 208,205 | 274.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Invesco Golden Dragon China ETF Invesco Exchange-Traded Fund Trust | 172,973 | 269.8K $ | 0.27 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 167,100 | 220.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Emerging Markets ETF SPDR INDEX SHARES FUNDS | 160,638 | 212K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Emerging Markets Equity ETF American Century ETF Trust | 106,609 | 175.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree Emerging Markets ex-State-Owned Enterprises Fund WisdomTree Trust | 97,165 | 128.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 88,148 | 145.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 72,850 | 96.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 54,732 | 90.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) China ETF SPDR INDEX SHARES FUNDS | 41,105 | 54.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis Emerging Markets Small Cap Equity ETF American Century ETF Trust | 28,641 | 47.3K $ | 0.04 % | as of May 31, 2026 ↗ |
| Franklin FTSE China ETF Franklin Templeton ETF Trust | 20,557 | 27.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Emerging Asia Pacific ETF SPDR INDEX SHARES FUNDS | 1,948 | 2.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible Emerging Markets Equity ETF American Century ETF Trust | 1,750 | 2.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Franklin FTSE Asia ex Japan ETF Franklin Templeton ETF Trust | 1,358 | 1.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| CINVEST,FI CINVEST/ AZERO GLOBAL GESALCALA, S.A., S.G.I.I.C. | 45.6K € | 3.25 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| CINVEST,FI CINVEST/ AZERO GLOBAL GESALCALA, S.A., S.G.I.I.C. | 3.25 % | as of Dec 31, 2025 ↗ |
| Invesco Golden Dragon China ETF Invesco Exchange-Traded Fund Trust | 0.27 % | as of Jul 31, 2026 ↗ |
| Global X FinTech ETF GLOBAL X FUNDS | 0.24 % | as of May 31, 2026 ↗ |
| Schwab Fundamental Emerging Markets Equity ETF SCHWAB STRATEGIC TRUST | 0.07 % | as of May 31, 2026 ↗ |
| WisdomTree China ex-State-Owned Enterprises Fund WisdomTree Trust | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental Emerging Markets Equity Index Fund SCHWAB CAPITAL TRUST | 0.05 % | as of Jul 31, 2026 ↗ |
| PIMCO RAE Emerging Markets Fund PIMCO Equity Series | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis Emerging Markets Small Cap Equity ETF American Century ETF Trust | 0.04 % | as of May 31, 2026 ↗ |
| Invesco RAFI Emerging Markets ETF Invesco Exchange-Traded Fund Trust II | 0.03 % | as of Jul 31, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 0.01 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 25 | -6 | 15,051,352 | -36.5 % |
| 2026Q2 | 31 | -6 | 23,706,467 | +2.6 % |
| 2026Q1 | 37 | -3 | 23,105,036 | -14.8 % |
| 2025Q4 | 40 | -2 | 27,127,401 | -1.4 % |
| 2025Q3 | 42 | +2 | 27,500,540 | +16.3 % |
| 2025Q2 | 40 | -5 | 23,648,858 | +12.5 % |
| 2025Q1 | 45 | +1 | 21,029,930 | -17.2 % |
| 2024Q4 | 44 | -1 | 25,403,055 | -16.8 % |
| 2024Q3 | 45 | -10 | 30,548,277 | +32.3 % |
| 2024Q2 | 55 | +1 | 23,096,629 | +51.5 % |
| 2024Q1 | 54 | 15,248,531 |
Institutional managers
70 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Alpine Investment Management Ltd | 12,404,000 | 23.2M $ | as of Mar 31, 2026 |
| Yunqi Capital Ltd | 10,950,138 | 20.5M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 8,186,456 | 15.3M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 5,945,969 | 11.1K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,830,491 | 10.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,877,374 | 9.1M $ | as of Mar 31, 2026 |
| FMR LLC | 3,947,314 | 7.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,299,420 | 4.3M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,544,828 | 2.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,257,479 | 2.4M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 1,103,972 | 2.1M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 798,785 | 1.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 627,982 | 1.2M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 548,170 | 1M $ | as of Mar 31, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | 534,700 | 999.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 477,914 | 893.7K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 477,279 | 892.5K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 430,676 | 805.4K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 356,277 | 666.2K $ | as of Mar 31, 2026 |
| JBF Capital, Inc. | 339,884 | 635.6K $ | as of Mar 31, 2026 |
| California Public Employees Retirement System | 329,089 | 615.4K $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 321,940 | 600.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 318,365 | 595.3K $ | as of Mar 31, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 246,500 | 461K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 215,996 | 403.9K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Lufax Holding Ltd". https://titelia.com/en/stocks/lufax-holding-ltd-US54975P2011