§ FINANCIAL SERVICES
USD · Financial ServicesLU
LUFAX HOLDING LTD-ADR
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
33 increased/new, 33 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Alpine Investment Management Ltd | 12.4M | 5.8% | +53% |
| Yunqi Capital Ltd | 11.0M | 22.2% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.7M | n/a | n/a |
| BAILLIE GIFFORD & CO | 8.2M | 0.0% | +3% |
| BlackRock, Inc. | 5.8M | 0.0% | +4% |
| Charles Schwab Investment Mgmt | 4.9M | 0.0% | −16% |
◇ AC INTELLIGENCE
Top institutional owners for LU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.8% · 0 holders
OTHER3.2% · 34 holders
PASSIVE / INDEX0.8% · 6 holders
GROWTH / MOMENTUM0.5% · 1 holder
QUALITY / COMPOUNDER0.3% · 11 holders
DEALER / BANK0.3% · 16 holders
INCOME / DEFENSIVE0.0% · 3 holders
SYSTEMATIC / QUANT0.0% · 2 holders
TACTICAL / MACRO0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
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