UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LU — Lufax Holding Ltd
CIK 861177
NEW YORK, NY
Position in LU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$326,697
+$127,197 QoQ
Shares Held
174,705
+124.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 28.567585358175208.ToString("F0")%
Shared 0.ToString("F0")%
None 71.43241464182479.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $11,466,309,325 across 36 Credit Services names. LU ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,911,572 | $4,204,633,514 | |
| 2 | MA |
Mastercard Inc
|
7,094,726 | $3,544,950,787 | |
| 3 | AXP |
American Express Co
|
5,247,405 | $1,587,235,059 | |
| 4 | COF |
Capital One Financial Corp
|
6,935,991 | $1,265,332,831 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,464,770 | $292,401,542 | |
| 6 | SYF |
Synchrony Financial
|
4,261,003 | $289,833,420 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
4,726,732 | $75,060,499 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,064,236 | $48,763,288 |
All Filings in LU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,697 | 174,705 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $199,500 | 77,930 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $325,734 | 116,751 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $83,222 | 28,021 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $300,679 | 125,808 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $780,292 | 223,580 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $623,605 | 263,125 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $354,998 | 84,123 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,582,686 | 841,267 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||