MORGAN STANLEY

Position in LU — Lufax Holding Ltd

CIK 895421 NEW YORK, NY

Position in LU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$893,696

-$774,395 QoQ

Shares Held

477,914

-26.7% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 95.96036106914633.ToString("F0")% Shared 0.ToString("F0")% None 4.039638930853668.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $29,929,368,799 across 48 Credit Services names. LU ranks #37 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	45,979,950	$13,896,980,076
2	MA	Mastercard Inc	15,162,577	$7,576,133,212
3	AXP	American Express Co	12,808,752	$3,874,391,297
4	COF	Capital One Financial Corp	8,930,350	$1,629,163,740
5	AFRM	Affirm Holdings, Inc.	21,715,982	$995,026,289
6	PYPL	PayPal Holdings, Inc.	11,420,175	$516,534,506
7	SOFI	SoFi Technologies, Inc.	21,258,767	$337,589,212
8	SYF	Synchrony Financial	4,561,764	$310,291,177

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$893,696	477,914	-26.7%	Shares	Defined	2026-05-15
2025-12-31	$1,668,091	651,599	+105.4%	Shares	Defined	2026-05-27
2025-09-30	$1,288,189	317,289	-39.4%	Shares	Defined	2026-05-27
2025-06-30	$1,461,711	523,912	-78.6%	Shares	Defined	2025-08-15
2025-03-31	$7,280,753	2,451,433	+333.1%	Shares	Defined	2025-05-15
2024-12-31	$1,352,715	565,991	-35.6%	Shares	Defined	2025-05-15
2024-09-30	$3,069,034	879,380	-34.7%	Shares	Defined	2025-05-14
2024-06-30	$3,191,210	1,346,503	-78.4%	Shares	Defined	2025-05-14
2024-03-31	$26,310,675	6,234,758	+269.7%	Shares	Defined	2024-10-17
2023-12-31	$5,177,722	1,686,556	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.