Aberdeen Group plc LU — LUFAX HOLDING LTD

Ownership history in Aberdeen Group plc  ·  10 quarters on record

AI Ownership Summary

Aberdeen Group plc reported LUFAX HOLDING LTD (LU) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aberdeen Group plc's position in LUFAX HOLDING LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LU stock page Aberdeen Group plc fund profile Aberdeen Group plc full holdings
How Aberdeen Group plc held LU — position size vs. price
% of Fund (quarterly)    LU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 107,225 -74,533 -41.0% 0.00% $201K 2026-04-29 $1.86
2025 Q4 REDUCED — — — 181,758 -1,363 -0.7% 0.00% $465K 2026-01-16 $2.62
2025 Q3 ADDED — — — 183,121 +103,174 +129.1% 0.00% $743K 2025-11-07 $2.83
2025 Q2 ADDED — — — 79,947 +28,166 +54.4% 0.00% $223K 2025-07-24 $3.35
2025 Q1 REDUCED 87.2% -6.1% ✅ 51,781 -351,200 -87.2% 0.00% $154K 2025-05-13 $2.89
2024 Q4 REDUCED 7.8% +24.3% ❌ 402,981 -34,305 -7.8% 0.00% $967K 2025-01-24 $2.89
2024 Q3 REDUCED — — — 437,286 -19,226 -4.2% 0.00% $1.5M 2024-10-25 $2.77
2024 Q2 UNCHANGED — — — 456,512 — 0% 0.00% $1.1M 2024-08-09 $2.70
2024 Q1 ADDED — — — 456,512 +208,624 +84.2% 0.00% $1.9M 2024-05-09 $2.06
2023 Q4 INITIATED — — — 247,888 — — 0.00% $761K 2024-01-31 $1.06

🏢 Other funds also holding LU

As of 2026 Q1 — sorted by position size

EWA, LLC 0.01% Marex Group plc 0.0% Police & Firemen's Retirement System of New Jersey 0.0% FULTON BANK, N.A. 3Y 7Y 0.0% Ethic Inc. 3Y 0.0% SBI Securities Co., Ltd. 0.0% Nuveen, LLC 0.0% HSBC HOLDINGS PLC 3Y 7Y 0.0% Pictet Asset Management Holding SA 0.0% SG Americas Securities, LLC 3Y 7Y 0.0%

FAQ About Aberdeen Group plc and LU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aberdeen Group plc reported owning LU?

Aberdeen Group plc reported LU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LU position in Aberdeen Group plc's portfolio?

The largest reported portfolio weight for LU was 0.00% in 2024 Q1.

What is the latest reported LU position on this page?

The most recent filing on this page is 2026 Q1, when Aberdeen Group plc reported 107,225 shares, equal to 0.00% of portfolio, with an estimated market value of $201K.

What does the chart on this LU ownership page compare?

The chart compares Aberdeen Group plc's quarterly LU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aberdeen Group plc time their LU position?

Based on 13F filing dates vs. subsequent LU price moves, Aberdeen Group plc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on LU relative to SPY over the holding period was +6.8%.

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