Allianz Asset Management GmbH LU — LUFAX HOLDING LTD

Ownership history in Allianz Asset Management GmbH  ·  10 quarters on record

AI Ownership Summary

Allianz Asset Management GmbH reported LUFAX HOLDING LTD (LU) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 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 Allianz Asset Management GmbH'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
0.01% in 2025 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 Allianz Asset Management GmbH fund profile Allianz Asset Management GmbH full holdings
How Allianz Asset Management GmbH 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 — — — 1,103,972 -149,337 -11.9% 0.00% $2.1M 2026-05-11 $1.97
2025 Q4 UNCHANGED — — — 1,253,309 — 0% 0.00% $3.2M 2026-02-11 $2.89
2025 Q3 REDUCED 19.3% -36.5% ✅ 1,253,309 -300,123 -19.3% 0.01% $5.1M 2025-11-04 $2.85
2025 Q2 REDUCED 12.0% +45.5% ❌ 1,553,432 -211,038 -12.0% 0.01% $4.3M 2025-07-28 $2.88
2025 Q1 ADDED — — — 1,764,470 +274,540 +18.4% 0.01% $5.2M 2025-05-05 $2.96
2024 Q4 ADDED — — — 1,489,930 +344,879 +30.1% 0.00% $3.6M 2025-02-03 $2.37
2024 Q3 ADDED — — — 1,145,051 +436,882 +61.7% 0.01% $4.0M 2024-11-13 $2.41
2024 Q2 ADDED — — — 708,169 +274,129 +63.2% 0.00% $1.7M 2024-08-13 $2.79
2024 Q1 ADDED — — — 434,040 +268,128 +161.6% 0.00% $1.8M 2024-05-14 $2.04
2023 Q4 INITIATED — — — 165,912 — — 0.00% $509K 2024-02-12 $1.10

🏢 Other funds also holding LU

As of 2026 Q1 — sorted by position size

Yunqi Capital Ltd 3Y 22.16% Alpine Investment Management Ltd 3Y 5.79% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.34% JBF Capital, Inc. 3Y 7Y 0.09% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.02% BAILLIE GIFFORD & CO 3Y 7Y 0.02% Ariadne Wealth Management, LP 0.01% AXQ CAPITAL, LP 3Y 0.01% EWA, LLC 0.01%

FAQ About Allianz Asset Management GmbH and LU

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

How long has Allianz Asset Management GmbH reported owning LU?

Allianz Asset Management GmbH reported LU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LU position in Allianz Asset Management GmbH's portfolio?

The largest reported portfolio weight for LU was 0.01% in 2025 Q1.

What is the latest reported LU position on this page?

The most recent filing on this page is 2026 Q1, when Allianz Asset Management GmbH reported 1,103,972 shares, equal to 0.00% of portfolio, with an estimated market value of $2.1M.

What does the chart on this LU ownership page compare?

The chart compares Allianz Asset Management GmbH'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 Allianz Asset Management GmbH time their LU position?

Based on 13F filing dates vs. subsequent LU price moves, Allianz Asset Management GmbH correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on LU relative to SPY over the holding period was +7.7%.

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