LU β€” Lufax Holding Ltd

Ownership history in BAILLIE GIFFORD & CO  Β·  9 quarters on record

AI Ownership Summary

BAILLIE GIFFORD & CO reported Lufax Holding Ltd (LU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows LU at 0.02% 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 BAILLIE GIFFORD & CO'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
2025 Q4

LU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 2025 Q4

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.

How BAILLIE GIFFORD & CO held LU β€” position size vs. price
% of Fund (quarterly)    LU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,942,847 -464,449 -5.5% 0.02% $20.3M 2026-02-14 (Est.) $2.69
2025 Q3 REDUCED 8,407,296 -879,908 -9.5% 0.03% $34.1M 2025-10-31 $3.12
2025 Q2 REDUCED 9,287,204 -994,494 -9.7% 0.02% $25.9M 2025-08-06 $2.83
2025 Q1 REDUCED 10,281,698 -4,385,371 -29.9% 0.03% $30.5M 2025-05-07 $2.76
2024 Q4 ADDED 14,667,069 +49,964 +0.3% 0.03% $35.1M 2025-01-31 $2.31
2024 Q3 ADDED 14,617,105 +605,134 +4.3% 0.04% $51.0M 2024-11-05 $2.63
2024 Q2 ADDED 14,011,971 +1,922,185 +15.9% 0.03% $33.2M 2024-07-25 $2.75
2024 Q1 ADDED 12,089,786 +6,012,562 +98.9% 0.04% $51.0M 2024-05-01 $1.97
2023 Q4 INITIATED 6,077,224 β€” β€” 0.01% $18.7M 2024-01-26 $1.09

🏒 Other funds also holding LU

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.0%

FAQ About BAILLIE GIFFORD & CO and LU

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

How long has BAILLIE GIFFORD & CO reported owning LU?

BAILLIE GIFFORD & CO reported LU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LU position in BAILLIE GIFFORD & CO's portfolio?

The largest reported portfolio weight for LU was 0.04% in 2024 Q1.

What is the latest reported LU position on this page?

The most recent filing on this page is 2025 Q4, when BAILLIE GIFFORD & CO reported 7,942,847 shares, equal to 0.02% of portfolio, with an estimated market value of $20.3M.

What does the chart on this LU ownership page compare?

The chart compares BAILLIE GIFFORD & CO'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.

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