Lufax Holding (LU) Cash & Current Investments (2019 - 2025)

Lufax Holding (LU) posted quarterly Cash & Current Investments of $1.6 billion for Q4 2025, down 15.54% YoY from $1.9 billion in Q4 2024, and down 15.54% sequentially from $1.9 billion in Q4 2024.

Lufax Holding (LU) Cash & Current Investments (2019 - 2025) Analysis & Trends

Lufax Holding has disclosed Cash & Current Investments across 7 years of filings, most recently posting $1.6 billion for Q4 2025.

  • In Q4 2025, Cash & Current Investments fell 15.54% year-over-year to $1.6 billion; the TTM figure through Dec 2025 stood at $1.6 billion (down 15.54% YoY), while the FY2025 annual figure was $1.6 billion, down 15.54% from the prior year.
  • Cash & Current Investments slipped to $1.6 billion in Q4 2025, from $1.9 billion in the prior quarter.
  • Over the last five years, Cash & Current Investments for LU reached as high as $4.8 billion in Q4 2022 and fell as low as $361.2 million in Q3 2024.
  • The 5-year median for Cash & Current Investments is $825.5 million (2021), against an average of $1.4 billion.
  • Annual changes were most pronounced in 2021 — Cash & Current Investments advanced 3.51% — and 2022, when it slumped 53.44%.
  • A 5-year view of Cash & Current Investments shows it stood at $4.7 billion in 2021, then grew by 1.77% to $4.8 billion in 2022, then sank by 37.85% to $3.0 billion in 2023, then slumped by 38.26% to $1.9 billion in 2024, then declined by 15.54% to $1.6 billion in 2025.
  • According to Business Quant data, Cash & Current Investments over the past three periods registered $1.6 billion, $1.9 billion, and $361.2 million for Q4 2025, Q4 2024, and Q3 2024 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Visa 587.74 Bn 575.34 Bn - 12.40 Bn
2 Mastercard 465.55 Bn 455.34 Bn - 10.21 Bn
3 American Express 238.39 Bn 184.35 Bn 17.43 Bn 54.05 Bn
4 PayPal Holdings 40.24 Bn 30.89 Bn 7.84 Bn 9.34 Bn
5 Affirm Holdings 28.27 Bn 26.55 Bn 261.64 Mn 1.72 Bn
6 SoFi Technologies 23.54 Bn 20.13 Bn 929.25 Mn 3.40 Bn
7 Ally Financial 14.34 Bn 13.89 Bn 1.98 Bn 444.00 Mn
8 Credit Acceptance 7.51 Bn 7.49 Bn 562.70 Mn 22.80 Mn
9 FinVolution 6.22 Bn 4.97 Bn 311.24 Mn 1.30 Bn
10 Lufax Holding - - - 1.56 Bn

Historic Data

Download Data
DateValue
Dec 31, 2025 1.56 Bn
Dec 31, 2024 1.85 Bn
Sep 30, 2024 361.23 Mn
Jun 30, 2024 403.10 Mn
Mar 31, 2024 410.84 Mn
Dec 31, 2023 3.00 Bn
Sep 30, 2023 416.92 Mn
Jun 30, 2023 518.12 Mn
Mar 31, 2023 536.89 Mn
Dec 31, 2022 4.82 Bn
Sep 30, 2022 667.67 Mn
Jun 30, 2022 831.85 Mn
Mar 31, 2022 651.67 Mn
Dec 31, 2021 4.74 Bn
Sep 30, 2021 828.79 Mn
Jun 30, 2021 1.58 Bn
Mar 31, 2021 1.40 Bn
Dec 31, 2020 4.58 Bn
Dec 31, 2019 2.26 Bn