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| Date | Value |
|---|---|
| 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 |