Lufax Holding (LU) Cash & Current Investments (2018 - 2025)
Lufax Holding (LU) reported Cash & Current Investments of $1.6 billion for Q4 2025, down 15.54% year-over-year from $1.9 billion in Q4 2024, and down 15.54% quarter-over-quarter from $1.9 billion in Q4 2024.
Lufax Holding (LU) Cash & Current Investments (2018 - 2025) Analysis & Trends
Lufax Holding (LU) has 8 years of Cash & Current Investments data on file, last reported at $1.6 billion in Q4 2025.
- Cash & Current Investments for Q4 2025 came in at $1.6 billion, down 15.54% year-over-year; the trailing twelve-month figure through Dec 2025 was $1.6 billion (down 15.54% YoY), and the FY2025 annual result was $1.6 billion, down 15.54% from the prior year.
- Cash & Current Investments fell to $1.6 billion in Q4 2025 per LU's latest filing, from $1.9 billion in the prior quarter.
- Over five years, Cash & Current Investments peaked at $5.4 billion in Q2 2022 and troughed at $1.6 billion in Q4 2025.
- A 5-year average of $4.1 billion and a median of $4.7 billion in 2021 frame the typical range for Cash & Current Investments.
- The sharpest annual moves came in 2021 and 2024: Cash & Current Investments soared 378.66% in 2021, then tumbled 38.26% in 2024.
- 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 tumbled by 37.85% to $3.0 billion in 2023, then plunged by 38.26% to $1.9 billion in 2024, then declined by 15.54% to $1.6 billion in 2025.
- Business Quant data shows LU's Cash & Current Investments at $1.6 billion in Q4 2025, $1.9 billion in Q4 2024, and $3.2 billion in Q3 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 548.22 Bn | 535.81 Bn | - | 12.40 Bn |
| 2 | Mastercard | 437.48 Bn | 427.27 Bn | - | 10.21 Bn |
| 3 | American Express | 231.87 Bn | 177.83 Bn | 17.43 Bn | 54.05 Bn |
| 4 | Capital One Financial | 125.74 Bn | 49.24 Bn | - | 76.49 Bn |
| 5 | PayPal Holdings | 38.80 Bn | 29.46 Bn | 7.84 Bn | 9.34 Bn |
| 6 | Synchrony Financial | 25.78 Bn | 5.22 Bn | - | 20.56 Bn |
| 7 | Affirm Holdings | 24.65 Bn | 22.93 Bn | 261.64 Mn | 1.72 Bn |
| 8 | SoFi Technologies | 22.89 Bn | 19.49 Bn | 929.25 Mn | 3.40 Bn |
| 9 | Ally Financial | 14.15 Bn | 13.70 Bn | 1.98 Bn | 444.00 Mn |
| 10 | Lufax Holding | 306.71 Mn | -1.26 Bn | - | 1.56 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 1.56 Bn |
| Dec 31, 2024 | 1.85 Bn |
| Sep 30, 2024 | 3.21 Bn |
| Jun 30, 2024 | 3.47 Bn |
| Mar 31, 2024 | 3.00 Bn |
| Dec 31, 2023 | 3.00 Bn |
| Sep 30, 2023 | 4.46 Bn |
| Jun 30, 2023 | 4.95 Bn |
| Mar 31, 2023 | 4.84 Bn |
| Dec 31, 2022 | 4.82 Bn |
| Sep 30, 2022 | 4.80 Bn |
| Jun 30, 2022 | 5.44 Bn |
| Mar 31, 2022 | 4.83 Bn |
| Dec 31, 2021 | 4.74 Bn |
| Sep 30, 2021 | 4.66 Bn |
| Jun 30, 2021 | 5.27 Bn |
| Mar 31, 2021 | 5.02 Bn |
| Dec 31, 2020 | 4.58 Bn |
| Sep 30, 2020 | 3.26 Bn |
| Jun 30, 2020 | 1.18 Bn |