Lufax Holding (LU) Cash & Current Investments (2018 - 2026)
Lufax Holding's (LU) quarterly Cash & Current Investments came in at $2.6 billion in Q2 2026, up 93.83% year-over-year from $1.4 billion in Q2 2025, and down 2.06% quarter-over-quarter from $2.7 billion in Q4 2025.
Analysis
Lufax Holding (LU) Cash & Current Investments (2018 - 2026) Analysis & Trends
Lufax Holding (LU) has reported Cash & Current Investments for 9 consecutive years, with $2.6 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Cash & Current Investments rose 93.83% year-over-year to $2.6 billion in Q2 2026; TTM through Jun 2026 was $2.6 billion, a 93.83% increase from a year earlier, with the FY2025 full-year figure at $2.6 billion, up 21.76% from the prior year.
- Cash & Current Investments was $2.6 billion for Q2 2026 at Lufax Holding, down from $2.7 billion in the prior quarter.
- Over five years, Cash & Current Investments peaked at $5.8 billion in Q1 2022 and troughed at $1.4 billion in Q2 2025.
- A 5-year average of $3.2 billion and a median of $2.7 billion in 2025 frame the typical range for Cash & Current Investments.
- Across the five-year window, Cash & Current Investments tumbled 55.09% in 2023 and jumped 93.83% in 2026, its largest moves.
- Over 5 years, Cash & Current Investments stood at $4.7 billion in 2022, then plunged by 55.09% to $2.1 billion in 2023, then climbed by 3.25% to $2.2 billion in 2024, then advanced by 23.33% to $2.7 billion in 2025, then retreated by 2.06% to $2.6 billion in 2026.
- The last three Cash & Current Investments figures came in at $2.6 billion (Q2 2026), $2.7 billion (Q4 2025), and $1.4 billion (Q2 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.18 Bn | 44.51 Bn | 4.68 Bn | - |
| 2 | Royalty Pharma | 33.59 Bn | 35.70 Bn | - | 836.99 Mn |
| 3 | Royal Gold | 21.14 Bn | 21.00 Bn | 390.45 Mn | 182.47 Mn |
| 4 | OR Royalties | 6.88 Bn | 6.81 Bn | 82.22 Mn | 75.61 Mn |
| 5 | Encore Capital | 2.11 Bn | 1.93 Bn | 455.04 Mn | 182.93 Mn |
| 6 | Atlanticus Holdings | 1.41 Bn | 851.50 Mn | 686.46 Mn | 555.22 Mn |
| 7 | Jefferson Capital | 1.18 Bn | 1.16 Bn | - | 20.41 Mn |
| 8 | Lufax Holding | 1.04 Bn | -1.23 Bn | - | 2.63 Bn |
| 9 | Upbound | 998.67 Mn | 893.37 Mn | 594.84 Mn | 105.30 Mn |
| 10 | Metalla Royalty & Streaming | 942.93 Mn | 931.86 Mn | 4.75 Mn | 11.07 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.63 Bn |
| Dec 31, 2025 | 2.68 Bn |
| Jun 30, 2025 | 1.36 Bn |
| Dec 31, 2024 | 2.18 Bn |
| Sep 30, 2024 | 1.99 Bn |
| Jun 30, 2024 | 1.88 Bn |
| Mar 31, 2024 | 2.46 Bn |
| Dec 31, 2023 | 2.11 Bn |
| Sep 30, 2023 | 2.95 Bn |
| Jun 30, 2023 | 2.78 Bn |
| Mar 31, 2023 | 5.39 Bn |
| Dec 31, 2022 | 4.69 Bn |
| Sep 30, 2022 | 4.64 Bn |
| Jun 30, 2022 | 4.67 Bn |
| Mar 31, 2022 | 5.82 Bn |
| Dec 31, 2021 | 4.74 Bn |
| Sep 30, 2021 | 3.79 Bn |
| Jun 30, 2021 | 5.42 Bn |
| Mar 31, 2021 | 5.61 Bn |
| Dec 31, 2020 | 4.58 Bn |