Lufax Holding (LU) Cash & Current Investments (2018 - 2025)
Lufax Holding (LU) posted quarterly Cash & Current Investments of $7.6 billion for Q4 2025, up 57.7% year-over-year from $4.8 billion in Q4 2024, and up 45.48% quarter-over-quarter from $5.2 billion in Q2 2025.
Lufax Holding (LU) Cash & Current Investments (2018 - 2025) Analysis & Trends
Lufax Holding (LU) has reported Cash & Current Investments for 8 consecutive years, with $7.6 billion the latest figure, recorded in Q4 2025.
- In Q4 2025, Cash & Current Investments rose 57.7% year-over-year to $7.6 billion; the TTM figure through Dec 2025 stood at $7.6 billion (up 57.7% YoY), while the FY2025 annual figure was $7.6 billion, up 57.7% from the prior year.
- Cash & Current Investments improved to $7.6 billion in Q4 2025 per LU's latest filing, from $5.2 billion in the prior quarter.
- Across five years, Cash & Current Investments topped out at $9.1 billion in Q1 2021 and bottomed at $4.8 billion in Q4 2024.
- Historically, Cash & Current Investments has averaged $7.3 billion across 5 years, with a median of $7.5 billion in 2022.
- Annual changes were most pronounced in 2021 — Cash & Current Investments jumped 150.78% — and 2024, when it tumbled 46.37%.
- Lufax Holding's Cash & Current Investments stood at $9.0 billion in 2021, then dropped by 3.91% to $8.6 billion in 2022, then increased by 3.52% to $9.0 billion in 2023, then sank by 46.37% to $4.8 billion in 2024, then soared by 57.7% to $7.6 billion in 2025.
- Business Quant data shows LU's Cash & Current Investments at $7.6 billion in Q4 2025, $5.2 billion in Q2 2025, and $4.8 billion in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 618.21 Bn | 605.85 Bn | - | 12.36 Bn |
| 2 | Mastercard | 506.53 Bn | 493.04 Bn | - | 13.49 Bn |
| 3 | American Express | 232.32 Bn | 183.00 Bn | 17.99 Bn | 49.32 Bn |
| 4 | Capital One Financial | 136.19 Bn | 81.48 Bn | - | 54.71 Bn |
| 5 | PayPal Holdings | 52.34 Bn | 41.08 Bn | - | 11.26 Bn |
| 6 | Eason Technology | 35.89 Bn | 35.89 Bn | - | 470,774.29 |
| 7 | Synchrony Financial | 26.09 Bn | 9.90 Bn | - | 16.19 Bn |
| 8 | Affirm Holdings | 25.93 Bn | 24.20 Bn | - | 1.72 Bn |
| 9 | SoFi Technologies | 23.04 Bn | 22.68 Bn | -41.62 Mn | 360.23 Mn |
| 10 | Lufax Holding | 2.51 Bn | -5.06 Bn | - | 7.57 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 7.57 Bn |
| Jun 30, 2025 | 5.20 Bn |
| Dec 31, 2024 | 4.80 Bn |
| Sep 30, 2024 | 6.05 Bn |
| Jun 30, 2024 | 5.50 Bn |
| Mar 31, 2024 | 6.58 Bn |
| Dec 31, 2023 | 8.95 Bn |
| Sep 30, 2023 | 5.96 Bn |
| Jun 30, 2023 | 5.47 Bn |
| Mar 31, 2023 | 8.25 Bn |
| Dec 31, 2022 | 8.65 Bn |
| Sep 30, 2022 | 7.39 Bn |
| Jun 30, 2022 | 6.98 Bn |
| Mar 31, 2022 | 8.71 Bn |
| Dec 31, 2021 | 9.00 Bn |
| Sep 30, 2021 | 8.17 Bn |
| Jun 30, 2021 | 8.77 Bn |
| Mar 31, 2021 | 9.13 Bn |
| Dec 31, 2020 | 3.59 Bn |
| Sep 30, 2020 | 6.74 Bn |