Lufax Holding (LU) Invested Capital (2019 - 2026)
Lufax Holding's (LU) quarterly Invested Capital came in at $23.3 billion in Q2 2026, up 19.02% year-over-year from $19.6 billion in Q2 2025, and up 6.58% quarter-over-quarter from $21.9 billion in Q4 2025.
Analysis
Lufax Holding (LU) Invested Capital (2019 - 2026) Analysis & Trends
Lufax Holding (LU) has reported Invested Capital for 8 consecutive years, with $23.3 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 19.02% year-over-year to $23.3 billion in Q2 2026; TTM through Jun 2026 was $23.3 billion, a 19.02% increase from a year earlier, with the FY2025 full-year figure at $21.6 billion, up 11.81% from the prior year.
- Invested Capital was $23.3 billion for Q2 2026 at Lufax Holding, up from $21.9 billion in the prior quarter.
- Over five years, Invested Capital peaked at $23.3 billion in Q2 2026 and troughed at -$9.0 billion in Q4 2023.
- A 5-year average of $17.5 billion and a median of $18.9 billion in 2022 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital tumbled 151.1% in 2023 and surged 315.32% in 2024, its largest moves.
- Over 5 years, Invested Capital stood at $17.5 billion in 2022, then plunged by 151.1% to -$9.0 billion in 2023, then surged by 315.32% to $19.3 billion in 2024, then advanced by 13.25% to $21.9 billion in 2025, then grew by 6.58% to $23.3 billion in 2026.
- The last three Invested Capital figures came in at $23.3 billion (Q2 2026), $21.9 billion (Q4 2025), and $19.6 billion (Q2 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.18 Bn | 44.51 Bn | 4.68 Bn | 69.63 Bn |
| 2 | Royalty Pharma | 33.59 Bn | 35.70 Bn | - | 19.13 Bn |
| 3 | Royal Gold | 21.14 Bn | 21.00 Bn | 390.45 Mn | 8.03 Bn |
| 4 | OR Royalties | 6.88 Bn | 6.81 Bn | 82.22 Mn | 1.91 Bn |
| 5 | Encore Capital | 2.11 Bn | 1.93 Bn | 455.04 Mn | - |
| 6 | Atlanticus Holdings | 1.41 Bn | 851.50 Mn | 686.46 Mn | 6.97 Bn |
| 7 | Jefferson Capital | 1.18 Bn | 1.16 Bn | - | 2.41 Bn |
| 8 | Lufax Holding | 1.04 Bn | -1.23 Bn | - | 23.30 Bn |
| 9 | Upbound | 998.67 Mn | 893.37 Mn | 594.84 Mn | 2.16 Bn |
| 10 | Metalla Royalty & Streaming | 942.93 Mn | 931.86 Mn | 4.75 Mn | 267.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 23.30 Bn |
| Dec 31, 2025 | 21.86 Bn |
| Jun 30, 2025 | 19.57 Bn |
| Dec 31, 2024 | 19.30 Bn |
| Sep 30, 2024 | 18.30 Bn |
| Jun 30, 2024 | 17.29 Bn |
| Mar 31, 2024 | 18.87 Bn |
| Dec 31, 2023 | -8.96 Bn |
| Sep 30, 2023 | 18.16 Bn |
| Jun 30, 2023 | 18.26 Bn |
| Mar 31, 2023 | 19.37 Bn |
| Dec 31, 2022 | 17.54 Bn |
| Sep 30, 2022 | 18.90 Bn |
| Jun 30, 2022 | 19.60 Bn |
| Mar 31, 2022 | 20.72 Bn |
| Dec 31, 2021 | 20.28 Bn |
| Sep 30, 2021 | 17.62 Bn |
| Jun 30, 2021 | 17.06 Bn |
| Mar 31, 2021 | 15.88 Bn |
| Dec 31, 2020 | 14.10 Bn |