Lufax Holding (LU) Invested Capital (2019 - 2025)

Lufax Holding (LU) posted quarterly Invested Capital of $20.2 billion for Q4 2025, up 9.26% YoY from $18.5 billion in Q4 2024, and up 80.44% sequentially from $11.2 billion in Q2 2025.

Lufax Holding (LU) Invested Capital (2019 - 2025) Analysis & Trends

Lufax Holding has disclosed Invested Capital across 7 years of filings, most recently posting $20.2 billion for Q4 2025.

  • In Q4 2025, Invested Capital rose 9.26% year-over-year to $20.2 billion; the TTM figure through Dec 2025 stood at $20.2 billion (up 9.26% YoY), while the FY2025 annual figure was $20.2 billion, up 9.26% from the prior year.
  • Invested Capital improved to $20.2 billion in Q4 2025, from $11.2 billion in the prior quarter.
  • Over the last five years, Invested Capital for LU reached as high as $20.2 billion in Q4 2025 and fell as low as $11.2 billion in Q2 2024.
  • The 5-year median for Invested Capital is $13.8 billion (2021), against an average of $14.7 billion.
  • Annual changes were most pronounced in 2021 — Invested Capital jumped 62.39% — and 2024, when it declined 13.03%.
  • A 5-year view of Invested Capital shows it stood at $18.6 billion in 2021, then slipped by 2.55% to $18.1 billion in 2022, then dropped by 0.62% to $18.0 billion in 2023, then climbed by 2.65% to $18.5 billion in 2024, then gained by 9.26% to $20.2 billion in 2025.
  • According to Business Quant data, Invested Capital over the past three periods registered $20.2 billion, $11.2 billion, and $18.5 billion for Q4 2025, Q2 2025, and Q4 2024 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Visa 587.74 Bn 575.34 Bn - 59.66 Bn
2 Mastercard 465.55 Bn 455.34 Bn - 8.47 Bn
3 American Express 238.39 Bn 184.35 Bn 17.43 Bn 92.75 Bn
4 PayPal Holdings 40.24 Bn 30.89 Bn 7.84 Bn 30.90 Bn
5 Affirm Holdings 28.27 Bn 26.55 Bn 261.64 Mn 3.78 Bn
6 SoFi Technologies 23.54 Bn 20.13 Bn 929.25 Mn 12.63 Bn
7 Ally Financial 14.34 Bn 13.89 Bn 1.98 Bn 32.96 Bn
8 Credit Acceptance 7.51 Bn 7.49 Bn 562.70 Mn 1.52 Bn
9 FinVolution 6.22 Bn 4.97 Bn 311.24 Mn 2.39 Bn
10 Lufax Holding - - - 20.21 Bn

Historic Data

Download Data
DateValue
Dec 31, 2025 20.21 Bn
Dec 31, 2024 18.50 Bn
Sep 30, 2024 11.80 Bn
Jun 30, 2024 11.19 Bn
Mar 31, 2024 12.76 Bn
Dec 31, 2023 18.02 Bn
Sep 30, 2023 12.83 Bn
Jun 30, 2023 13.32 Bn
Mar 31, 2023 13.64 Bn
Dec 31, 2022 18.13 Bn
Sep 30, 2022 13.15 Bn
Jun 30, 2022 14.51 Bn
Mar 31, 2022 15.49 Bn
Dec 31, 2021 18.61 Bn
Sep 30, 2021 14.25 Bn
Jun 30, 2021 13.86 Bn
Mar 31, 2021 13.36 Bn
Dec 31, 2020 13.86 Bn
Dec 31, 2019 7.24 Bn