Lufax Holding (LU) Invested Capital (2019 - 2025)
Lufax Holding (LU) reported Invested Capital of $20.2 billion for Q4 2025, up 9.26% year-over-year from $18.5 billion in Q4 2024, and up 9.26% quarter-over-quarter from $18.5 billion in Q4 2024.
Lufax Holding (LU) Invested Capital (2019 - 2025) Analysis & Trends
Lufax Holding (LU) has 7 years of Invested Capital data on file, last reported at $20.2 billion in Q4 2025.
- Invested Capital for Q4 2025 came in at $20.2 billion, up 9.26% year-over-year; the trailing twelve-month figure through Dec 2025 was $20.2 billion (up 9.26% YoY), and the FY2025 annual result was $20.2 billion, up 9.26% from the prior year.
- Invested Capital advanced to $20.2 billion in Q4 2025 per LU's latest filing, from $18.5 billion in the prior quarter.
- Over five years, Invested Capital peaked at $20.2 billion in Q4 2025 and troughed at $18.0 billion in Q4 2023.
- A 5-year average of $18.7 billion and a median of $18.5 billion in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2021 and 2022: Invested Capital soared 34.24% in 2021, then dropped 2.55% in 2022.
- 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.
- Business Quant data shows LU's Invested Capital at $20.2 billion in Q4 2025, $18.5 billion in Q4 2024, and $18.0 billion in Q4 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 541.66 Bn | 529.25 Bn | - | 59.66 Bn |
| 2 | Mastercard | 437.55 Bn | 427.34 Bn | - | 8.47 Bn |
| 3 | American Express | 212.80 Bn | 158.76 Bn | 17.43 Bn | 92.75 Bn |
| 4 | Capital One Financial | 112.47 Bn | 35.97 Bn | - | 112.26 Bn |
| 5 | PayPal Holdings | 37.70 Bn | 28.36 Bn | 7.84 Bn | 30.90 Bn |
| 6 | Synchrony Financial | 24.26 Bn | 3.70 Bn | - | 32.91 Bn |
| 7 | Affirm Holdings | 21.24 Bn | 19.51 Bn | 261.64 Mn | 3.78 Bn |
| 8 | SoFi Technologies | 20.46 Bn | 17.06 Bn | 929.25 Mn | 12.63 Bn |
| 9 | Ally Financial | 13.30 Bn | 12.86 Bn | 1.98 Bn | 32.96 Bn |
| 10 | Lufax Holding | 354.37 Mn | -1.21 Bn | - | 20.21 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 20.21 Bn |
| Dec 31, 2024 | 18.50 Bn |
| Dec 31, 2023 | 18.02 Bn |
| Dec 31, 2022 | 18.13 Bn |
| Dec 31, 2021 | 18.61 Bn |
| Dec 31, 2020 | 13.86 Bn |
| Dec 31, 2019 | 7.24 Bn |