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| Date | Value |
|---|---|
| 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 |