Lufax Holding (LU) Invested Capital (2019 - 2025)
Lufax Holding (LU) posted quarterly Invested Capital of $9.0 billion for Q4 2025, up 25.89% year-over-year from $7.1 billion in Q4 2024, and up 25.89% quarter-over-quarter from $7.1 billion in Q4 2024.
Lufax Holding (LU) Invested Capital (2019 - 2025) Analysis & Trends
Lufax Holding (LU) has reported Invested Capital for 7 consecutive years, with $9.0 billion the latest figure, recorded in Q4 2025.
- In Q4 2025, Invested Capital rose 25.89% year-over-year to $9.0 billion; the TTM figure through Dec 2025 stood at $16.1 billion (up 125.89% YoY), while the FY2025 annual figure was $9.0 billion, up 25.89% from the prior year.
- Invested Capital improved to $9.0 billion in Q4 2025 per LU's latest filing, from $7.1 billion in the prior quarter.
- Across five years, Invested Capital topped out at $9.0 billion in Q4 2025 and bottomed at $4.1 billion in Q4 2021.
- Historically, Invested Capital has averaged $6.1 billion across 5 years, with a median of $5.4 billion in 2023.
- Annual changes were most pronounced in 2021 — Invested Capital soared 160.53% — and 2023, when it grew 3.88%.
- Lufax Holding's Invested Capital stood at $4.1 billion in 2021, then climbed by 27.99% to $5.2 billion in 2022, then increased by 3.88% to $5.4 billion in 2023, then surged by 31.97% to $7.1 billion in 2024, then grew by 25.89% to $9.0 billion in 2025.
- Business Quant data shows LU's Invested Capital at $9.0 billion in Q4 2025, $7.1 billion in Q4 2024, and $5.4 billion in Q4 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 618.21 Bn | 605.85 Bn | - | 3.00 Bn |
| 2 | Mastercard | 506.53 Bn | 493.04 Bn | - | 2.46 Bn |
| 3 | American Express | 232.32 Bn | 183.00 Bn | 17.99 Bn | 2.03 Bn |
| 4 | Capital One Financial | 136.19 Bn | 81.48 Bn | - | - |
| 5 | PayPal Holdings | 52.34 Bn | 41.08 Bn | - | 2.51 Bn |
| 6 | Eason Technology | 35.89 Bn | 35.89 Bn | - | 4.86 Mn |
| 7 | Synchrony Financial | 26.09 Bn | 9.90 Bn | - | - |
| 8 | Affirm Holdings | 25.93 Bn | 24.20 Bn | - | - |
| 9 | SoFi Technologies | 23.04 Bn | 22.68 Bn | -41.62 Mn | 1.81 Bn |
| 10 | Lufax Holding | 2.51 Bn | -5.06 Bn | - | 8.96 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 8.96 Bn |
| Dec 31, 2024 | 7.12 Bn |
| Dec 31, 2023 | 5.39 Bn |
| Dec 31, 2022 | 5.19 Bn |
| Dec 31, 2021 | 4.06 Bn |
| Dec 31, 2020 | 1.56 Bn |
| Dec 31, 2019 | 424.20 Mn |