Lufax Holding LU
NYSE LU
$1.20 +0.02 (+1.69%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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