Lufax Holding (LU) Return on Equity [ROE] (2020 - 2026)
Lufax Holding (LU) recorded Return on Equity [ROE] of -3.24% in Q4 2026, up 0.82 percentage points from -4.06% a year earlier.
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Analysis
Lufax Holding (LU) Return on Equity [ROE] (2020 - 2026) Analysis & Trends
For FY2026, Lufax Holding reported Return on Equity [ROE] of -0.87%.
- Annual Return on Equity [ROE] has a five-year change of -19.88 percentage points (FY2021 to FY2026).
- Across earlier years, Return on Equity [ROE] came in at -2.09% in FY2025 (+1.95 pp), -4.04% in FY2024 (-5.13 pp), 1.09% in FY2023 (-7.85 pp) and 8.94% in FY2022 (-10.07 pp).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 2.01% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 14.08% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | 13.69% |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 41.65% |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 13.17% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 19.93% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 17.89% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Lufax Holding | 7.01 Bn | 1.69 Bn | - | -3.26% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -3.26% |
| Jun 30, 2025 | -4.12% |
| Dec 31, 2024 | -4.27% |
| Sep 30, 2024 | -3.68% |
| Jun 30, 2024 | -2.60% |
| Mar 31, 2024 | -0.59% |
| Dec 31, 2023 | 1.13% |
| Sep 30, 2023 | 1.12% |
| Jun 30, 2023 | 2.37% |
| Mar 31, 2023 | 4.57% |
| Dec 31, 2022 | 10.13% |
| Sep 30, 2022 | 13.75% |
| Jun 30, 2022 | 15.63% |
| Mar 31, 2022 | 17.53% |
| Dec 31, 2021 | 17.77% |
| Sep 30, 2021 | 17.95% |
| Jun 30, 2021 | 16.29% |
| Mar 31, 2021 | 15.01% |
| Dec 31, 2020 | 16.66% |
API Access
Lufax Holding Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=LU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "LU", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=LU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();