Lufax Holding (LU) Short-term Investments (2019 - 2025)
Lufax Holding (LU) posted quarterly Short-term Investments of $4.9 billion for Q4 2025, up 72.48% year-over-year from $2.8 billion in Q4 2024, and up 27.0% quarter-over-quarter from $3.8 billion in Q2 2025.
Lufax Holding (LU) Short-term Investments (2019 - 2025) Analysis & Trends
Lufax Holding (LU) has reported Short-term Investments for 7 consecutive years, with $4.9 billion the latest figure, recorded in Q4 2025.
- In Q4 2025, Short-term Investments rose 72.48% year-over-year to $4.9 billion; the TTM figure through Dec 2025 stood at $4.9 billion (up 72.48% YoY), while the FY2025 annual figure was $4.9 billion, up 72.48% from the prior year.
- Short-term Investments improved to $4.9 billion in Q4 2025 per LU's latest filing, from $3.8 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $5.2 billion in Q3 2021 and bottomed at $2.8 billion in Q4 2024.
- Historically, Short-term Investments has averaged $4.0 billion across 5 years, with a median of $3.9 billion in 2025.
- Annual changes were most pronounced in 2021 — Short-term Investments soared 93414744.51% — and 2022, when it sank 35.03%.
- Lufax Holding's Short-term Investments stood at $4.9 billion in 2021, then decreased by 7.52% to $4.5 billion in 2022, then dropped by 23.35% to $3.4 billion in 2023, then slipped by 17.6% to $2.8 billion in 2024, then surged by 72.48% to $4.9 billion in 2025.
- Business Quant data shows LU's Short-term Investments at $4.9 billion in Q4 2025, $3.8 billion in Q2 2025, and $2.8 billion in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Visa | 618.21 Bn | 605.85 Bn | - |
| 2 | Mastercard | 506.53 Bn | 493.04 Bn | - |
| 3 | American Express | 232.32 Bn | 183.00 Bn | 17.99 Bn |
| 4 | Capital One Financial | 136.19 Bn | 81.48 Bn | - |
| 5 | PayPal Holdings | 52.34 Bn | 41.08 Bn | - |
| 6 | Eason Technology | 35.89 Bn | 35.89 Bn | - |
| 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 |
| 10 | Lufax Holding | 2.51 Bn | -5.06 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 4.89 Bn |
| Jun 30, 2025 | 3.85 Bn |
| Dec 31, 2024 | 2.83 Bn |
| Sep 30, 2024 | 4.39 Bn |
| Jun 30, 2024 | 4.02 Bn |
| Mar 31, 2024 | 4.55 Bn |
| Dec 31, 2023 | 3.44 Bn |
| Sep 30, 2023 | 3.44 Bn |
| Jun 30, 2023 | 3.20 Bn |
| Mar 31, 2023 | 3.41 Bn |
| Dec 31, 2022 | 4.49 Bn |
| Sep 30, 2022 | 3.59 Bn |
| Jun 30, 2022 | 3.20 Bn |
| Mar 31, 2022 | 3.54 Bn |
| Dec 31, 2021 | 4.85 Bn |
| Sep 30, 2021 | 5.19 Bn |
| Jun 30, 2021 | 4.93 Bn |
| Mar 31, 2021 | 4.97 Bn |
| Dec 31, 2020 | 5,194.35 |
| Sep 30, 2020 | 3.92 Bn |