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
DateValue
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