Lufax Holding (LU) Short-term Investments (2019 - 2026)
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.
Analysis
Lufax Holding (LU) Short-term Investments (2019 - 2026) 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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Visa | 680.39 Bn | 668.03 Bn | - |
| 2 | Mastercard | 518.33 Bn | 504.84 Bn | - |
| 3 | American Express | 224.91 Bn | 175.59 Bn | 17.99 Bn |
| 4 | Capital One Financial | 132.31 Bn | 77.60 Bn | - |
| 5 | PayPal Holdings | 46.25 Bn | 35.00 Bn | - |
| 6 | Affirm Holdings | 26.22 Bn | 24.59 Bn | - |
| 7 | Synchrony Financial | 25.37 Bn | 9.17 Bn | - |
| 8 | SoFi Technologies | 23.30 Bn | 20.18 Bn | 1.02 Bn |
| 9 | Ally Financial | 12.85 Bn | 5.01 Bn | 2.08 Bn |
| 10 | Lufax Holding | 1.14 Bn | -1.14 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 106.60 Mn |
| Dec 31, 2024 | 208.68 Mn |
| Sep 30, 2024 | 368.91 Mn |
| Jun 30, 2024 | 401.55 Mn |
| Mar 31, 2024 | 406.88 Mn |
| Dec 31, 2023 | 244.18 Mn |
| Sep 30, 2023 | 413.33 Mn |
| Jun 30, 2023 | 500.46 Mn |
| Mar 31, 2023 | 534.83 Mn |
| Dec 31, 2022 | 663.15 Mn |
| Sep 30, 2022 | 667.67 Mn |
| Jun 30, 2022 | 818.95 Mn |
| Mar 31, 2022 | 652.44 Mn |
| Dec 31, 2021 | 592.01 Mn |
| Sep 30, 2021 | 828.79 Mn |
| Jun 30, 2021 | 1.58 Bn |
| Mar 31, 2021 | 1.38 Bn |
| Dec 31, 2020 | 990.46 |
| Sep 30, 2020 | 1.03 Bn |
| Dec 31, 2019 | 1.22 Bn |