Lufax Holding LU
NYSE LU
$1.31 +0.04 (+3.15%)
At close: Aug 28, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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