Lufax Holding reported total assets of $29.77B and total liabilities of $17.81B for the quarter ended Jun 2026, up 1.2% year over year. This balance sheet covers 22 quarters of results from Dec 2019 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Dec2019 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Jun2025 | Dec2025 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||||
| Current Assets | ||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 3.59B | 4.17B | 3.84B | 2.98B | 4.15B | 5.18B | 3.78B | 3.80B | 4.16B | 4.83B | 2.28B | 2.52B | 1.86B | 2.03B | 1.47B | 1.66B | 1.97B | 1.36B | 2.68B | 2.52B | ||
| Short-term InvestmentsInvestments (Current) | 990.46 | 1.38B | 1.58B | 0.83B | 0.59B | 0.65B | 0.82B | 0.67B | 0.66B | 0.53B | 0.50B | 0.41B | 0.24B | 0.41B | 0.40B | 0.37B | 0.21B | 0.11B | ||||
| Cash & Current Investments | 3.59B | 5.61B | 5.42B | 3.81B | 4.74B | 5.82B | 4.67B | 4.47B | 4.82B | 5.39B | 2.88B | 2.95B | 2.11B | 2.46B | 1.87B | 1.99B | 2.18B | 1.36B | 2.68B | 2.63B | ||
| Receivables - NetNet Receivables | 0.00B | 3.50B | 3.49B | 3.43B | 3.49B | 3.24B | 2.94B | 2.60B | 2.22B | 1.87B | 1.41B | 1.28B | 0.18B | 0.87B | 0.74B | 0.65B | 1.12B | 0.59B | 0.60B | 0.48B | ||
| Receivables - OtherOther Receivables | 0.07B | 0.09B | 0.09B | 0.27B | 0.03B | 0.02B | ||||||||||||||||
| Receivables | 0.07B | 3.53B | 3.49B | 3.43B | 3.59B | 3.24B | 2.99B | 2.60B | 2.31B | 1.88B | 1.46B | 1.29B | 0.46B | 0.88B | 0.74B | 0.63B | 1.15B | 0.59B | 0.62B | 0.48B | ||
| Non-Current Assets | ||||||||||||||||||||||
| Property, Plant & Equipment (Net)PP&E (Net) | 0.06B | 0.06B | 0.06B | 0.06B | 0.06B | 0.06B | 0.05B | 0.04B | 0.05B | 0.04B | 0.03B | 0.03B | 0.03B | 0.02B | 0.02B | 0.02B | 0.01B | 0.01B | 0.01B | 0.01B | ||
| Long-Term Investments | 0.00B | 0.07B | 0.07B | 0.07B | 0.07B | 0.07B | 0.02B | 0.01B | 0.06B | 0.01B | 0.01B | 0.01B | 0.00B | 4.55B | 0.24B | 0.18B | 11.68B | 0.28B | 0.87B | 1.15B | ||
| Goodwill | 1.37B | 1.38B | 1.40B | 1.38B | 1.39B | 1.41B | 1.33B | 1.25B | 1.25B | 1.30B | 1.23B | 1.22B | 1.24B | 1.23B | 1.26B | 1.31B | 1.28B | 1.27B | 1.29B | 1.35B | ||
| Intangibles | 0.28B | 0.29B | 0.29B | 0.25B | 0.14B | 0.14B | 0.13B | 0.13B | 0.12B | 0.13B | 0.12B | 0.12B | 0.12B | 0.12B | 0.14B | 0.14B | 0.13B | 0.13B | 0.13B | 0.13B | ||
| Goodwill & Intangibles | 1.65B | 1.69B | 1.69B | 1.63B | 1.54B | 1.55B | 1.49B | 1.38B | 1.38B | 1.43B | 1.40B | 1.35B | 1.36B | 1.37B | 1.40B | 1.42B | 1.41B | 1.40B | 1.42B | 1.48B | ||
| Long-Term Deferred Tax | 0.51B | 0.44B | 0.43B | 0.45B | 0.76B | 0.64B | 0.65B | 0.56B | 0.81B | 0.74B | 0.69B | 0.66B | 0.80B | 0.77B | 0.75B | 0.85B | 0.94B | 0.92B | 0.98B | 1.16B | ||
| Other Non-Current Assets | 0.10B | 0.13B | 0.13B | 0.18B | 0.20B | 0.25B | 0.35B | 0.27B | 0.28B | 0.23B | 0.21B | 0.19B | 2.45B | 0.17B | 0.13B | 0.08B | 0.12B | 0.14B | 0.09B | 0.09B | ||
| Assets | 0.19B | 42.73B | 47.85B | 51.87B | 0.30B | 59.63B | 55.34B | 52.11B | 0.42B | 47.41B | 38.74B | 35.52B | 32.99B | 31.84B | 29.85B | 29.42B | 12.84B | 27.01B | 29.34B | 29.77B | ||
| Liabilities | ||||||||||||||||||||||
| Current Liabilities | ||||||||||||||||||||||
| Accounts Payables | 827.50 | 0.68B | 0.81B | 1.06B | 1.38B | 1.17B | 1.36B | 1.64B | 1.80B | 1.23B | 1.04B | 1.12B | 0.01B | 0.81B | 2.09B | 0.86B | 0.01B | 0.96B | 1.07B | 0.95B | ||
| Payables | 827.50 | 0.68B | 0.81B | 1.06B | 1.38B | 1.17B | 1.38B | 1.64B | 1.80B | 1.24B | 1.08B | 1.13B | 0.01B | 0.82B | 2.09B | 0.84B | 0.01B | 0.96B | 1.07B | 0.95B | ||
| Current Taxes | 0.39B | 0.43B | 0.34B | 0.45B | 1.29B | 1.16B | 0.30B | 0.16B | 1.16B | 0.21B | 0.08B | 0.07B | -1.88B | 0.10B | 0.06B | 0.11B | 0.11B | 0.05B | 0.06B | 0.06B | ||
| Current Deferred Revenue | 0.43B | 0.49B | 0.55B | 0.75B | 1.33B | 1.73B | ||||||||||||||||
| Non-Current Liabilities | ||||||||||||||||||||||
| Capital Leases | 0.11B | 0.42B | 0.66B | 0.81B | 0.79B | 0.65B | 0.58B | 0.58B | 0.51B | 0.48B | 0.52B | 0.59B | 0.78B | 0.80B | 0.75B | |||||||
| Non-Current Debt | 1.56B | 2.26B | 2.96B | 3.20B | 4.06B | 4.99B | 4.78B | 5.03B | 5.46B | 5.47B | 4.39B | 5.07B | 5.39B | 5.83B | 5.64B | 5.90B | 7.12B | 7.34B | 8.96B | 9.60B | ||
| Convertible Debt | 0.00B | 1.18B | 1.19B | 1.19B | 1.16B | 1.18B | 1.20B | 1.15B | 1.14B | 1.19B | 1.20B | 0.77B | 0.78B | 0.80B | 0.81B | 0.84B | 0.91B | 0.88B | 0.92B | 0.96B | ||
| Preferred Stock Liabilities | ||||||||||||||||||||||
| Minority Interest | 240.22 | 0.24B | 0.24B | 0.23B | 0.24B | 0.24B | 0.23B | 0.22B | 0.23B | 0.24B | 0.21B | 0.21B | 0.51B | 0.22B | 0.23B | 0.26B | 0.25B | 0.29B | 0.31B | 0.35B | ||
| Non-Current Deferred Tax LiabilityNon-Current Deferred Tax | 0.87B | 0.81B | 0.73B | 0.69B | 0.13B | 0.15B | 0.15B | 0.13B | 0.12B | 0.11B | 0.09B | 0.08B | 0.07B | 0.08B | 0.06B | 0.06B | 0.05B | 0.09B | 0.04B | 0.03B | ||
| Operating Leases | 0.15B | 0.14B | 0.13B | 0.12B | 0.12B | 0.12B | 0.12B | 0.11B | 0.11B | 0.10B | 0.08B | 0.06B | 0.06B | 0.05B | 0.05B | 0.05B | 0.04B | 0.03B | 0.04B | 0.03B | ||
| Other Non-Current Liabilities | 0.41B | 0.41B | 0.39B | 0.37B | 0.36B | 0.34B | 0.35B | 0.32B | 0.34B | 0.29B | 0.25B | 0.22B | 1.00B | 0.23B | 0.25B | 0.25B | 0.18B | 0.18B | 0.16B | 0.17B | ||
| Total Non-Current Liabilities | 24.60B | 29.17B | 33.32B | 37.01B | 41.22B | 43.48B | 41.11B | 38.42B | 37.05B | 33.43B | 26.30B | 22.57B | 18.70B | 18.94B | 18.22B | 16.51B | 16.52B | 15.34B | 17.61B | 17.64B | ||
| Total Liabilities | 25.01B | 29.27B | 33.74B | 37.38B | 41.59B | 43.87B | 40.82B | 38.74B | 37.38B | 33.58B | 25.66B | 22.59B | 19.71B | 18.99B | 18.47B | 17.12B | 16.70B | 15.52B | 17.78B | 17.81B | ||
| Shareholder's Equity | ||||||||||||||||||||||
| Total Debt | 1.56B | 2.28B | 2.96B | 3.20B | 4.06B | 4.99B | 4.86B | 5.03B | 5.46B | 5.49B | 4.54B | 5.12B | 5.39B | 5.89B | 5.64B | 5.77B | 7.12B | 7.34B | 8.96B | 9.60B | ||
| Common Equity | 0.00B | 13.46B | 14.11B | 14.48B | 14.79B | 15.75B | 14.52B | 13.37B | 13.33B | 13.83B | 13.08B | 12.93B | 0.22B | 12.86B | 11.38B | 12.30B | 0.24B | 11.49B | 11.57B | 11.96B | ||
| Liabilities and Shareholders Equity | 0.19B | 43.18B | 47.81B | 51.87B | 0.30B | 59.56B | 56.21B | 52.11B | 0.42B | 47.59B | 40.10B | 35.83B | 32.99B | 32.15B | 29.85B | 28.81B | 12.84B | 27.01B | 29.34B | 29.77B | ||
| Treasury Shares | 301.79 | -308.54 | -0.28B | -0.58B | 0.87B | -0.89B | -0.84B | -0.79B | 0.79B | -0.82B | -0.78B | -0.77B | 0.78B | -0.78B | -0.78B | -0.80B | -0.79B | -0.78B | -0.80B | -0.83B | ||
| Retained Earnings | 0.00B | 7.01B | 7.85B | 8.51B | 8.75B | 9.66B | 9.57B | 9.20B | 9.21B | 9.50B | 9.13B | 9.09B | 3.75B | 8.95B | 8.78B | 8.97B | 3.76B | 8.02B | 7.99B | 8.20B |