Lufax Holding reported total assets of $29.84B and total liabilities of $17.85B for the quarter ended Jun 2026, up 1.4% 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 SheetBalance Sheet | Dec2019 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Jun2025 | Dec2025 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||||||||||||||||
| Cash & Short-Term Funds | ||||||||||||||||||||||
| Cash Due from Bank | 3,704.05M | 3,741.48M | 4,494.90M | 4,741.01M | 5,452.39M | 6,397.59M | 6,399.23M | 6,438.87M | 6,310.30M | 7,470.24M | 6,471.66M | 5,452.42M | 5,585.47M | 5,462.69M | 5,107.04M | 3,853.02M | 4,097.48M | 3,888.78M | 3,156.93M | 2,828.09M | ||
| Cash & EquivalentsCash & Equiv. | 3,646.88M | 4,162.22M | 4,250.21M | 2,613.93M | 1,616.64M | 1,585.04M | ||||||||||||||||
| Short-term InvestmentsInvestments (Current) | 1,006.40M | 1,384.69M | 1,582.30M | 828.79M | 593.93M | 652.44M | 818.95M | 667.67M | 543.52M | 534.83M | 500.46M | 413.33M | 423.75M | 406.88M | 239.35M | 182.52M | 158.41M | 280.29M | 883.67M | 1,149.25M | ||
| Cash & Current Investments | 4,653.28M | 1,380.64M | 1,580.71M | 825.44M | 4,756.16M | 651.73M | 818.74M | 666.70M | 4,793.74M | 534.61M | 500.46M | 413.11M | 3,037.68M | 406.53M | 239.35M | 182.71M | 1,775.06M | 280.29M | 2,468.70M | 1,149.25M | ||
| Securities Bought | 107.33M | 252.41M | 660.55M | 822.53M | 867.40M | 1,195.95M | 225.33M | |||||||||||||||
| Securities | ||||||||||||||||||||||
| Trading Assets | 4,583.32M | 73.87M | 21,809.86M | |||||||||||||||||||
| Securities | 704.96M | |||||||||||||||||||||
| Other Assets | ||||||||||||||||||||||
| Accrued Interest Receivable | 355.88M | 465.03M | 287.65M | 162.78M | 150.41M | 167.05M | ||||||||||||||||
| Receivables | 3,648.42M | 3,486.03M | 3,489.36M | 3,419.39M | 3,598.00M | 3,236.42M | 2,941.40M | 2,593.75M | 2,360.95M | 1,873.39M | 1,412.95M | 1,279.97M | 1,111.59M | 870.22M | 744.50M | 646.98M | 882.04M | 596.59M | 628.28M | 479.84M | ||
| Property, Plant & Equipment (Net) | 65.02M | 60.41M | 58.99M | 56.38M | 59.65M | 56.46M | 49.67M | 44.23M | 47.36M | 42.06M | 34.24M | 29.35M | 26.20M | 24.10M | 22.35M | 20.36M | 8.78M | 7.04M | 7.74M | 7.39M | ||
| Goodwill | 1,387.08M | 1,380.82M | 1,401.18M | 1,384.46M | 1,399.56M | 1,406.80M | 1,331.44M | 1,253.69M | 1,279.81M | 1,297.61M | 1,228.94M | 1,221.42M | 1,253.90M | 1,234.22M | 1,262.07M | 1,306.52M | 1,257.25M | 1,278.78M | 1,310.59M | 1,348.20M | ||
| Intangibles | 288.62M | 286.42M | 289.91M | 246.05M | 141.15M | 141.57M | 133.61M | 125.41M | 127.11M | 128.40M | 121.26M | 120.22M | 123.11M | 121.60M | 139.84M | 140.91M | 131.00M | 132.07M | 130.30M | 133.63M | ||
| Goodwill & Intangibles | 1,675.71M | 1,662.36M | 1,689.38M | 1,623.91M | 1,540.70M | 1,546.69M | 1,464.68M | 1,377.08M | 1,406.92M | 1,425.43M | 1,350.20M | 1,340.91M | 1,377.00M | 1,354.65M | 1,401.91M | 1,448.94M | 1,388.25M | 1,410.85M | 1,440.89M | 1,481.84M | ||
| Long-Term Deferred Tax | 514.96M | 444.04M | 431.19M | 454.05M | 764.80M | 638.09M | 647.24M | 559.24M | 718.12M | 737.36M | 688.32M | 663.32M | 806.48M | 773.46M | 753.56M | 852.16M | 928.13M | 923.25M | 997.51M | 1,162.68M | ||
| Long-Term Investments | 75.12M | 70.33M | 71.68M | 71.58M | 72.11M | 72.42M | 16.26M | 5.76M | 5.64M | 5.66M | 5.20M | 5.05M | 0.37M | 4,549.49M | 4,024.88M | 4,386.43M | 3,881.30M | 4,955.13M | 4,910.34M | |||
| Other Assets | 105.32M | 126.36M | 125.93M | 178.47M | 196.08M | 249.29M | 350.63M | 269.26M | 197.28M | 226.80M | 209.22M | 188.52M | 218.29M | 170.19M | 127.87M | 82.00M | 113.95M | 141.49M | 93.97M | 91.19M | ||
| Assets | 38,160.48M | 42,725.39M | 47,849.30M | 51,868.09M | 56,564.32M | 59,625.41M | 55,338.06M | 52,107.87M | 50,403.87M | 47,410.55M | 38,735.31M | 35,523.12M | 32,979.04M | 31,841.59M | 29,850.58M | 29,418.76M | 27,888.99M | 27,243.35M | 29,747.24M | 29,836.88M | ||
| Liabilities | ||||||||||||||||||||||
| Deposits | ||||||||||||||||||||||
| Deposits - Interest-BearingInt. Deposits | 95.72M | |||||||||||||||||||||
| Borrowings | ||||||||||||||||||||||
| Fed Funds Purchased and Repurchase AgreementsFed Funds & Repos | 237.62M | |||||||||||||||||||||
| Short-Term Borrowings | 1,674.41M | 811.46M | 766.28M | 795.03M | 811.70M | 845.98M | 889.73M | 929.63M | ||||||||||||||
| Trading Liabilities | 10,577.72M | |||||||||||||||||||||
| Non-Current Debt | 302.35M | 307.82M | 313.30M | 158.86M | 15,181.11M | |||||||||||||||||
| Capital Leases | 109.24M | 27.11M | ||||||||||||||||||||
| Convertible Debt | 1,154.67M | 1,176.52M | 1,192.81M | 1,186.79M | 1,162.11M | 1,182.11M | 1,202.07M | 1,147.48M | 1,169.44M | 1,189.00M | 1,203.38M | 772.55M | 795.03M | 796.70M | 811.70M | 840.11M | 929.63M | 963.08M | ||||
| Other Liabilities | ||||||||||||||||||||||
| Accounts Payables | 840.78M | 677.61M | 806.35M | 1,055.95M | 1,383.26M | 1,169.75M | 1,358.30M | 1,636.14M | 1,842.31M | 1,234.47M | 1,042.31M | 1,115.77M | 1,189.20M | 808.17M | 2,089.97M | 862.06M | 1,026.64M | 969.15M | 1,080.18M | 948.72M | ||
| Other Accumulated Expenses | -2,264.03M | |||||||||||||||||||||
| Operating Leases | 150.10M | 136.69M | 127.76M | 121.13M | 124.69M | 117.12M | 120.83M | 107.41M | 36,950.38M | 100.20M | 75.17M | 61.88M | 54.41M | 50.06M | 47.15M | 45.48M | 41.50M | 35.01M | 37.13M | 31.98M | ||
| Current Taxes | 400.27M | 432.52M | 335.76M | 448.89M | 1,290.42M | 1,163.85M | 296.29M | 161.57M | 285.24M | 209.84M | 75.06M | 68.14M | 112.79M | 104.21M | 61.58M | 109.13M | 107.20M | 46.55M | 56.69M | 62.33M | ||
| Non-Current Deferred Tax Liability | 879.11M | 808.21M | 726.34M | 692.12M | 130.84M | 151.96M | 151.37M | 132.82M | 119.73M | 109.19M | 89.41M | 75.36M | 73.74M | 76.54M | 58.80M | 56.38M | 45.71M | 88.69M | 42.59M | 33.75M | ||
| Current Deferred Revenue | 430.28M | 491.05M | 539.01M | 753.68M | 1,351.74M | 1,737.84M | ||||||||||||||||
| Preferred Stock Liabilities | ||||||||||||||||||||||
| Other Liabilities | 419.63M | 411.07M | 393.85M | 372.45M | 363.45M | 344.15M | 352.59M | 316.94M | 255.58M | 285.53M | 253.63M | 222.67M | 186.86M | 225.10M | 252.94M | 248.97M | 176.42M | 182.87M | 166.83M | 170.71M | ||
| Total Liabilities | 25,655.52M | 29,183.99M | 33,709.83M | 37,232.63M | 41,961.02M | 43,824.39M | 40,810.40M | 38,905.67M | 37,182.74M | 33,568.41M | 25,659.36M | 22,582.67M | 20,183.86M | 18,969.16M | 18,473.92M | 17,133.20M | 16,684.33M | 15,656.78M | 18,336.57M | 17,847.92M | ||
| Shareholder's Equity | ||||||||||||||||||||||
| Common Stock | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M | 0.02M | 0.02M | 0.02M | 0.02M | 0.02M | ||
| Additional Paid-In CapitalAPIC | 5,092.30M | 5,069.36M | 5,144.11M | 5,165.47M | 5,236.23M | 5,270.29M | 4,259.87M | 3,635.02M | 4,791.80M | 4,555.35M | 4,315.12M | 4,404.97M | 4,522.62M | 4,453.21M | 3,069.47M | 3,851.09M | 3,703.41M | 3,768.48M | 3,863.29M | 3,978.44M | ||
| Retained Earnings | 6,275.12M | 7,009.21M | 7,851.90M | 8,508.85M | 8,779.36M | 9,657.52M | 9,574.48M | 9,201.88M | 8,883.55M | 9,504.37M | 9,134.58M | 9,091.47M | 8,817.60M | 8,949.30M | 8,782.55M | 8,970.27M | 8,056.35M | 8,090.91M | 8,104.28M | 8,213.98M | ||
| Accumulated Other Comprehensive IncomeAOCI | -6,545.37M | -10.27M | 3.02M | |||||||||||||||||||
| Treasury Stock | 306.65 | -304.37 | -281.03M | -581.58M | 872.57M | -890.13M | -842.44M | -793.25M | 810.38M | -821.65M | -778.17M | -773.41M | 793.97M | -781.51M | -776.47M | -804.09M | 773.18M | -786.77M | 806.56M | -830.60M | ||
| Common Equity | 12,504.95M | 13,455.88M | 14,105.53M | 14,484.06M | 14,603.30M | 15,753.31M | 14,517.30M | 13,368.56M | 13,221.12M | 13,828.46M | 13,075.96M | 12,928.38M | 12,795.19M | 12,856.14M | 11,376.65M | 12,303.39M | 11,204.66M | 11,586.57M | 11,410.67M | 11,988.96M | ||
| Minority Interest | 244.09M | 239.02M | 235.63M | 233.99M | 236.27M | 241.61M | 232.82M | 223.24M | 11.60M | 241.38M | 205.87M | 209.66M | 216.87M | 219.06M | 226.15M | 255.54M | 250.07M | 289.07M | 316.02M | 355.10M | ||
| Liabilities and Shareholders Equity | 38,160.48M | 42,600.55M | 47,801.17M | 51,658.03M | 56,564.32M | 59,560.58M | 55,324.02M | 52,031.80M | 50,403.87M | 47,391.23M | 38,735.31M | 35,504.15M | 32,979.04M | 31,814.27M | 29,850.58M | 29,449.40M | 27,888.99M | 27,243.35M | 29,747.24M | 29,836.88M | ||
| Additional items | ||||||||||||||||||||||
| Total Debt | 1,581.59M | 2,259.00M | 2,963.69M | 3,203.63M | 4,068.90M | 4,994.77M | 4,782.49M | 5,029.94M | 5,301.59M | 5,468.66M | 4,387.33M | 5,073.79M | 5,462.68M | 5,832.84M | 5,642.09M | 5,896.64M | 7,003.82M | 7,399.09M | 16,110.74M | 9,622.87M |
Pull Lufax Holding's standardized financial statements into your own models, spreadsheets and apps with the Business Quant Financial Statements API. The request below follows the statement, frequency and period selected above. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/statements?ticker=LU&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/statements"
params = {"ticker": "LU", "statement": "BS", "frequency": "Quarter", "period": "all", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/statements?ticker=LU&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY");
const data = await res.json();