Lufax Holding Ownership

LU Stock  USD 4.27  0.11  2.64%   
Lufax Holding maintains a total of 573.28 Million outstanding shares. Roughly 81.0 % of Lufax Holding outstanding shares are held by general public with 2.87 pct. owned by insiders and only 16.44 % by institutional investors. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2016-12-31
Previous Quarter
2.3 B
Current Value
1.1 B
Avarage Shares Outstanding
2.3 B
Quarterly Volatility
255.8 M
 
Covid
Some institutional investors establish a significant position in stocks such as Lufax Holding in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Lufax Holding, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Lufax Holding's Dividends Paid is comparatively stable compared to the past year. Dividend Paid And Capex Coverage Ratio is likely to gain to 0.71 in 2024, whereas Dividend Yield is likely to drop 0.03 in 2024. Net Income Applicable To Common Shares is likely to gain to about 13 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 2.6 B in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lufax Holding. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Lufax Stock please use our How to Invest in Lufax Holding guide.

Lufax Stock Ownership Analysis

About 16.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.19. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lufax Holding last dividend was issued on the 4th of June 2024. The entity had 1:4 split on the 15th of December 2023. Lufax Holding Ltd operates a technology-empowered personal financial services platform in China. Lufax Holding Ltd was founded in 2005 and is headquartered in Shanghai, China. Lufax Holding is traded on New York Stock Exchange in the United States. To find out more about Lufax Holding contact Dean Gibb at 86 21 3863 6278 or learn more at https://www.lufaxholding.com.
Besides selling stocks to institutional investors, Lufax Holding also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Lufax Holding's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Lufax Holding's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Lufax Holding Quarterly Liabilities And Stockholders Equity

259.18 Billion

Roughly 3.0% of Lufax Holding are currently held by insiders. Unlike Lufax Holding's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Lufax Holding's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Lufax Holding's insider trades

Lufax Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Lufax Holding is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lufax Holding backward and forwards among themselves. Lufax Holding's institutional investor refers to the entity that pools money to purchase Lufax Holding's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Renaissance Technologies Corp2023-12-31
2.4 M
Legal & General Group Plc2023-12-31
1.8 M
Morgan Stanley - Brokerage Accounts2023-12-31
1.7 M
Fidelity International Ltd2023-12-31
1.5 M
Two Sigma Investments Llc2023-12-31
1.4 M
Charles Schwab Investment Management Inc2023-12-31
1.4 M
Marshall Wace Asset Management Ltd2023-12-31
1.4 M
E Fund Management Co., Ltd.2023-12-31
1.3 M
Geode Capital Management, Llc2023-12-31
M
Blackrock Inc2023-12-31
7.9 M
Krane Funds Advisors Llc2023-12-31
7.7 M
Note, although Lufax Holding's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Lufax Holding Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lufax Holding insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lufax Holding's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lufax Holding insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Lufax Holding Corporate Filings

6K
10th of April 2024
A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges.
ViewVerify
13A
9th of February 2024
An amended filing to the original Schedule 13G
ViewVerify
20th of November 2023
Other Reports
ViewVerify

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When determining whether Lufax Holding is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Lufax Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Lufax Holding Stock. Highlighted below are key reports to facilitate an investment decision about Lufax Holding Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lufax Holding. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Lufax Stock please use our How to Invest in Lufax Holding guide.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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Is Lufax Holding's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lufax Holding. If investors know Lufax will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lufax Holding listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.93)
Dividend Share
2.37
Earnings Share
0.22
Revenue Per Share
88.206
Quarterly Revenue Growth
(0.70)
The market value of Lufax Holding is measured differently than its book value, which is the value of Lufax that is recorded on the company's balance sheet. Investors also form their own opinion of Lufax Holding's value that differs from its market value or its book value, called intrinsic value, which is Lufax Holding's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lufax Holding's market value can be influenced by many factors that don't directly affect Lufax Holding's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lufax Holding's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lufax Holding is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lufax Holding's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.