Lufax Holding Ltd (LU) — Strategic Asset Allocation Index

Latest as of December 2025: 49.8%

Lufax Holding Ltd (LU) has a Strategic Asset Allocation Index of 49.8% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $40.85 Billion) total $40.85 Billion, measured against net assets of $82.04 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Lufax Holding Ltd net asset quality index to measure how much of total assets are equity-financed.

SAAI

49.8%
Strategic Assets / Net Assets

Strategic Assets

$40.85 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$82.04 Billion
USD

Lufax Holding Ltd Strategic Asset Allocation Index (2016–2025)

This chart shows how Lufax Holding Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of December 2025, the index stands at 49.8%, representing strategic assets of $40.85 Billion against net assets of $82.04 Billion USD. For live market cap and overall valuation, see Lufax Holding Ltd market cap and net worth.

Annual Strategic Asset Allocation Index for Lufax Holding Ltd (2016–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Lufax Holding Ltd from 2016 to 2025, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Lufax Holding Ltd net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 49.8% $40.85 Billion $- $40.85 Billion $82.09 Billion ▲ +21.2 pp
2024 28.6% $23.38 Billion $370.67 Million $23.01 Billion $81.77 Billion ▼ -6.1 pp
2023 34.7% $32.49 Billion $581.21 Million $31.91 Billion $93.68 Billion ▼ -2.2 pp
2022 36.8% $34.92 Billion $1.08 Billion $33.85 Billion $94.79 Billion ▼ -1.7 pp
2021 38.5% $36.45 Billion $1.19 Billion $35.27 Billion $94.56 Billion ▼ -13.0 pp
2020 51.6% $42.88 Billion $1.40 Billion $41.48 Billion $83.15 Billion ▼ -8.8 pp
2019 60.4% $29.07 Billion $1.43 Billion $27.64 Billion $48.15 Billion ▼ -0.5 pp
2018 60.9% $21.28 Billion $1.36 Billion $19.91 Billion $34.95 Billion ▼ -54.8 pp
2017 115.7% $24.56 Billion $1.56 Billion $23.00 Billion $21.24 Billion ▼ -101.2 pp
2016 216.8% $31.05 Billion $- $31.05 Billion $14.32 Billion
pp = percentage points