Lufax Holding Ltd Strategic Asset Allocation Index

Latest as of December 2025: 49.8%

Lufax Holding Ltd strategic asset allocation index. 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 LU 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

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

Strategic asset allocation index of Lufax Holding Ltd from 2016 to 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. Check Lufax Holding Ltd tangible net worth ratio to evaluate the tangible quality of the company's equity base.

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

Lufax Holding Ltd strategic asset allocation index by year from 2016 to 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. For live market cap and overall valuation, see market cap of Lufax Holding Ltd.

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