Invesco Ltd. vs Lufax Holding Ltd — how do they compare? Invesco Ltd. trades at $31.16 (market cap $13.85B), while Lufax Holding Ltd trades at $1.56 (market cap $2.41B). The key difference: Invesco Ltd. is far larger — about 5.7× Lufax Holding Ltd's market cap, and Invesco Ltd. pays a 2.74% dividend while Lufax Holding Ltd pays none. Which is the better fit depends on your goals.
| IVZ | LU | |
|---|---|---|
Market Cap | $13.85B | $2.41B |
Sector | Financials | Technology |
52-Week High | $32.01 | $4.40 |
52-Week Low | $20.67 | $1.23 |
Enterprise Value | $24.01B | — |
Dividend Yield | 2.74% | — |
Trailing returns across standard periods
Latest headlines on both assets
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →Lufax Holding Ltd is a leading financial technology (fintech) platform in China. The company operates a technology-driven personal financial services platform that offers a wide range of loans and wealth management products to its users. Lufax primarily serves the rapidly growing wealth and consumption needs of China’s mass affluent and affluent populations through a combination of its digital platform and an extensive offline network.
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