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Ping An UOB Fund Management Co., Ltd.
Luo Chunfeng · Asset Manager · Multi-Strategy
Ping An Fund Management Co., Ltd., formerly known as Ping An UOB Fund Management Co., Ltd., is a prominent Chinese asset management firm headquartered in Shenzhen. Established in 2011 as a joint venture between Ping An Trust and United Overseas Bank (UOB), the firm has evolved into a comprehensive financial services provider. It manages a wide array of investment products, including mutual funds, ETFs, and institutional mandates, with a strong focus on China's onshore equity and fixed-income markets. As of late 2020, the company served over 110 million customers and managed assets exceeding RMB 600 billion. The institution is recognized for its leadership in the Chinese mutual fund industry, consistently ranking among the top firms for investment returns in actively managed equities while expanding its global footprint through strategic partnerships.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -42.4% |
| YTD return | -32.3% |
| Sharpe ratio | -3.61 |
| Win rate | 25% |
| AUM | $0.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://fund.pingan.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 52.1% | -35.5% |
| XPEV | Xpeng Inc | 40.0% | -55.0% |
| ONC | BeiGene, Ltd. | 7.9% | +12.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Apr 6, 2026 | SELL | BABA | 53.5% → 52.1% |
| Apr 6, 2026 | SELL | XPEV | 46.5% → 40.0% |
| Apr 6, 2026 | BUY | ONC | 0.0% → 7.9% |
| Mar 16, 2026 | BUY | BABA | 58.8% → 53.5% |
| Mar 16, 2026 | BUY | XPEV | 35.7% → 46.5% |
Investment Style Analysis
Ping An UOB Fund Management Co., Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail and Auto Manufacturers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Apr 6, Ping An UOB Fund Management Co., Ltd. made a significant move by reducing the position in BABA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy centers on long-term value creation and disciplined risk management. It combines rigorous fundamental research with a top-down macroeconomic perspective to identify sustainable growth opportunities within the Chinese economy. The institution emphasizes professional, institutionalized investment processes, focusing on sectors aligned with national strategic priorities such as technological innovation, healthcare, and consumption upgrades. By integrating domestic market insights with international risk-control standards, the firm aims to deliver stable, risk-adjusted returns for both retail and institutional investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ping An UOB Fund Management Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for Ping An UOB Fund Management Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ping An UOB Fund Management Co., Ltd.'s largest holding?
As of the latest filing, Ping An UOB Fund Management Co., Ltd.'s top position is Alibaba Group Holding Ltd (BABA), representing 52.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ping An UOB Fund Management Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of -42.4% with a win rate of 25%. Notably, the portfolio maintains a Sharpe Ratio of -3.61, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Ping An UOB Fund Management Co., Ltd. primarily invest in?
Ping An UOB Fund Management Co., Ltd. has a strong preference for the Internet Retail sector, which makes up 52.1% of their disclosed assets. The portfolio also has exposure to Auto Manufacturers, indicating a specific thematic focus.
Is Ping An UOB Fund Management Co., Ltd.'s portfolio concentrated or diversified?
Ping An UOB Fund Management Co., Ltd. runs a highly concentrated portfolio with 3 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Ping An UOB Fund Management Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Ping An UOB Fund Management Co., Ltd. tracks a Year-to-Date (YTD) return of -32.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Luo Chunfeng manage Ping An UOB Fund Management Co., Ltd. directly?
Yes, Luo Chunfeng serves as the key portfolio manager for Ping An UOB Fund Management Co., Ltd., overseeing the investment strategy and final capital allocation decisions.