Allianz Asset Management
UPBD icon

Allianz Asset Management’s Upbound Group UPBD Stock Holding History

Allianz Asset Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
+121,533
New +$2.37M ﹤0.01% 1531
2025
Q4 		– Sell
-87,610
Closed -$2.07M – 2098
2025
Q3 		$2.07M Buy
87,610
+3,054
+4% +$75.4K ﹤0.01% 1484
2025
Q2 		$2.12M Buy
84,556
+621
+0.7% +$14.5K ﹤0.01% 1453
2025
Q1 		$2.01M Sell
83,935
-24,222
-22% -$665K ﹤0.01% 1484
2024
Q4 		$3.15M Buy
108,157
+16,517
+18% +$513K ﹤0.01% 1238
2024
Q3 		$2.93M Buy
91,640
+4,133
+5% +$133K ﹤0.01% 1268
2024
Q2 		$2.69M Buy
87,507
+9,316
+12% +$298K ﹤0.01% 1208
2024
Q1 		$2.75M Buy
78,191
+16,618
+27% +$555K ﹤0.01% 1075
2023
Q4 		$2.09M Buy
61,573
+32,055
+109% +$955K ﹤0.01% 1307
2023
Q3 		$869K Buy
29,518
+7,408
+34% +$231K ﹤0.01% 1751
2023
Q2 		$688 Buy
22,110
+11,810
+115% +$345K ﹤0.01% 2060
2023
Q1 		$252K Hold
10,300
– – ﹤0.01% 2016
2022
Q4 		$232K Sell
10,300
-3,674
-26% -$78.7K ﹤0.01% 1850
2022
Q3 		$245K Sell
13,974
-12,845
-48% -$320K ﹤0.01% 1618
2022
Q2 		$522K Sell
26,819
-7,630
-22% -$190K ﹤0.01% 1882
2022
Q1 		$868K Sell
34,449
-219,703
-86% -$7.94M ﹤0.01% 1915
2021
Q4 		$12.2M Sell
254,152
-146,851
-37% -$7.34M 0.01% 920
2021
Q3 		$22.5M Sell
401,003
-46,646
-10% -$2.75M 0.02% 698
2021
Q2 		$23.8M Buy
447,649
+32,441
+8% +$1.88M 0.02% 578
2021
Q1 		$23.9M Buy
415,208
+74,079
+22% +$3.88M 0.02% 558
2020
Q4 		$13.1M Sell
341,129
-48,378
-12% -$1.64M 0.01% 758
2020
Q3 		$11.6M Sell
389,507
-78,948
-17% -$2.33M 0.01% 734
2020
Q2 		$13M Buy
468,455
+49,135
+12% +$1.09M 0.02% 787
2020
Q1 		$5.93M Sell
419,320
-116,121
-22% -$2.79M 0.01% 1083
2019
Q4 		$15.4M Buy
535,441
+516,123
+2,672% +$13.5M 0.01% 911
2019
Q3 		$499K Sell
19,318
-55,090
-74% -$1.45M ﹤0.01% 2376
2019
Q2 		$1.98M Buy
74,408
+5,945
+9% +$141K ﹤0.01% 1889
2019
Q1 		$1.43M Buy
+68,463
New +$1.26M ﹤0.01% 1963
2018
Q4 		– Sell
-790,451
Closed -$11.4M – 2704
2018
Q3 		$11.4M Buy
790,451
+200,451
+34% +$2.95M 0.01% 1208
2018
Q2 		$8.69M Buy
+590,000
New +$6.4M 0.01% 1310
2016
Q3 		– Sell
-22,611
Closed -$278K – 2662
2016
Q2 		$278K Buy
+22,611
New +$304K ﹤0.01% 2448
2016
Q1 		– Sell
-48,208
Closed -$722K – 2588
2015
Q4 		$722K Buy
+48,208
New +$921K ﹤0.01% 2102
2015
Q2 		– Sell
-18,200
Closed -$499K – 2509
2015
Q1 		$499K Hold
18,200
– – ﹤0.01% 1985
2014
Q4 		$661K Hold
18,200
– – ﹤0.01% 1929
2014
Q3 		$552K Hold
18,200
– – ﹤0.01% 1868
2014
Q2 		$522K Hold
18,200
– – ﹤0.01% 1567
2014
Q1 		$484K Sell
18,200
-891,709
-98% -$24.2M ﹤0.01% 1585
2013
Q4 		$30.3M Buy
909,909
+293,200
+48% +$10.1M 0.04% 449
2013
Q3 		$23.5M Buy
616,709
+63,400
+11% +$2.44M 0.03% 485
2013
Q2 		$20.8M Buy
+553,309
New +$20M 0.03% 491

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management's UPBD Position: Q1 2026 in Review

Allianz Asset Management opened a new position in Upbound Group (UPBD) in Q1 2026: 121,533 shares worth $2.19M. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Allianz Asset Management previously reported a position in UPBD as recently as Q3 2025.

Allianz Asset Management first reported a position in UPBD in Q2 2013 and has held it in 40 quarters since. The position peaked at $30.3M in Q4 2013. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Allianz Asset Management held 121,533 shares of Upbound Group worth $2.19M as of Q1 2026.
  • Upbound Group was a new Allianz Asset Management position in Q1 2026.
  • Upbound Group made up ﹤0.01% of Allianz Asset Management's portfolio in Q1 2026, its #1531 holding.
  • Allianz Asset Management first reported a position in Upbound Group in Q2 2013 and has held it in 40 quarters since.
  • Allianz Asset Management's Upbound Group position peaked at $30.3M in Q4 2013.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.