Ameriprise
UPB

Ameriprise’s Upstream Bio Inc UPB Stock Holding History

Ameriprise’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.6K Buy
+10,487
New +$87.9K ﹤0.01% 4040
2026
Q1 		– Sell
-56,557
Closed -$1.54M – 4247
2025
Q4 		$1.54M Buy
+56,557
New +$1.41M ﹤0.01% 3134

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise's UPB Position: Q2 2026 in Review

Ameriprise opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 10,487 shares worth $72.6K. The stake represents ﹤0.01% of the portfolio and ranks #4040 among its holdings. This is a return to the name: Ameriprise previously reported a position in UPB as recently as Q4 2025.

Ameriprise first reported a position in UPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Ameriprise held 10,487 shares of Upstream Bio Inc worth $72.6K as of Q2 2026.
  • Upstream Bio Inc was a new Ameriprise position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #4040 holding.
  • Ameriprise first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 2 quarters since.
  • Ameriprise's Upstream Bio Inc position peaked at $1.54M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.