Ameriprise
UPBD icon

Ameriprise’s Upbound Group UPBD Stock Holding History

Ameriprise’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
2019
Q2 		– Sell
-12,300
Closed -$257K – 3787
2019
Q1 		$257K Buy
+12,300
New +$227K ﹤0.01% 3489
2018
Q1 		– Sell
-103,400
Closed -$1.15M – 3697
2017
Q4 		$1.15M Buy
+103,400
New +$1.13M ﹤0.01% 2916

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise's UPBD Position: Q2 2026 in Review

Ameriprise increased its Upbound Group (UPBD) stake by 5.9% in Q2 2026, buying an estimated $166K and bringing the position to 158,362 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Ameriprise first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.4M in Q2 2013. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Ameriprise held 158,362 shares of Upbound Group worth $3.36M as of Q2 2026.
  • Ameriprise bought 8,869 Upbound Group shares in Q2 2026, an estimated $166K.
  • Upbound Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2807 holding.
  • Ameriprise first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
  • Ameriprise's Upbound Group position peaked at $33.4M in Q2 2013.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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