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 $5.72T AUM 30.48% 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 $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Ameriprise's UPBD Position: Q1 2026 in Review

Ameriprise increased its Upbound Group (UPBD) stake by 60% in Q1 2026, buying an estimated $1.09M and bringing the position to 149,493 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Ameriprise first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.4M in Q2 2013. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Ameriprise held 149,493 shares of Upbound Group worth $2.7M as of Q1 2026.
  • Ameriprise bought 56,145 Upbound Group shares in Q1 2026, an estimated $1.09M.
  • Upbound Group made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2812 holding.
  • Ameriprise first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Upbound Group position peaked at $33.4M in Q2 2013.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.