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AXA Investment Managers’s Upbound Group UPBD Stock Holding History

AXA Investment Managers’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
2025
Q3 		$2.4M Buy
+101,395
New +$2.5M 0.01% 740

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AXA Investment Managers's UPBD Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Upbound Group (UPBD) in Q3 2025: 101,395 shares worth $2.4M. The stake represents 0.01% of the portfolio and ranks #740 among its holdings.

260 funds tracked by Wall St. Rank hold UPBD as of Q3 2025.

  • AXA Investment Managers held 101,395 shares of Upbound Group worth $2.4M as of Q3 2025.
  • Upbound Group was a new AXA Investment Managers position in Q3 2025.
  • Upbound Group made up 0.01% of AXA Investment Managers's portfolio in Q3 2025, its #740 holding.
  • 260 funds tracked by Wall St. Rank held Upbound Group as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.