Legal & General Group
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Legal & General Group’s Upbound Group UPBD Stock Holding History

Legal & General Group’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 		$2.29M Sell
126,813
-9,747
-7% -$190K ﹤0.01% 1864
2025
Q4 		$2.4M Sell
136,560
-3,495
-2% -$67.6K ﹤0.01% 1898
2025
Q3 		$3.31M Sell
140,055
-1,923
-1% -$47.5K ﹤0.01% 1767
2025
Q2 		$3.56M Buy
141,978
+3,613
+3% +$84.4K ﹤0.01% 1702
2025
Q1 		$3.32M Sell
138,365
-82
-0.1% -$2.25K ﹤0.01% 1719
2024
Q4 		$4.04M Buy
138,447
+7,972
+6% +$247K ﹤0.01% 1681
2024
Q3 		$4.17M Buy
130,475
+4,934
+4% +$159K ﹤0.01% 1654
2024
Q2 		$3.85M Sell
125,541
-919
-0.7% -$29.4K ﹤0.01% 1659
2024
Q1 		$4.45M Buy
126,460
+506
+0.4% +$16.9K ﹤0.01% 1583
2023
Q4 		$4.28M Sell
125,954
-4,159
-3% -$124K ﹤0.01% 1602
2023
Q3 		$3.83M Sell
130,113
-11,649
-8% -$363K ﹤0.01% 1582
2023
Q2 		$4.41M Sell
141,762
-6,555
-4% -$192K ﹤0.01% 1523
2023
Q1 		$3.64M Sell
148,317
-1,354
-0.9% -$34.9K ﹤0.01% 1586
2022
Q4 		$3.38M Sell
149,671
-5,441
-4% -$117K ﹤0.01% 1618
2022
Q3 		$2.72M Sell
155,112
-3,131
-2% -$78K ﹤0.01% 1693
2022
Q2 		$3.08M Sell
158,243
-17,413
-10% -$433K ﹤0.01% 1664
2022
Q1 		$4.42M Sell
175,656
-1,373
-0.8% -$49.6K ﹤0.01% 1579
2021
Q4 		$8.51M Buy
177,029
+5,365
+3% +$268K ﹤0.01% 1295
2021
Q3 		$9.65M Buy
171,664
+14,058
+9% +$828K ﹤0.01% 1201
2021
Q2 		$8.36M Sell
157,606
-4,235
-3% -$246K ﹤0.01% 1267
2021
Q1 		$9.33M Buy
161,841
+2,287
+1% +$120K ﹤0.01% 1244
2020
Q4 		$6.11M Buy
159,554
+229
+0.1% +$7.78K ﹤0.01% 1369
2020
Q3 		$4.76M Buy
159,325
+159
+0.1% +$4.7K ﹤0.01% 1352
2020
Q2 		$4.43M Buy
159,166
+17,717
+13% +$394K ﹤0.01% 1365
2020
Q1 		$2M Buy
141,449
+810
+0.6% +$19.5K ﹤0.01% 1585
2019
Q4 		$4.06M Buy
140,639
+5,507
+4% +$144K ﹤0.01% 1474
2019
Q3 		$3.48M Buy
135,132
+15,654
+13% +$411K ﹤0.01% 1468
2019
Q2 		$3.18M Buy
119,478
+633
+0.5% +$15K ﹤0.01% 1496
2019
Q1 		$2.48M Buy
118,845
+10,940
+10% +$202K ﹤0.01% 1590
2018
Q4 		$1.74M Sell
107,905
-4,693
-4% -$68.1K ﹤0.01% 1649
2018
Q3 		$1.61M Sell
112,598
-28,008
-20% -$412K ﹤0.01% 1785
2018
Q2 		$2.07M Buy
140,606
+5,117
+4% +$55.5K ﹤0.01% 1649
2018
Q1 		$1.17M Sell
135,489
-58,041
-30% -$557K ﹤0.01% 1844
2017
Q4 		$2.15M Sell
193,530
-5,595
-3% -$61.3K ﹤0.01% 1586
2017
Q3 		$2.29M Sell
199,125
-2,492
-1% -$30.8K ﹤0.01% 1511
2017
Q2 		$2.36M Sell
201,617
-28,406
-12% -$321K ﹤0.01% 1435
2017
Q1 		$2.04M Sell
230,023
-458
-0.2% -$4.16K ﹤0.01% 1465
2016
Q4 		$2.59M Buy
230,481
+107,113
+87% +$1.19M ﹤0.01% 1229
2016
Q3 		$1.55M Buy
123,368
+37,786
+44% +$473K ﹤0.01% 1204
2016
Q2 		$1.05M Buy
85,582
+11,352
+15% +$153K ﹤0.01% 1169
2016
Q1 		$1.17M Sell
74,230
-16,107
-18% -$215K ﹤0.01% 1086
2015
Q4 		$1.35M Sell
90,337
-1,226
-1% -$23.4K ﹤0.01% 1058
2015
Q3 		$2.22M Buy
91,563
+821
+0.9% +$22.1K ﹤0.01% 896
2015
Q2 		$2.57M Buy
90,742
+1,692
+2% +$50.8K ﹤0.01% 875
2015
Q1 		$2.45M Buy
89,050
+26,717
+43% +$814K ﹤0.01% 873
2014
Q4 		$2.27M Buy
62,333
+10,222
+20% +$329K ﹤0.01% 854
2014
Q3 		$1.58M Buy
52,111
+15,507
+42% +$417K ﹤0.01% 920
2014
Q2 		$1.05M Buy
36,604
+13,060
+55% +$369K ﹤0.01% 994
2014
Q1 		$626K Buy
23,544
+1,204
+5% +$32.6K ﹤0.01% 1086
2013
Q4 		$745K Buy
22,340
+1,661
+8% +$57.5K ﹤0.01% 1054
2013
Q3 		$788K Buy
20,679
+1,713
+9% +$66K ﹤0.01% 1012
2013
Q2 		$712K Buy
+18,966
New +$687K ﹤0.01% 955

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

Legal & General Group's UPBD Position: Q1 2026 in Review

Legal & General Group reduced its Upbound Group (UPBD) stake by 7.1% in Q1 2026, selling an estimated $190K and leaving 126,813 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Legal & General Group first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.65M in Q3 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Legal & General Group held 126,813 shares of Upbound Group worth $2.29M as of Q1 2026.
  • Legal & General Group sold 9,747 Upbound Group shares in Q1 2026, an estimated $190K.
  • Upbound Group made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1864 holding.
  • Legal & General Group first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's Upbound Group position peaked at $9.65M in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.