MetLife Investment Management’s Upbound Group UPBD Stock Holding History

MetLife Investment Management’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	$533K	Buy	29,553 +1,157	+4%	+$22.5K	﹤0.01%	1731
2025 Q4	$499K	Sell	28,396 -3,894	-12%	-$75.3K	﹤0.01%	1794
2025 Q3	$763K	Hold	32,290	–	–	﹤0.01%	1605
2025 Q2	$810K	Hold	32,290	–	–	﹤0.01%	1420
2025 Q1	$774K	Sell	32,290 -526	-2%	-$14.4K	﹤0.01%	1490
2024 Q4	$957K	Buy	32,816 +1,809	+6%	+$56.2K	0.01%	1438
2024 Q3	$992K	Hold	31,007	–	–	0.01%	1391
2024 Q2	$952K	Buy	31,007 +2,454	+9%	+$78.4K	0.01%	1368
2024 Q1	$1.01M	Hold	28,553	–	–	0.01%	1297
2023 Q4	$970K	Hold	28,553	–	–	0.01%	1308
2023 Q3	$841K	Hold	28,553	–	–	0.01%	1335
2023 Q2	$889K	Buy	28,553 +771	+3%	+$22.5K	0.01%	1330
2023 Q1	$681K	Hold	27,782	–	–	﹤0.01%	1452
2022 Q4	$626K	Hold	27,782	–	–	﹤0.01%	1495
2022 Q3	$486K	Hold	27,782	–	–	﹤0.01%	1656
2022 Q2	$540K	Sell	27,782 -8,689	-24%	-$216K	﹤0.01%	1598
2022 Q1	$919K	Buy	36,471 +12,981	+55%	+$469K	0.01%	1387
2021 Q4	$1.13M	Hold	23,490	–	–	0.01%	1079
2021 Q3	$1.32M	Hold	23,490	–	–	0.01%	1005
2021 Q2	$1.25M	Buy	23,490 +5,084	+28%	+$295K	0.01%	1058
2021 Q1	$1.06M	Sell	18,406 -2,871	-13%	-$150K	0.01%	1126
2020 Q4	$815K	Hold	21,277	–	–	0.01%	1227
2020 Q3	$636K	Hold	21,277	–	–	0.01%	1245
2020 Q2	$592K	Hold	21,277	–	–	0.01%	1289
2020 Q1	$301K	Hold	21,277	–	–	﹤0.01%	1475
2019 Q4	$614K	Hold	21,277	–	–	0.01%	1343
2019 Q3	$549K	Hold	21,277	–	–	0.01%	1368
2019 Q2	$567K	Hold	21,277	–	–	0.01%	1403
2019 Q1	$444K	Hold	21,277	–	–	﹤0.01%	1526
2018 Q4	$344K	Hold	21,277	–	–	﹤0.01%	1593
2018 Q3	$306K	Hold	21,277	–	–	﹤0.01%	1850
2018 Q2	$313K	Hold	21,277	–	–	﹤0.01%	1697
2018 Q1	$184K	Hold	21,277	–	–	﹤0.01%	1932
2017 Q4	$236K	Buy	+21,277	New	+$233K	﹤0.01%	1842

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

MetLife Investment Management's UPBD Position: Q1 2026 in Review

MetLife Investment Management increased its Upbound Group (UPBD) stake by 4.1% in Q1 2026, buying an estimated $22.5K and bringing the position to 29,553 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

MetLife Investment Management first reported a position in UPBD in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.32M in Q3 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

MetLife Investment Management held 29,553 shares of Upbound Group worth $533K as of Q1 2026.
MetLife Investment Management bought 1,157 Upbound Group shares in Q1 2026, an estimated $22.5K.
Upbound Group made up ﹤0.01% of MetLife Investment Management's portfolio in Q1 2026, its #1731 holding.
MetLife Investment Management first reported a position in Upbound Group in Q4 2017 and has held it in 34 quarters since.
MetLife Investment Management's Upbound Group position peaked at $1.32M in Q3 2021.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.