Mitsubishi UFJ Trust & Banking
UPBD icon

Mitsubishi UFJ Trust & Banking’s Upbound Group UPBD Stock Holding History

Mitsubishi UFJ Trust & Banking’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
Q2 		$881K Sell
41,530
-57,717
-58% -$1.08M ﹤0.01% 888
2026
Q1 		$1.79M Sell
99,247
-19,955
-17% -$389K ﹤0.01% 812
2025
Q4 		$2.09M Sell
119,202
-6,052
-5% -$117K 0.01% 783
2025
Q3 		$2.96M Sell
125,254
-16,556
-12% -$409K 0.01% 750
2025
Q2 		$3.56M Buy
141,810
+21,176
+18% +$495K 0.01% 723
2025
Q1 		$2.89M Buy
120,634
+2,863
+2% +$78.6K 0.01% 756
2024
Q4 		$3.44M Buy
117,771
+16,366
+16% +$508K 0.01% 759
2024
Q3 		$3.24M Buy
101,405
+98,354
+3,224% +$3.16M 0.01% 769
2024
Q2 		$93.7K Buy
+3,051
New +$97.5K ﹤0.01% 1039
2021
Q2 		– Sell
-26
Closed -$1K – 1401
2021
Q1 		$1K Sell
26
-9,875
-100% -$517K ﹤0.01% 1272
2020
Q4 		$379K Sell
9,901
-14,999
-60% -$509K ﹤0.01% 1161
2020
Q3 		$744K Sell
24,900
-2,400
-9% -$71K ﹤0.01% 923
2020
Q2 		$759K Buy
27,300
+5,300
+24% +$118K ﹤0.01% 897
2020
Q1 		$311K Hold
22,000
– – ﹤0.01% 1048
2019
Q4 		$634K Sell
22,000
-1,700
-7% -$44.4K ﹤0.01% 991
2019
Q3 		$611K Buy
+23,700
New +$622K ﹤0.01% 983

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

Mitsubishi UFJ Trust & Banking's UPBD Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Upbound Group (UPBD) stake by 58% in Q2 2026, selling an estimated $1.08M and leaving 41,530 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Mitsubishi UFJ Trust & Banking first reported a position in UPBD in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.56M in Q2 2025. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 41,530 shares of Upbound Group worth $881K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 57,717 Upbound Group shares in Q2 2026, an estimated $1.08M.
  • Upbound Group made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #888 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Upbound Group in Q3 2019 and has held it in 16 quarters since.
  • Mitsubishi UFJ Trust & Banking's Upbound Group position peaked at $3.56M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.