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Nomura Asset Management’s
Upbound Group
UPBD
Stock Holding History
Nomura Asset 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
$27.1K
Hold
1,500
–
–
﹤0.01%
1384
2025
Q4
$26.3K
Hold
1,500
–
–
﹤0.01%
1354
2025
Q3
$35.4K
Buy
1,500
+710
+90%
+$17.5K
﹤0.01%
1254
2025
Q2
$19.8K
Hold
790
–
–
﹤0.01%
1438
2025
Q1
$18.9K
Hold
790
–
–
﹤0.01%
1464
2024
Q4
$23K
Hold
790
–
–
﹤0.01%
1341
2024
Q3
$25.3K
Hold
790
–
–
﹤0.01%
1322
2024
Q2
$24.3K
Hold
790
–
–
﹤0.01%
1298
2024
Q1
$27.8K
Hold
790
–
–
﹤0.01%
1251
2023
Q4
$26.8K
Hold
790
–
–
﹤0.01%
1251
2023
Q3
$23.3K
Hold
790
–
–
﹤0.01%
1263
2023
Q2
$24.6K
Buy
790
+390
+98%
+$11.4K
﹤0.01%
1277
2023
Q1
$9.8K
Hold
400
–
–
﹤0.01%
1508
2022
Q4
$9.02K
Hold
400
–
–
﹤0.01%
1473
2022
Q3
$7K
Hold
400
–
–
﹤0.01%
1506
2022
Q2
$7.78K
Hold
400
–
–
﹤0.01%
1517
2022
Q1
$10.1K
Buy
+400
New
+$14.5K
﹤0.01%
1537
2017
Q1
–
Sell
-3,300
Closed
-$37K
–
1316
2016
Q4
$37K
Buy
+3,300
New
+$36.7K
﹤0.01%
1202
2016
Q3
–
Sell
-3,300
Closed
-$40K
–
1063
2016
Q2
$40K
Buy
+3,300
New
+$44.4K
﹤0.01%
1115
Other funds holding UPBD
BlackRock
New York
$5.7T 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
IC
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
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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