Northwestern Mutual Wealth Management
UPBD icon

Northwestern Mutual Wealth Management’s Upbound Group UPBD Stock Holding History

Northwestern Mutual Wealth 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 		– Sell
-52
Closed -$913 – 4473
2025
Q4 		$913 Buy
+52
New +$1K ﹤0.01% 3651
2022
Q3 		– Sell
-25
Closed – – 3416
2022
Q2 		$0 Buy
+25
New +$622 ﹤0.01% 3487
2022
Q1 		– Sell
-251
Closed -$12K – 3412
2021
Q4 		$12K Buy
+251
New +$12.6K ﹤0.01% 2511

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

Northwestern Mutual Wealth Management's UPBD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 52 shares — an estimated $913 sold.

Northwestern Mutual Wealth Management first reported a position in UPBD in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 52 Upbound Group shares in Q1 2026, an estimated $913.
  • Northwestern Mutual Wealth Management first reported a position in Upbound Group in Q4 2021 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Upbound Group position peaked at $12K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.