Principal Financial Group
UPBD icon

Principal Financial Group’s Upbound Group UPBD Stock Holding History

Principal Financial 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
Q2 		$6.54M Buy
307,996
+4,078
+1% +$76.2K ﹤0.01% 1580
2026
Q1 		$5.49M Buy
303,918
+55,199
+22% +$1.08M ﹤0.01% 1600
2025
Q4 		$4.37M Sell
248,719
-2,995
-1% -$57.9K ﹤0.01% 1660
2025
Q3 		$5.95M Sell
251,714
-3,589
-1% -$88.6K ﹤0.01% 1528
2025
Q2 		$6.41M Buy
255,303
+59
+0% +$1.38K ﹤0.01% 1464
2025
Q1 		$6.12M Buy
255,244
+17,237
+7% +$473K ﹤0.01% 1487
2024
Q4 		$6.94M Buy
238,007
+6,954
+3% +$216K ﹤0.01% 1471
2024
Q3 		$7.39M Sell
231,053
-9,302
-4% -$299K ﹤0.01% 1421
2024
Q2 		$7.38M Sell
240,355
-7,237
-3% -$231K ﹤0.01% 1413
2024
Q1 		$8.72M Buy
247,592
+14,728
+6% +$492K 0.01% 1380
2023
Q4 		$7.91M Sell
232,864
-14,040
-6% -$418K 0.01% 1402
2023
Q3 		$7.27M Sell
246,904
-40,567
-14% -$1.27M 0.01% 1383
2023
Q2 		$8.95M Sell
287,471
-15,201
-5% -$444K 0.01% 1304
2023
Q1 		$7.42M Sell
302,672
-6,163
-2% -$159K 0.01% 1393
2022
Q4 		$6.96M Sell
308,835
-21,436
-6% -$459K 0.01% 1415
2022
Q3 		$5.78M Sell
330,271
-7,074
-2% -$176K ﹤0.01% 1444
2022
Q2 		$6.56M Sell
337,345
-108,133
-24% -$2.69M ﹤0.01% 1456
2022
Q1 		$11.2M Sell
445,478
-20,958
-4% -$757K 0.01% 1303
2021
Q4 		$22.4M Sell
466,436
-31,149
-6% -$1.56M 0.01% 875
2021
Q3 		$28M Buy
497,585
+4,382
+0.9% +$258K 0.02% 687
2021
Q2 		$26.2M Buy
493,203
+104,148
+27% +$6.05M 0.02% 754
2021
Q1 		$22.4M Buy
389,055
+2,987
+0.8% +$156K 0.02% 822
2020
Q4 		$14.8M Sell
386,068
-13,960
-3% -$474K 0.01% 983
2020
Q3 		$12M Buy
400,028
+6,353
+2% +$188K 0.01% 956
2020
Q2 		$11M Sell
393,675
-12,772
-3% -$284K 0.01% 1009
2020
Q1 		$5.75M Sell
406,447
-23,430
-5% -$564K 0.01% 1215
2019
Q4 		$12.4M Sell
429,877
-15,253
-3% -$399K 0.01% 1127
2019
Q3 		$11.5M Buy
445,130
+31,921
+8% +$838K 0.01% 1130
2019
Q2 		$11M Buy
413,209
+53,183
+15% +$1.26M 0.01% 1169
2019
Q1 		$7.51M Sell
360,026
-582
-0.2% -$10.7K 0.01% 1398
2018
Q4 		$5.84M Buy
360,608
+2,014
+0.6% +$29.2K 0.01% 1445
2018
Q3 		$5.16M Sell
358,594
-57,541
-14% -$846K ﹤0.01% 1600
2018
Q2 		$6.13M Buy
416,135
+6,727
+2% +$72.9K 0.01% 1532
2018
Q1 		$3.53M Buy
409,408
+10,490
+3% +$101K ﹤0.01% 1651
2017
Q4 		$4.43M Sell
398,918
-3,052
-0.8% -$33.4K ﹤0.01% 1603
2017
Q3 		$4.62M Sell
401,970
-2,653
-0.7% -$32.8K ﹤0.01% 1580
2017
Q2 		$4.74M Buy
404,623
+284
+0.1% +$3.21K ﹤0.01% 1565
2017
Q1 		$3.59M Buy
404,339
+14,559
+4% +$132K ﹤0.01% 1627
2016
Q4 		$4.38M Buy
389,780
+5,503
+1% +$61.3K 0.01% 1561
2016
Q3 		$4.86M Sell
384,277
-875
-0.2% -$10.9K 0.01% 1476
2016
Q2 		$4.73M Buy
385,152
+21,548
+6% +$290K 0.01% 1448
2016
Q1 		$5.76M Buy
363,604
+193,812
+114% +$2.59M 0.01% 1324
2015
Q4 		$2.54M Buy
169,792
+3,635
+2% +$69.4K ﹤0.01% 1582
2015
Q3 		$4.03M Buy
166,157
+6,724
+4% +$181K 0.01% 1436
2015
Q2 		$4.52M Buy
159,433
+6,439
+4% +$193K 0.01% 1446
2015
Q1 		$4.2M Buy
152,994
+8,480
+6% +$258K 0.01% 1450
2014
Q4 		$5.25M Buy
144,514
+1,858
+1% +$59.8K 0.01% 1353
2014
Q3 		$4.33M Buy
142,656
+6,283
+5% +$169K 0.01% 1412
2014
Q2 		$3.91M Sell
136,373
-1,762
-1% -$49.8K 0.01% 1505
2014
Q1 		$3.67M Buy
138,135
+2,732
+2% +$74K 0.01% 1507
2013
Q4 		$4.51M Buy
135,403
+793
+0.6% +$27.4K 0.01% 1403
2013
Q3 		$5.13M Sell
134,610
-6,967
-5% -$269K 0.01% 1259
2013
Q2 		$5.32M Buy
+141,577
New +$5.13M 0.01% 1158

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Principal Financial Group's UPBD Position: Q2 2026 in Review

Principal Financial Group increased its Upbound Group (UPBD) stake by 1.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 307,996 shares worth $6.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Principal Financial Group first reported a position in UPBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $28M in Q3 2021. 90 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Principal Financial Group held 307,996 shares of Upbound Group worth $6.54M as of Q2 2026.
  • Principal Financial Group bought 4,078 Upbound Group shares in Q2 2026, an estimated $76.2K.
  • Upbound Group made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1580 holding.
  • Principal Financial Group first reported a position in Upbound Group in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Upbound Group position peaked at $28M in Q3 2021.
  • 90 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.