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Swiss Life Asset Management’s Upbound Group UPBD Stock Holding History

Swiss Life 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 		– Sell
-10,443
Closed -$183K – 1619
2025
Q4 		$183K Buy
+10,443
New +$202K ﹤0.01% 1305

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Swiss Life Asset Management's UPBD Position: Q1 2026 in Review

Swiss Life Asset Management sold out of Upbound Group (UPBD) in Q1 2026, closing a stake of 10,443 shares — an estimated $183K sold.

Swiss Life Asset Management first reported a position in UPBD in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Swiss Life Asset Management reported no remaining Upbound Group position as of Q1 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 10,443 Upbound Group shares in Q1 2026, an estimated $183K.
  • Swiss Life Asset Management first reported a position in Upbound Group in Q4 2025 and held it in 1 quarter.
  • Swiss Life Asset Management's Upbound Group position peaked at $183K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.