Swiss National Bank
UPBD icon

Swiss National Bank’s Upbound Group UPBD Stock Holding History

Swiss National Bank’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 		$1.86M Hold
102,800
– – ﹤0.01% 1888
2025
Q4 		$1.81M Buy
102,800
+1,900
+2% +$36.7K ﹤0.01% 1917
2025
Q3 		$2.38M Buy
100,900
+2,200
+2% +$54.3K ﹤0.01% 1766
2025
Q2 		$2.48M Buy
98,700
+8,600
+10% +$201K ﹤0.01% 1668
2025
Q1 		$2.16M Sell
90,100
-1,000
-1% -$27.5K ﹤0.01% 1715
2024
Q4 		$2.66M Hold
91,100
– – ﹤0.01% 1694
2024
Q3 		$2.91M Hold
91,100
– – ﹤0.01% 1643
2024
Q2 		$2.8M Hold
91,100
– – ﹤0.01% 1630
2024
Q1 		$3.21M Sell
91,100
-2,600
-3% -$86.8K ﹤0.01% 1575
2023
Q4 		$3.18M Sell
93,700
-10,800
-10% -$322K ﹤0.01% 1577
2023
Q3 		$3.08M Buy
104,500
+1,400
+1% +$43.7K ﹤0.01% 1572
2023
Q2 		$3.21M Sell
103,100
-11,100
-10% -$324K ﹤0.01% 1590
2023
Q1 		$2.8M Sell
114,200
-21,600
-16% -$556K ﹤0.01% 1627
2022
Q4 		$3.06M Buy
135,800
+2,600
+2% +$55.7K ﹤0.01% 1628
2022
Q3 		$2.33M Sell
133,200
-14,800
-10% -$369K ﹤0.01% 1763
2022
Q2 		$2.88M Buy
148,000
+7,300
+5% +$182K ﹤0.01% 1669
2022
Q1 		$3.54M Buy
140,700
+8,800
+7% +$318K ﹤0.01% 1667
2021
Q4 		$6.34M Hold
131,900
– – ﹤0.01% 1305
2021
Q3 		$7.41M Buy
131,900
+18,400
+16% +$1.08M ﹤0.01% 1177
2021
Q2 		$6.02M Buy
113,500
+2,100
+2% +$122K ﹤0.01% 1363
2021
Q1 		$6.42M Buy
111,400
+1,900
+2% +$99.4K ﹤0.01% 1301
2020
Q4 		$4.19M Sell
109,500
-500
-0.5% -$17K ﹤0.01% 1469
2020
Q3 		$3.29M Hold
110,000
– – ﹤0.01% 1440
2020
Q2 		$3.06M Buy
110,000
+19,700
+22% +$438K ﹤0.01% 1448
2020
Q1 		$1.28M Buy
90,300
+2,100
+2% +$50.5K ﹤0.01% 1692
2019
Q4 		$2.54M Buy
88,200
+2,000
+2% +$52.3K ﹤0.01% 1583
2019
Q3 		$2.22M Buy
86,200
+1,600
+2% +$42K ﹤0.01% 1597
2019
Q2 		$2.25M Buy
84,600
+11,500
+16% +$273K ﹤0.01% 1624
2019
Q1 		$1.53M Buy
73,100
+2,100
+3% +$38.7K ﹤0.01% 1830
2018
Q4 		$1.15M Buy
71,000
+1,400
+2% +$20.3K ﹤0.01% 1921
2018
Q3 		$1M Hold
69,600
– – ﹤0.01% 2138
2018
Q2 		$1.02M Sell
69,600
-21,900
-24% -$237K ﹤0.01% 2148
2018
Q1 		$790K Hold
91,500
– – ﹤0.01% 2211
2017
Q4 		$1.02M Hold
91,500
– – ﹤0.01% 2089
2017
Q3 		$1.05M Hold
91,500
– – ﹤0.01% 2037
2017
Q2 		$1.07M Buy
91,500
+7,300
+9% +$82.5K ﹤0.01% 2013
2017
Q1 		$747K Hold
84,200
– – ﹤0.01% 2199
2016
Q4 		$947K Hold
84,200
– – ﹤0.01% 2073
2016
Q3 		$1.06M Sell
84,200
-3,100
-4% -$38.8K ﹤0.01% 1922
2016
Q2 		$1.07M Buy
87,300
+1,600
+2% +$21.5K ﹤0.01% 1920
2016
Q1 		$1.31M Buy
85,700
+16,000
+23% +$213K ﹤0.01% 1731
2015
Q4 		$1.04M Hold
69,700
– – ﹤0.01% 1800
2015
Q3 		$1.69M Buy
69,700
+9,400
+16% +$252K ﹤0.01% 1419
2015
Q2 		$1.71M Hold
60,300
– – ﹤0.01% 1420
2015
Q1 		$1.66M Buy
60,300
+1,400
+2% +$42.7K ﹤0.01% 1424
2014
Q4 		$2.14M Buy
58,900
+1,400
+2% +$45.1K 0.01% 1212
2014
Q3 		$1.75M Sell
57,500
-1,100
-2% -$29.6K 0.01% 1285
2014
Q2 		$1.68M Sell
58,600
-1,000
-2% -$28.3K 0.01% 1375
2014
Q1 		$1.58M Buy
59,600
+8,800
+17% +$238K 0.01% 1378
2013
Q4 		$1.69M Sell
50,800
-1,600
-3% -$55.4K 0.01% 1156
2013
Q3 		$2M Sell
52,400
-5,400
-9% -$208K 0.01% 1009
2013
Q2 		$2.17M Buy
+57,800
New +$2.09M 0.01% 940

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

Swiss National Bank's UPBD Position: Q1 2026 in Review

Swiss National Bank held its Upbound Group (UPBD) position steady in Q1 2026 at 102,800 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Swiss National Bank first reported a position in UPBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.41M in Q3 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Swiss National Bank held 102,800 shares of Upbound Group worth $1.86M as of Q1 2026.
  • Swiss National Bank left its Upbound Group share count unchanged in Q1 2026.
  • Upbound Group made up ﹤0.01% of Swiss National Bank's portfolio in Q1 2026, its #1888 holding.
  • Swiss National Bank first reported a position in Upbound Group in Q2 2013 and has held it in 52 quarters since.
  • Swiss National Bank's Upbound Group position peaked at $7.41M in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.