UBS Group
UPBD icon

UBS Group’s Upbound Group UPBD Stock Holding History

UBS 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
2019
Q4 		– Sell
-32,900
Closed -$848K – 8429
2019
Q3 		$848K Buy
+32,900
New +$864K ﹤0.01% 4100
2019
Q2 		– Sell
-29,700
Closed -$620K – 8175
2019
Q1 		$620K Buy
+29,700
New +$547K ﹤0.01% 3916
2015
Q3 		– Sell
-500
Closed -$14K – 8642
2015
Q2 		$14K Hold
500
– – ﹤0.01% 7198
2015
Q1 		$14K Buy
+500
New +$15.2K ﹤0.01% 7363

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's UPBD Position: Q2 2026 in Review

UBS Group reduced its Upbound Group (UPBD) stake by 19% in Q2 2026, selling an estimated $764K and leaving 179,366 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #4445.

UBS Group first reported a position in UPBD in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.98M in Q1 2026. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • UBS Group held 179,366 shares of Upbound Group worth $3.81M as of Q2 2026.
  • UBS Group sold 40,872 Upbound Group shares in Q2 2026, an estimated $764K.
  • Upbound Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4445 holding.
  • UBS Group first reported a position in Upbound Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Upbound Group position peaked at $3.98M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.