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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's UPBD Position: Q1 2026 in Review

UBS Group increased its Upbound Group (UPBD) stake by 186% in Q1 2026, buying an estimated $2.79M and bringing the position to 220,238 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #4308.

UBS Group first reported a position in UPBD in Q4 2014 and has held it in 46 quarters since. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

UBS Group held 220,238 shares of Upbound Group worth $3.98M as of Q1 2026.
UBS Group bought 143,240 Upbound Group shares in Q1 2026, an estimated $2.79M.
Upbound Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4308 holding.
UBS Group first reported a position in Upbound Group in Q4 2014 and has held it in 46 quarters since.
239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.