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
Q2 		– Sell
-306,900
Closed -$6.41M – 8176
2019
Q1 		$6.41M Buy
+306,900
New +$5.66M ﹤0.01% 2015
2018
Q3 		– Sell
-2,000
Closed -$29K – 8278
2018
Q2 		$29K Hold
2,000
– – ﹤0.01% 6416
2018
Q1 		$17K Buy
+2,000
New +$19.2K ﹤0.01% 6517
2017
Q4 		– Sell
-2,000
Closed -$23K – 8113
2017
Q3 		$23K Buy
+2,000
New +$24.7K ﹤0.01% 6353

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

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.