Universal-Beteiligungs- und Servicegesellschaft’s Upbound Group UPBD Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 Q2	$5.58M	Buy	262,831 +4,016	+2%	+$75.1K	0.01%	898
2026 Q1	$4.67M	Sell	258,815 -23,505	-8%	-$458K	0.01%	901
2025 Q4	$4.96M	Hold	282,320	–	–	0.01%	885
2025 Q3	$6.67M	Buy	282,320 +37,911	+16%	+$936K	0.01%	749
2025 Q2	$6.13M	Buy	244,409 +494	+0.2%	+$11.5K	0.01%	743
2025 Q1	$5.84M	Buy	243,915 +65,616	+37%	+$1.8M	0.01%	750
2024 Q4	$5.2M	Buy	+178,299	New	+$5.54M	0.01%	698

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's UPBD Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Upbound Group (UPBD) stake by 1.6% in Q2 2026, buying an estimated $75.1K and bringing the position to 262,831 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #898.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UPBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.67M in Q3 2025. 101 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 262,831 shares of Upbound Group worth $5.58M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 4,016 Upbound Group shares in Q2 2026, an estimated $75.1K.
Upbound Group made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #898 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Upbound Group in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Upbound Group position peaked at $6.67M in Q3 2025.
101 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.