Zurich Cantonal Bank
UPBD icon

Zurich Cantonal Bank’s Upbound Group UPBD Stock Holding History

Zurich Cantonal 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 		– Sell
-15,612
Closed -$274K – 3407
2025
Q4 		$274K Buy
+15,612
New +$302K ﹤0.01% 2099

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

Zurich Cantonal Bank's UPBD Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Upbound Group (UPBD) in Q1 2026: 15,612 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in UPBD as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in UPBD in Q1 2015 and has held it in 44 quarters since. The position peaked at $428K in Q1 2021. 239 funds tracked by Wall St. Rank hold UPBD as of Q1 2026.

  • Zurich Cantonal Bank held 15,612 shares of Upbound Group worth $282K as of Q1 2026.
  • Upbound Group was a new Zurich Cantonal Bank position in Q1 2026.
  • Upbound Group made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #2123 holding.
  • Zurich Cantonal Bank first reported a position in Upbound Group in Q1 2015 and has held it in 44 quarters since.
  • Zurich Cantonal Bank's Upbound Group position peaked at $428K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Upbound Group as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.