ETF Holdings Breakdown of UPBD

Stock Name	Upbound Group Inc.
Ticker	UPBD(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US76009N1000
LEI	529900QUHE15UQNCCJ63

News associated with UPBD

Price T Rowe Associates Inc. MD Has $1.98 Million Holdings in Upbound Group, Inc. (NASDAQ:UPBD): Price T Rowe Associates Inc. MD boosted its holdings in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 6.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 67,890 shares of the company’s stock after acquiring an additional 3,839 shares during the quarter. Price T Rowe Associates Inc. MD’s holdings in Upbound Group were worth […] - 2025-05-08 07:58:57
70,746 Shares in Upbound Group, Inc. (NASDAQ:UPBD) Acquired by First Trust Advisors LP: First Trust Advisors LP purchased a new position in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 70,746 shares of the company’s stock, valued at approximately $2,064,000. Other large investors also recently bought and sold […] - 2025-05-06 07:51:00
Brokerages Set Upbound Group, Inc. (NASDAQ:UPBD) PT at $37.00: Shares of Upbound Group, Inc. (NASDAQ:UPBD – Get Free Report) have been given a consensus rating of “Moderate Buy” by the six research firms that are currently covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating, three have issued a buy rating and one has issued a […] - 2025-05-05 05:16:42
Upbound Group (NASDAQ:UPBD) Shares Gap Up on Earnings Beat: Upbound Group, Inc. (NASDAQ:UPBD – Get Free Report)’s share price gapped up prior to trading on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $19.90, but opened at $22.39. Upbound Group shares last traded at $22.92, with a volume of 99,067 shares trading hands. The company reported […] - 2025-05-02 07:32:53
Wells Fargo & Company MN Grows Position in Upbound Group, Inc. (NASDAQ:UPBD): Wells Fargo & Company MN increased its position in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 32.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 28,863 shares of the company’s stock after purchasing an additional 7,015 shares during the quarter. […] - 2025-05-01 07:35:04
LPL Financial LLC Sells 731 Shares of Upbound Group, Inc. (NASDAQ:UPBD): LPL Financial LLC lowered its position in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 3.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,326 shares of the company’s stock after selling 731 shares during the period. LPL Financial LLC’s holdings in Upbound Group were worth $593,000 at the end of the […] - 2025-04-24 07:11:08
Upbound Group, Inc. (NASDAQ:UPBD) Shares Bought by Legal & General Group Plc: Legal & General Group Plc increased its position in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 3.4% during the fourth quarter, Holdings Channel reports. The fund owned 138,447 shares of the company’s stock after purchasing an additional 4,555 shares during the quarter. Legal & General Group Plc’s holdings in Upbound Group were worth $4,038,000 […] - 2025-04-23 08:19:02
Invesco Ltd. Raises Holdings in Upbound Group, Inc. (NASDAQ:UPBD): Invesco Ltd. boosted its stake in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 16.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 434,819 shares of the company’s stock after acquiring an additional 60,934 shares during the quarter. […] - 2025-04-22 07:57:09
Geode Capital Management LLC Has $35.58 Million Holdings in Upbound Group, Inc. (NASDAQ:UPBD): Geode Capital Management LLC lifted its holdings in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 0.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,219,661 shares of the company’s stock after acquiring an additional 1,781 shares during the period. Geode Capital Management LLC’s holdings in Upbound Group were worth […] - 2025-04-17 08:54:53
American Century Companies Inc. Increases Position in Upbound Group, Inc. (NASDAQ:UPBD): American Century Companies Inc. boosted its holdings in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 216.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,745 shares of the company’s stock after purchasing an additional 22,410 shares during the period. American Century Companies Inc.’s holdings […] - 2025-04-11 07:37:06
Upbound Group, Inc. (NASDAQ:UPBD) Shares Acquired by Sei Investments Co.: Sei Investments Co. increased its stake in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 204.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 19,334 shares of the company’s stock after buying an additional 12,986 shares during the quarter. Sei Investments […] - 2025-04-10 07:18:55
Upbound Group, Inc. (NASDAQ:UPBD) Shares Bought by Vanguard Group Inc.: Vanguard Group Inc. grew its stake in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 1.7% in the 4th quarter, Holdings Channel reports. The firm owned 6,781,075 shares of the company’s stock after acquiring an additional 113,212 shares during the quarter. Vanguard Group Inc. owned about 0.12% of Upbound Group worth $197,804,000 as […] - 2025-04-07 07:32:48
Upbound Group (NASDAQ:UPBD) versus Eshallgo (NASDAQ:EHGO) Head to Head Analysis: Upbound Group (NASDAQ:UPBD – Get Free Report) and Eshallgo (NASDAQ:EHGO – Get Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, valuation, profitability, dividends, risk and analyst recommendations. Profitability This table compares Upbound Group and Eshallgo’s […] - 2025-03-18 06:15:05

UPBD institutional holdings

The following institutional investment holdings of UPBD have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 36,787 USD 882,888 3.6%

2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 63,201 USD 1,516,824 3.6%

2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 2,249 USD 53,976 3.6%

Total = 102,237 USD 2,453,688
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	36,787	USD 882,888 3.6%
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	63,201	USD 1,516,824 3.6%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	2,249	USD 53,976 3.6%
Total =	102,237	USD 2,453,688

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