ETF Holdings Breakdown of UPBD

UPBD institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	39,945	USD 976,256
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	52,418	USD 1,281,096
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	3,892	USD 95,120 1.9%
Total =		96,255	USD 2,352,472

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with UPBD

Upbound Group (NASDAQ:UPBD) Shares Gap Up on Analyst Upgrade

Shares of Upbound Group, Inc. (NASDAQ:UPBD – Get Free Report) gapped up before the market opened on Monday after Loop Capital upgraded the stock from a hold rating to a buy rating. The stock had previously closed at $25.02, but opened at $26.12. Loop Capital now has a $36.00 price target on the stock. Upbound […] - 2025-09-17 02:12:56

Upbound Group, Inc. (NASDAQ:UPBD) Shares Sold by Maryland State Retirement & Pension System

Maryland State Retirement & Pension System trimmed its holdings in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 9.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,929 shares of the company’s stock after selling 1,506 shares during the quarter. Maryland State Retirement […] - 2025-08-17 05:16:59

Upbound Group, Inc. (NASDAQ:UPBD) Receives $34.50 Consensus Price Target from Analysts

Shares of Upbound Group, Inc. (NASDAQ:UPBD – Get Free Report) have earned an average rating of “Moderate Buy” from the five ratings firms that are presently covering the stock, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold rating, two have given a buy rating and one has issued a […] - 2025-08-12 02:14:57

Kingsview Wealth Management LLC Buys Shares of 15,271 Upbound Group, Inc. (NASDAQ:UPBD)

Kingsview Wealth Management LLC bought a new stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 15,271 shares of the company’s stock, valued at approximately $366,000. A number of other large investors […] - 2025-07-23 06:06:51

Louisiana State Employees Retirement System Boosts Stock Position in Upbound Group, Inc. (NASDAQ:UPBD)

Louisiana State Employees Retirement System lifted its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,100 shares of the company’s stock after purchasing an additional 600 shares during the quarter. Louisiana […] - 2025-07-21 05:16:49

Nisa Investment Advisors LLC Sells 4,998 Shares of Upbound Group, Inc. (NASDAQ:UPBD)

Nisa Investment Advisors LLC reduced its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 30.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,545 shares of the company’s stock after selling 4,998 shares during the […] - 2025-07-17 05:53:57

Alps Advisors Inc. Has $340,000 Stock Position in Upbound Group, Inc. (NASDAQ:UPBD)

Alps Advisors Inc. decreased its position in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 3.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,173 shares of the company’s stock after selling 516 shares during the period. Alps Advisors […] - 2025-07-17 05:09:05

Illinois Municipal Retirement Fund Decreases Holdings in Upbound Group, Inc. (NASDAQ:UPBD)

Illinois Municipal Retirement Fund reduced its holdings in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,929 shares of the company’s stock after selling 569 shares during the period. […] - 2025-07-04 04:45:04

SG Americas Securities LLC Boosts Stock Holdings in Upbound Group, Inc. (NASDAQ:UPBD)

SG Americas Securities LLC boosted its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 209.8% during the 1st quarter, Holdings Channel reports. The firm owned 46,796 shares of the company’s stock after buying an additional 31,693 shares during the quarter. SG Americas Securities LLC’s holdings in Upbound Group were worth $1,121,000 at the […] - 2025-06-18 04:44:49

California State Teachers Retirement System Sells 474 Shares of Upbound Group, Inc. (NASDAQ:UPBD)

California State Teachers Retirement System cut its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 1.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,984 shares of the company’s stock after selling 474 shares during the period. California State […] - 2025-06-10 04:22:49

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 21,568 Shares of Upbound Group, Inc. (NASDAQ:UPBD)

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 18.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 140,151 shares of the company’s stock after purchasing […] - 2025-06-05 05:12:59

Tidal Investments LLC Makes New $522,000 Investment in Upbound Group, Inc. (NASDAQ:UPBD)

Tidal Investments LLC acquired a new position in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 17,900 shares of the company’s stock, valued at approximately $522,000. Other large investors also recently added to […] - 2025-05-29 05:10:51

Vident Advisory LLC Takes $480,000 Position in Upbound Group, Inc. (NASDAQ:UPBD)

Vident Advisory LLC acquired a new stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 16,444 shares of the company’s stock, valued at approximately $480,000. Other hedge funds have also recently bought and sold shares of the company. R Squared Ltd acquired a new position […] - 2025-05-28 05:26:49

ProShare Advisors LLC Has $469,000 Stake in Upbound Group, Inc. (NASDAQ:UPBD)

ProShare Advisors LLC lowered its position in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 27.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,071 shares of the company’s stock after selling 6,121 shares during the period. ProShare Advisors LLC’s holdings in […] - 2025-05-27 06:43:01

Upbound Group, Inc. (NASDAQ:UPBD) Stock Position Lifted by MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 30,515 shares of the company’s stock after buying an additional 1,122 shares during […] - 2025-05-27 04:47:02

Nuveen Asset Management LLC Decreases Holdings in Upbound Group, Inc. (NASDAQ:UPBD)

Nuveen Asset Management LLC cut its holdings in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 19.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 548,896 shares of the company’s stock after selling 134,532 shares during the quarter. Nuveen Asset Management LLC’s […] - 2025-05-26 04:54:59

Upbound Group, Inc. (NASDAQ:UPBD) Shares Acquired by Northern Trust Corp

Northern Trust Corp increased its holdings in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 22.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 653,053 shares of the company’s stock after buying an additional 117,926 shares during the period. Northern Trust Corp’s holdings in Upbound Group were worth $19,050,000 as of […] - 2025-05-14 05:54:51

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 04:58:57

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 04:51:00

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 02:16:42

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 04:32:53

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 04:35:04

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 04:11:08

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 05:19:02

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 04:57:09

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 05:54:53

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 04:37:06

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 04:18:55

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 04:32:48

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 04:15:05

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