UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

UPBD — Upbound Group, Inc.

Top Portfolio Positions

3,044 positions · $457,779,741,593 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.58%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.85%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.16%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.36%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.84%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.64%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.60%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.58%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.42%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.20%

52 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,301,840	127,526	+1.0%	Shares	Defined	2026-05-13
2025-12-31	$2,217,771	126,297	+15.0%	Shares	Defined	2026-02-13
2025-09-30	$2,594,924	109,815	-43.3%	Shares	Other	2025-11-14
2025-06-30	$4,864,829	193,818	+39.9%	Shares	Defined	2025-08-14
2025-03-31	$3,320,590	138,589	-1.1%	Shares	Defined	2025-05-19
2024-12-31	$4,088,202	140,151	+18.2%	Shares	Defined	2025-02-14
2024-09-30	$3,793,467	118,583	+350.7%	Shares	Defined	2024-11-14
2024-06-30	$807,655	26,308	-58.6%	Shares	Sole	2024-08-14
2024-03-31	$2,236,501	63,519	-0.4%	Shares	Defined	2024-05-15
2023-12-31	$2,166,875	63,788	-4.5%	Shares	Defined	2024-02-14
2023-09-30	$1,966,080	66,760	-13.1%	Shares	Defined	2023-11-13
2023-06-30	$2,392,120	76,843	0.0%	Shares	Defined	2023-08-11
2023-03-31	$1,883,420	76,843	+6.3%	Shares	Defined	2023-05-15
2022-12-31	$1,630,859	72,322	+2.0%	Shares	Defined	2023-02-14
2022-09-30	$1,241,669	70,912	-3.1%	Shares	Defined	2022-11-14
2022-06-30	$1,423,351	73,180	-11.6%	Shares	Defined	2022-08-12
2022-03-31	$2,084,321	82,744	+7.0%	Shares	Defined	2022-05-16
2021-12-31	$3,715,461	77,341	+4.0%	Shares	Defined	2022-02-14
2021-09-30	$4,178,145	74,331	+26.8%	Shares	Defined	2021-11-15
2021-06-30	$3,111,600	58,632	+29.3%	Shares	Defined	2021-08-16
2021-03-31	$2,613,958	45,334	-2.2%	Shares	Defined	2021-05-14
2020-12-31	$1,775,009	46,357	0.0%	Shares	Defined	2021-02-17
2020-09-30	$1,385,610	46,357	-7.5%	Shares	Defined	2020-11-13
2020-06-30	$1,393,503	50,090	+7.3%	Shares	Defined	2020-08-14
2020-03-31	$660,055	46,680	—	Shares	Defined	2020-05-15
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