MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

UPBD — Upbound Group, Inc.

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in UPBD

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,146,162	783,721	-3.1%	Shares	Defined	2026-05-15
2025-12-31	$14,195,096	808,377	+5.2%	Shares	Defined	2026-05-27
2025-09-30	$18,159,250	768,483	-4.5%	Shares	Defined	2026-05-27
2025-06-30	$20,193,799	804,534	+50.8%	Shares	Defined	2025-08-15
2025-03-31	$12,785,483	533,618	-12.9%	Shares	Defined	2025-05-15
2024-12-31	$17,864,812	612,438	-3.1%	Shares	Defined	2025-05-15
2024-09-30	$20,225,896	632,257	-3.8%	Shares	Defined	2025-05-14
2024-06-30	$20,177,293	657,241	+27.6%	Shares	Defined	2025-05-14
2024-03-31	$18,133,322	515,005	-8.1%	Shares	Defined	2024-10-17
2023-12-31	$19,026,999	560,112	+35.8%	Shares	Defined	2024-08-16
2023-09-30	$12,150,975	412,597	-20.4%	Shares	Defined	2023-11-15
2023-06-30	$16,132,807	518,240	+25.8%	Shares	Defined	2023-08-14
2023-03-31	$10,093,264	411,802	+0.3%	Shares	Defined	2023-05-15
2022-12-31	$9,261,124	410,693	-32.0%	Shares	Defined	2023-02-14
2022-09-30	$10,571,764	603,756	+5.7%	Shares	Defined	2022-11-14
2022-06-30	$11,110,924	571,256	+8.5%	Shares	Defined	2022-10-27
2022-03-31	$13,260,893	526,435	+36.2%	Shares	Defined	2022-10-27
2021-12-31	$18,573,222	386,620	-22.7%	Shares	Defined	2022-02-14
2021-09-30	$28,130,629	500,456	+14.6%	Shares	Defined	2021-11-15
2021-06-30	$23,170,466	436,602	+22.3%	Shares	Defined	2021-08-23
2021-03-31	$20,581,214	356,941	-24.9%	Shares	Defined	2021-05-17
2020-12-31	$18,188,015	475,007	+1.2%	Shares	Defined	2021-02-16
2020-09-30	$14,035,744	469,580	+106.1%	Shares	Defined	2020-11-13
2020-06-30	$6,339,534	227,877	+38.5%	Shares	Defined	2020-08-14
2020-03-31	$2,326,382	164,525	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.