Position in EL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$158,235,771
+$47,769,832 QoQ
Shares Held
2,004,253
+30.2% QoQ
Ownership
0.554%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 827 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Derivatives in EL
reported options exposure · as of Jun 30, 2026CallValue
$1,901,431
CallShares
24,084
PutValue
$8,045,005
PutShares
101,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026UBS Group AG holds $3,526,459,412 across 29 Household & Personal Products names. EL ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,186,041 | $1,640,321,048 | |
| 2 | KMB |
Kimberly Clark Corp
|
4,632,915 | $508,555,077 | |
| 3 | CL |
Colgate Palmolive Co
|
4,091,627 | $375,120,362 | |
| 4 | KVUE |
Kenvue Inc.
|
13,556,452 | $259,063,795 | |
| 5 | CLX |
Clorox Co /De/
|
1,980,435 | $189,012,715 | |
| 6 | EL |
Estee Lauder Companies Inc
This page
|
2,004,253 | $158,235,771 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
1,530,255 | $148,251,102 | |
| 8 | UL |
Unilever PLC
|
927,430 | $55,757,090 |
All Filings in EL
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,235,771 | 2,004,253 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $8,045,005 | 101,900 | Put | Defined | 2026-08-13 | |
| 2026-06-30 | $1,901,431 | 24,084 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $3,522,758 | 49,084 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $10,019,092 | 139,600 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $110,465,939 | 1,539,166 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $23,866,525 | 227,908 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $116,009,022 | 1,107,802 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $18,273,640 | 174,500 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $17,668,060 | 200,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $147,350,207 | 1,672,154 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $50,475,840 | 572,808 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $238,366,138 | 2,950,076 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $50,502,424 | 625,030 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $41,870,560 | 518,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $21,661,200 | 328,200 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $238,551,060 | 3,614,410 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $24,247,080 | 367,380 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $128,515,116 | 1,713,992 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $26,562,714 | 354,264 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $13,121,500 | 175,000 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $142,556,594 | 1,429,999 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $14,928,577 | 149,750 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $17,944,200 | 180,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $159,860,676 | 1,502,450 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,271,800 | 30,750 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $3,276,056 | 30,790 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $145,412,775 | 943,320 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $4,809,480 | 31,200 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $6,981,145 | 45,288 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $21,250,125 | 145,300 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $30,127,500 | 206,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $113,223,821 | 774,180 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $29,260,389 | 202,424 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $7,429,870 | 51,400 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $115,370,554 | 798,136 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $276,570,983 | 1,408,346 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $20,050,398 | 102,100 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $35,176,371 | 179,124 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $25,902,946 | 105,100 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $28,540,068 | 115,800 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $339,036,041 | 1,375,623 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,413,060 | 46,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $331,254,385 | 1,335,111 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $20,890,862 | 84,200 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $1,619,250 | 7,500 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $5,116,830 | 23,700 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $264,636,613 | 1,225,737 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,665,567 | 30,100 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $18,412,641 | 72,300 | Put | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||