Position in HELE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,371,305
+$2,381,374 QoQ
Shares Held
115,972
+68.9% QoQ
Ownership
0.498%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Derivatives in HELE
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$15,027,343
PutShares
157,900
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. HELE ranks #17 (0.1% 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
|
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 HELE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,371,305 | 115,972 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $989,931 | 68,650 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $13,111,078 | 616,992 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,199,417 | 126,961 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,776,498 | 97,833 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,268,113 | 135,878 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,102,112 | 202,275 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,903,510 | 111,617 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,228,526 | 77,944 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,195,887 | 36,410 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,658,237 | 13,726 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $217,617 | 1,867 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $223,600 | 2,070 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,027,343 | 157,900 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $520,484 | 5,469 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,511,368 | 13,627 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $212,939 | 2,208 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $567,460 | 3,494 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $705,023 | 3,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,202,076 | 21,279 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,359,364 | 10,501 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,384,537 | 10,453 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,445,554 | 16,356 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,637,250 | 16,370 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,756,005 | 45,246 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,726,577 | 14,460 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,339,622 | 9,301 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||