Position in NWL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$28,281,144
+$11,028,932 QoQ
Shares Held
8,245,232
+77.8% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Derivatives in NWL
reported options exposure · as of Dec 31, 2025CallValue
$1,599,600
CallShares
430,000
PutValue
$0
PutShares
0
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 Mar 31, 2026UBS Group AG holds $3,394,646,458 across 30 Household & Personal Products names. NWL ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,805,617 | $1,705,203,316 | |
| 2 | CL |
Colgate Palmolive Co
|
4,614,605 | $393,302,781 | |
| 3 | KMB |
Kimberly Clark Corp
|
3,846,142 | $371,037,317 | |
| 4 | KVUE |
Kenvue Inc.
|
20,763,700 | $357,966,184 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,648,130 | $153,803,490 | |
| 6 | EL |
Estee Lauder Companies Inc
|
1,539,166 | $110,465,939 | |
| 7 | CLX |
Clorox Co /De/
|
914,364 | $94,755,539 | |
| 8 | UL |
Unilever PLC
|
921,720 | $52,510,386 |
All Filings in NWL
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,281,144 | 8,245,232 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,599,600 | 430,000 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $17,252,212 | 4,637,692 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $15,661,510 | 2,988,838 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,092,988 | 4,646,850 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,034,222 | 3,070,036 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $199,200 | 20,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $36,325,483 | 3,647,137 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,740,852 | 1,138,132 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,778,711 | 1,369,534 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,423,918 | 1,173,589 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,651,567 | 881,517 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,622,007 | 1,176,302 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $10,019,520 | 1,151,669 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $1,315,440 | 151,200 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $11,197,903 | 900,153 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,903,320 | 153,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,921,452 | 146,900 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $9,831,201 | 751,621 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $628,133 | 45,222 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $10,895,537 | 784,416 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $23,698,782 | 1,244,684 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $28,167,830 | 1,315,639 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,555,831 | 849,626 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $50,232 | 2,300 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $16,996,743 | 767,694 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $50,922 | 2,300 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $54,940 | 2,000 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $15,271,231 | 555,924 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,966,224 | 521,517 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $53,560 | 2,000 | Put | Defined | 2021-05-12 | |
| 2020-12-31 | $17,933,256 | 844,713 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $38,214 | 1,800 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $16,223,372 | 945,418 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,694,830 | 673,478 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $13,862,593 | 1,043,870 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $166,000 | 12,500 | Call | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||