UBS AM
EL icon

UBS AM’s Estee Lauder EL Stock Holding History

UBS AM’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158M Sell
2,194,574
-44,647
-2% -$4.56M 0.03% 426
2025
Q4 		$234M Sell
2,239,221
-159,773
-7% -$15.5M 0.05% 323
2025
Q3 		$211M Sell
2,398,994
-821,700
-26% -$73.2M 0.05% 342
2025
Q2 		$260M Buy
3,220,694
+792,677
+33% +$51M 0.05% 336
2025
Q1 		$160M Buy
2,428,017
+409,249
+20% +$29.6M 0.04% 423
2024
Q4 		$151M Sell
2,018,768
-86,225
-4% -$6.81M 0.04% 428
2024
Q3 		$210M Sell
2,104,993
-31,351
-1% -$2.97M 0.05% 333
2024
Q2 		$227M Buy
2,136,344
+267,546
+14% +$35.1M 0.07% 273
2024
Q1 		$288M Buy
1,868,798
+167,658
+10% +$23.8M 0.1% 196
2023
Q4 		$249M Buy
1,701,140
+358,930
+27% +$47.6M 0.1% 215
2023
Q3 		$194M Buy
1,342,210
+162,557
+14% +$27.1M 0.09% 244
2023
Q2 		$291M Hold
1,179,653
– – 0.14% 151
2023
Q1 		$291M Buy
1,179,653
+64,053
+6% +$16.3M 0.14% 151
2022
Q4 		$277M Sell
1,115,600
-58,739
-5% -$13.1M 0.15% 169
2022
Q3 		$254M Sell
1,174,339
-276,460
-19% -$70.6M 0.14% 154
2022
Q2 		$369M Sell
1,450,799
-85,154
-6% -$21.6M 0.19% 105
2022
Q1 		$418M Sell
1,535,953
-464,665
-23% -$140M 0.18% 112
2021
Q4 		$741M Buy
2,000,618
+223,715
+13% +$75.9M 0.28% 70
2021
Q3 		$533M Buy
1,776,903
+20,231
+1% +$6.61M 0.22% 97
2021
Q2 		$559M Buy
1,756,672
+884,410
+101% +$268M 0.24% 80
2021
Q1 		$254M Buy
872,262
+29,747
+4% +$8.14M 0.11% 192
2020
Q4 		$224M Sell
842,515
-100,226
-11% -$24.1M 0.11% 199
2020
Q3 		$206M Buy
942,741
+32,088
+4% +$6.6M 0.11% 173
2020
Q2 		$172M Sell
910,653
-69,342
-7% -$12.4M 0.11% 198
2020
Q1 		$156M Buy
979,995
+67,693
+7% +$13.1M 0.11% 188
2019
Q4 		$188M Sell
912,302
-22,695
-2% -$4.41M 0.12% 189
2019
Q3 		$186M Sell
934,997
-146,229
-14% -$28M 0.13% 175
2019
Q2 		$198M Sell
1,081,226
-110,273
-9% -$18.8M 0.14% 146
2019
Q1 		$197M Sell
1,191,499
-49,627
-4% -$7.29M 0.15% 148
2018
Q4 		$161M Sell
1,241,126
-61,385
-5% -$8.34M 0.14% 160
2018
Q3 		$189M Sell
1,302,511
-48,403
-4% -$6.72M 0.14% 160
2018
Q2 		$193M Buy
1,350,914
+114,590
+9% +$17M 0.15% 155
2018
Q1 		$185M Buy
1,236,324
+121,711
+11% +$16.9M 0.15% 157
2017
Q4 		$142M Sell
1,114,613
-158,928
-12% -$19.1M 0.12% 191
2017
Q3 		$137M Buy
1,273,541
+11,166
+0.9% +$1.15M 0.13% 177
2017
Q2 		$121M Sell
1,262,375
-70,835
-5% -$6.5M 0.12% 204
2017
Q1 		$113M Sell
1,333,210
-424,551
-24% -$35.1M 0.12% 204
2016
Q4 		$134M Sell
1,757,761
-955,360
-35% -$77.7M 0.15% 150
2016
Q3 		$240M Sell
2,713,121
-115,141
-4% -$10.5M 0.26% 84
2016
Q2 		$257M Sell
2,828,262
-479,709
-15% -$44.8M 0.29% 75
2016
Q1 		$312M Sell
3,307,971
-103,483
-3% -$9.22M 0.36% 59
2015
Q4 		$300M Buy
3,411,454
+30,449
+0.9% +$2.59M 0.34% 63
2015
Q3 		$273M Sell
3,381,005
-126,553
-4% -$10.6M 0.3% 74
2015
Q2 		$304M Sell
3,507,558
-43,993
-1% -$3.79M 0.29% 77
2015
Q1 		$295M Sell
3,551,551
-157,556
-4% -$12.4M 0.28% 77
2014
Q4 		$283M Buy
3,709,107
+64,914
+2% +$4.79M 0.27% 84
2014
Q3 		$272M Buy
3,644,193
+486,524
+15% +$36.6M 0.27% 84
2014
Q2 		$234M Sell
3,157,669
-858,311
-21% -$63.1M 0.24% 100
2014
Q1 		$269M Buy
4,015,980
+324,743
+9% +$22.6M 0.29% 79
2013
Q4 		$278M Sell
3,691,237
-614,750
-14% -$44.5M 0.32% 72
2013
Q3 		$301M Sell
4,305,987
-302,792
-7% -$20.5M 0.37% 61
2013
Q2 		$303M Buy
+4,608,779
New +$314M 0.39% 53

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

UBS AM's EL Position: Q1 2026 in Review

UBS AM reduced its Estee Lauder (EL) stake by 2% in Q1 2026, selling an estimated $4.56M and leaving 2,194,574 shares worth $158M. The position accounts for 0.03% of the portfolio, ranked #426.

UBS AM first reported a position in EL in Q2 2013 and has held it in 52 quarters since. The position peaked at $741M in Q4 2021. 833 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • UBS AM held 2,194,574 shares of Estee Lauder worth $158M as of Q1 2026.
  • UBS AM sold 44,647 Estee Lauder shares in Q1 2026, an estimated $4.56M.
  • Estee Lauder made up 0.03% of UBS AM's portfolio in Q1 2026, its #426 holding.
  • UBS AM first reported a position in Estee Lauder in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's Estee Lauder position peaked at $741M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.