UBS Group
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UBS Group’s Estee Lauder EL Stock Holding History

UBS Group’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 		$10M Sell
139,600
-34,900
-20% -$3.57M ﹤0.01% 3350
2025
Q4 		$18.3M Sell
174,500
-26,000
-13% -$2.52M ﹤0.01% 2669
2025
Q3 		$17.7M Sell
200,500
-317,700
-61% -$28.3M ﹤0.01% 2707
2025
Q2 		$41.9M Buy
518,200
+190,000
+58% +$12.2M 0.01% 1672
2025
Q1 		$21.7M Buy
328,200
+153,200
+88% +$11.1M ﹤0.01% 2235
2024
Q4 		$13.1M Sell
175,000
-5,000
-3% -$395K ﹤0.01% 2771
2024
Q3 		$17.9M Buy
180,000
+149,210
+485% +$14.1M ﹤0.01% 1916
2024
Q2 		$3.28M Sell
30,790
-410
-1% -$53.8K ﹤0.01% 3261
2024
Q1 		$4.81M Sell
31,200
-114,100
-79% -$16.2M ﹤0.01% 3015
2023
Q4 		$21.3M Buy
145,300
+93,900
+183% +$12.5M 0.01% 1547
2023
Q3 		$7.43M Sell
51,400
-50,700
-50% -$8.45M ﹤0.01% 2224
2023
Q2 		$20.1M Sell
102,100
-3,000
-3% -$636K 0.01% 1449
2023
Q1 		$25.9M Buy
105,100
+20,900
+25% +$5.31M 0.01% 1199
2022
Q4 		$20.9M Buy
84,200
+60,500
+255% +$13.5M 0.01% 1377
2022
Q3 		$5.12M Sell
23,700
-48,600
-67% -$12.4M ﹤0.01% 2326
2022
Q2 		$18.4M Buy
+72,300
New +$18.3M 0.01% 1370
2022
Q1 		– Sell
-77,500
Closed -$28.7M – 10401
2021
Q4 		$28.7M Hold
77,500
– – 0.01% 1329
2021
Q3 		$23.2M Sell
77,500
-15,200
-16% -$4.97M 0.01% 1384
2021
Q2 		$29.5M Buy
92,700
+15,200
+20% +$4.61M 0.01% 1191
2021
Q1 		$22.5M Sell
77,500
-17,500
-18% -$4.79M 0.01% 1359
2020
Q4 		$25.3M Buy
95,000
+12,500
+15% +$3.01M 0.01% 1194
2020
Q3 		$18M Buy
82,500
+32,500
+65% +$6.69M 0.01% 1246
2020
Q2 		$9.43M Sell
50,000
-13,700
-22% -$2.45M ﹤0.01% 1553
2020
Q1 		$10.2M Sell
63,700
-21,500
-25% -$4.15M ﹤0.01% 1402
2019
Q4 		$17.6M Buy
85,200
+25,100
+42% +$4.88M 0.01% 1468
2019
Q3 		$12M Sell
60,100
-100
-0.2% -$19.1K ﹤0.01% 1624
2019
Q2 		$11M Buy
60,200
+15,100
+33% +$2.58M ﹤0.01% 1663
2019
Q1 		$7.47M Sell
45,100
-200
-0.4% -$29.4K ﹤0.01% 1896
2018
Q4 		$5.89M Buy
+45,300
New +$6.15M ﹤0.01% 2010
2018
Q2 		– Sell
-1,800
Closed -$270K – 8046
2018
Q1 		$270K Sell
1,800
-300
-14% -$41.5K ﹤0.01% 4585
2017
Q4 		$267K Sell
2,100
-37,900
-95% -$4.55M ﹤0.01% 4722
2017
Q3 		$4.31M Buy
40,000
+19,000
+90% +$1.95M ﹤0.01% 2348
2017
Q2 		$2.02M Sell
21,000
-19,200
-48% -$1.76M ﹤0.01% 3003
2017
Q1 		$3.41M Buy
40,200
+39,200
+3,920% +$3.24M ﹤0.01% 2437
2016
Q4 		$76K Sell
1,000
-500
-33% -$40.6K ﹤0.01% 5486
2016
Q3 		$133K Buy
+1,500
New +$137K ﹤0.01% 4817
2016
Q1 		– Sell
-200
Closed -$18K – 7756
2015
Q4 		$18K Hold
200
– – ﹤0.01% 6853
2015
Q3 		$16K Hold
200
– – ﹤0.01% 6900
2015
Q2 		$17K Sell
200
-40,200
-100% -$3.47M ﹤0.01% 7019
2015
Q1 		$3.36M Sell
40,400
-41,600
-51% -$3.27M ﹤0.01% 2432
2014
Q4 		$6.25M Buy
+82,000
New +$6.06M ﹤0.01% 1889

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 Group's EL Position: Q1 2026 in Review

UBS Group increased its Estee Lauder (EL) stake by 39% in Q1 2026, buying an estimated $44.1M and bringing the position to 1,539,166 shares worth $110M. The position accounts for 0.02% of the portfolio, ranked #975.

UBS Group first reported a position in EL in Q4 2014 and has held it in 46 quarters since. The position peaked at $546M in Q4 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • UBS Group held 1,539,166 shares of Estee Lauder worth $110M as of Q1 2026.
  • UBS Group bought 431,364 Estee Lauder shares in Q1 2026, an estimated $44.1M.
  • Estee Lauder made up 0.02% of UBS Group's portfolio in Q1 2026, its #975 holding.
  • UBS Group first reported a position in Estee Lauder in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Estee Lauder position peaked at $546M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.