UBS Group
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UBS Group’s Helen of Troy HELE Stock Holding History

UBS Group’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-157,900
Closed -$15M – 9196
2023
Q1 		$15M Buy
+157,900
New +$16.9M 0.01% 1604

Other funds holding HELE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

UBS Group's HELE Position: Q3 2026 in Review

UBS Group reduced its Helen of Troy (HELE) stake by 26% in Q3 2026, selling an estimated $850K and leaving 85,892 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

UBS Group first reported a position in HELE in Q4 2014 and has held it in 48 quarters since. The position peaked at $14.1M in Q1 2019. 147 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • UBS Group held 85,892 shares of Helen of Troy worth $2.35M as of Q3 2026.
  • UBS Group sold 30,080 Helen of Troy shares in Q3 2026, an estimated $850K.
  • Helen of Troy made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4868 holding.
  • UBS Group first reported a position in Helen of Troy in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Helen of Troy position peaked at $14.1M in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.