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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's HELE Position: Q2 2026 in Review

UBS Group increased its Helen of Troy (HELE) stake by 69% in Q2 2026, buying an estimated $1.12M and bringing the position to 115,972 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4586.

UBS Group first reported a position in HELE in Q4 2014 and has held it in 47 quarters since. The position peaked at $14.1M in Q1 2019. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • UBS Group held 115,972 shares of Helen of Troy worth $3.37M as of Q2 2026.
  • UBS Group bought 47,322 Helen of Troy shares in Q2 2026, an estimated $1.12M.
  • Helen of Troy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4586 holding.
  • UBS Group first reported a position in Helen of Troy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Helen of Troy position peaked at $14.1M in Q1 2019.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.