UBS Group
HELE icon

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 $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

UBS Group's HELE Position: Q1 2026 in Review

UBS Group reduced its Helen of Troy (HELE) stake by 89% in Q1 2026, selling an estimated $9.59M and leaving 68,650 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #5564.

UBS Group first reported a position in HELE in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.1M in Q1 2019. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • UBS Group held 68,650 shares of Helen of Troy worth $990K as of Q1 2026.
  • UBS Group sold 548,342 Helen of Troy shares in Q1 2026, an estimated $9.59M.
  • Helen of Troy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5564 holding.
  • UBS Group first reported a position in Helen of Troy in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Helen of Troy position peaked at $14.1M in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

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