The Estée Lauder Companies Inc.
CH ˙ SWX ˙ US5184391044
SecurityCH:EL / The Estée Lauder Companies Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership275,311 shares
Latest Disclosed Value $ 19,759,071
Principal Financial Group Inc reports 1.50% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 275,311 shares of The Estée Lauder Companies Inc. (CH:EL) valued at $19,759,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 271,255 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 1.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 275,311 4,056 1.50 19,759 -30.44 0.0054
2026-02-02 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 271,255 19,129 7.59 28,406 27.85 0.0145
2025-11-04 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 252,126 -3,233 -1.27 22,217 7.68 0.0112
2025-08-08 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 255,359 -4,623 -1.78 20,633 20.25 0.0109
2025-04-28 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 259,982 -2,089 -0.80 17,159 -12.68 0.0096
2025-01-31 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 262,071 -945 -0.36 19,650 -25.06 0.0107
2024-10-31 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 263,016 -21,121 -7.43 26,220 -13.27 0.0144
2024-07-29 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 284,137 27,804 10.85 30,232 -23.49 0.0180
2024-04-29 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 256,333 962 0.38 39,514 5.80 0.0232
2024-02-07 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 255,371 -19,603 -7.13 37,348 -6.04 0.0238
2023-11-02 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 274,974 -2,528 -0.91 39,747 -27.06 0.0286
2023-08-07 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 277,502 -16,513 -5.62 54,496 -24.80 0.0372
2023-05-09 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 294,015 2,080 0.71 72,463 0.04 0.0518
2023-02-09 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 291,935 -9,804 -3.25 72,432 11.18 0.0545
2022-11-09 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 301,739 14,402 5.01 65,145 -10.97 0.0518
2022-08-10 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 287,337 4,811 1.70 73,176 -4.89 0.0541
2022-05-09 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 282,526 -354 -0.13 76,937 -26.53 0.0305
2022-05-09 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 266,892 72,680
2022-02-09 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 282,880 -6,738 -2.33 104,723 20.56 0.0625
2021-11-09 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 289,618 -1,761 -0.60 86,865 -6.28 0.0567
2021-08-10 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 291,379 8,409 2.97 92,682 12.61 0.0599
2021-05-10 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 282,970 -15,507 -5.20 82,302 3.59 0.0581
2021-02-23 2020-12-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 298,477 -18,187 -5.74 79,452 14.96 0.0588
2021-02-08 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 298,477 -18,187 79,452 31,257.6412
2020-11-06 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 316,664 -20,618 -6.11 69,112 8.60 0.0582
2020-08-05 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 337,282 20,755 6.56 63,638 26.18 0.0564
2020-05-12 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 316,527 1,533 0.49 50,436 -22.48 0.0558
2020-02-05 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 314,994 -7,046 -2.19 65,059 1.54 0.0542
2019-11-13 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 322,040 1,006 0.31 64,070 8.99 0.0565
2019-08-12 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 321,034 2,273 0.71 58,784 11.39 0.0529
2019-05-10 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 318,761 -5,149 -1.59 52,772 25.23 0.0492
2019-02-14 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 323,910 -10,231 -3.06 42,140 -13.22 0.0449
2018-11-14 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 334,141 6,088 1.86 48,557 3.73 0.0428
2018-08-13 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 328,053 -8,335 -2.48 46,810 -7.06 0.0430
2018-05-14 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 336,388 723 0.22 50,364 17.92 0.0484
2018-02-12 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 335,665 3,379 1.02 42,711 19.19 0.0393
2017-11-02 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 332,286 -9,820 -2.87 35,833 9.13 0.0347
2017-08-08 2017-06-30 13F LAUDER ESTEE COS CL A 518439104 342,106 18,558 5.74 32,835 19.69 0.0329
2017-05-11 2017-03-31 13F LAUDER ESTEE COS CL A 518439104 323,548 -6,339 -1.92 27,433 8.72 0.0330
2017-02-13 2016-12-31 13F LAUDER ESTEE COS CL A 518439104 329,887 11,834 3.72 25,233 -10.42 0.0320
2016-11-10 2016-09-30 13F LAUDER ESTEE COS CL A 518439104 318,053 4,331 1.38 28,167 -1.36 0.0372
2016-08-09 2016-06-30 13F LAUDER ESTEE COS CL A 518439104 313,722 -2,216 -0.70 28,555 -4.16 0.0398
2016-05-10 2016-03-31 13F LAUDER ESTEE COS CL A 518439104 315,938 -1,287 -0.41 29,796 6.66 0.0433
2016-02-09 2015-12-31 13F LAUDER ESTEE COS CL A 518439104 317,225 156 0.05 27,935 9.20 0.0415
2015-11-12 2015-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 317,069 18,193 6.09 25,581 -1.24 0.0402
2015-11-09 2015-09-30 13F LAUDER ESTEE COS CL A 518439104 317,069 25,581
2015-08-10 2015-06-30 13F LAUDER ESTEE COS CL A 518439104 298,876 8,971 3.09 25,901 7.43 0.0386
2015-05-14 2015-03-31 13F/A-1 LAUDER ESTEE COS CL A 518439104 289,905 -5,114 -1.73 24,109 7.24 0.0359
2015-05-12 2015-03-31 13F LAUDER ESTEE COS CL A 518439104 289,905 24,109
2015-02-12 2014-12-31 13F LAUDER ESTEE COS CL A 518439104 295,019 667 0.23 22,481 2.22 0.0349
2014-11-13 2014-09-30 13F LAUDER ESTEE COS CL A 518439104 294,352 -38,741 -11.63 21,993 -11.09 0.0373
2014-08-12 2014-06-30 13F LAUDER ESTEE COS CL A 518439104 333,093 7,089 2.17 24,736 13.45 0.0416
2014-05-13 2014-03-31 13F LAUDER ESTEE COS CL A 518439104 326,004 10,415 3.30 21,803 -8.28 0.0389
2014-02-12 2013-12-31 13F LAUDER ESTEE COS CL A 518439104 315,589 1,236 0.39 23,770 8.17 0.0444
2013-11-05 2013-09-30 13F LAUDER ESTEE COS CL A 518439104 314,353 23,086 7.93 21,974 14.70 0.0454
2013-08-12 2013-06-30 13F LAUDER ESTEE COS CL A 518439104 291,267 291,267 19,157 0.0424
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.