Principal Financial Group
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Principal Financial Group’s Hyster-Yale Materials Handling HY Stock Holding History

Principal Financial Group’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,568
Closed -$301K – 2292
2025
Q2 		$301K Sell
7,568
-2,651
-26% -$106K ﹤0.01% 2066
2025
Q1 		$424K Buy
10,219
+127
+1% +$6.32K ﹤0.01% 1951
2024
Q4 		$514K Buy
10,092
+972
+11% +$56.8K ﹤0.01% 1959
2024
Q3 		$582K Buy
+9,120
New +$595K ﹤0.01% 1918
2014
Q2 		– Sell
-3,321
Closed -$324K – 2264
2014
Q1 		$324K Sell
3,321
-32
-1% -$3.01K ﹤0.01% 1966
2013
Q4 		$312K Hold
3,353
– – ﹤0.01% 1987
2013
Q3 		$301K Sell
3,353
-221
-6% -$16.9K ﹤0.01% 1960
2013
Q2 		$224K Buy
+3,574
New +$210K ﹤0.01% 2034

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Principal Financial Group's HY Position: Q3 2025 in Review

Principal Financial Group sold out of Hyster-Yale Materials Handling (HY) in Q3 2025, closing a stake of 7,568 shares — an estimated $301K sold.

Principal Financial Group first reported a position in HY in Q2 2013 and held it in 8 quarters. The position peaked at $582K in Q3 2024. 157 funds tracked by Wall St. Rank hold HY as of Q3 2025.

  • Principal Financial Group reported no remaining Hyster-Yale Materials Handling position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 7,568 Hyster-Yale Materials Handling shares in Q3 2025, an estimated $301K.
  • Principal Financial Group first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 8 quarters.
  • Principal Financial Group's Hyster-Yale Materials Handling position peaked at $582K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.