Principal Financial Group
HY icon

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 $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return