UBS Group
HY icon

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

UBS 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
2026
Q1 		$1.26M Buy
38,799
+1,075
+3% +$36.9K ﹤0.01% 5359
2025
Q4 		$1.12M Sell
37,724
-4,567
-11% -$151K ﹤0.01% 5466
2025
Q3 		$1.56M Buy
42,291
+22,790
+117% +$889K ﹤0.01% 5195
2025
Q2 		$776K Buy
19,501
+6,370
+49% +$254K ﹤0.01% 5659
2025
Q1 		$545K Sell
13,131
-6,876
-34% -$342K ﹤0.01% 5782
2024
Q4 		$1.02M Buy
20,007
+7,198
+56% +$421K ﹤0.01% 5287
2024
Q3 		$817K Buy
12,809
+1,653
+15% +$108K ﹤0.01% 4832
2024
Q2 		$778K Sell
11,156
-8,068
-42% -$551K ﹤0.01% 4651
2024
Q1 		$1.23M Sell
19,224
-3,178
-14% -$204K ﹤0.01% 4427
2023
Q4 		$1.39M Buy
22,402
+8,461
+61% +$403K ﹤0.01% 4192
2023
Q3 		$621K Buy
13,941
+289
+2% +$13.4K ﹤0.01% 4490
2023
Q2 		$762K Buy
13,652
+1,637
+14% +$83.7K ﹤0.01% 4479
2023
Q1 		$599K Sell
12,015
-1,948
-14% -$71.4K ﹤0.01% 4553
2022
Q4 		$353K Sell
13,963
-5,914
-30% -$165K ﹤0.01% 4990
2022
Q3 		$428K Sell
19,877
-2,277
-10% -$71K ﹤0.01% 4479
2022
Q2 		$714K Sell
22,154
-366
-2% -$12.5K ﹤0.01% 3999
2022
Q1 		$748K Buy
22,520
+3,753
+20% +$148K ﹤0.01% 4374
2021
Q4 		$771K Sell
18,767
-820
-4% -$35.8K ﹤0.01% 4617
2021
Q3 		$984K Buy
19,587
+1,707
+10% +$105K ﹤0.01% 4210
2021
Q2 		$1.3M Sell
17,880
-6,668
-27% -$517K ﹤0.01% 3952
2021
Q1 		$2.14M Buy
24,548
+3,668
+18% +$321K ﹤0.01% 3498
2020
Q4 		$1.24M Buy
20,880
+17,187
+465% +$867K ﹤0.01% 3837
2020
Q3 		$137K Sell
3,693
-2,191
-37% -$86.3K ﹤0.01% 5013
2020
Q2 		$228K Buy
5,884
+862
+17% +$32.1K ﹤0.01% 4717
2020
Q1 		$201K Sell
5,022
-6,928
-58% -$349K ﹤0.01% 4723
2019
Q4 		$705K Buy
11,950
+4,377
+58% +$243K ﹤0.01% 4530
2019
Q3 		$414K Buy
7,573
+6,441
+569% +$358K ﹤0.01% 4715
2019
Q2 		$63K Sell
1,132
-730
-39% -$40.7K ﹤0.01% 5717
2019
Q1 		$116K Sell
1,862
-2,639
-59% -$179K ﹤0.01% 4961
2018
Q4 		$279K Buy
4,501
+719
+19% +$44.8K ﹤0.01% 4688
2018
Q3 		$233K Buy
3,782
+1,979
+110% +$125K ﹤0.01% 4945
2018
Q2 		$116K Buy
1,803
+340
+23% +$23.6K ﹤0.01% 5335
2018
Q1 		$102K Sell
1,463
-924
-39% -$73.1K ﹤0.01% 5207
2017
Q4 		$204K Sell
2,387
-656
-22% -$54K ﹤0.01% 4887
2017
Q3 		$233K Buy
3,043
+1,451
+91% +$102K ﹤0.01% 4745
2017
Q2 		$112K Sell
1,592
-444
-22% -$30.3K ﹤0.01% 5096
2017
Q1 		$114K Sell
2,036
-776
-28% -$47K ﹤0.01% 4995
2016
Q4 		$180K Sell
2,812
-568
-17% -$35K ﹤0.01% 4872
2016
Q3 		$203K Buy
3,380
+930
+38% +$52.7K ﹤0.01% 4538
2016
Q2 		$146K Buy
2,450
+753
+44% +$47.3K ﹤0.01% 4757
2016
Q1 		$113K Sell
1,697
-2,025
-54% -$115K ﹤0.01% 4881
2015
Q4 		$196K Sell
3,722
-25,141
-87% -$1.44M ﹤0.01% 4683
2015
Q3 		$1.67M Buy
28,863
+4,980
+21% +$318K ﹤0.01% 2905
2015
Q2 		$1.66M Buy
23,883
+21,630
+960% +$1.57M ﹤0.01% 3155
2015
Q1 		$166K Sell
2,253
-4,093
-64% -$277K ﹤0.01% 5019
2014
Q4 		$465K Buy
+6,346
New +$472K ﹤0.01% 4268

Other funds holding HY

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

UBS Group's HY Position: Q1 2026 in Review

UBS Group increased its Hyster-Yale Materials Handling (HY) stake by 2.8% in Q1 2026, buying an estimated $36.9K and bringing the position to 38,799 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #5359.

UBS Group first reported a position in HY in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.14M in Q1 2021. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • UBS Group held 38,799 shares of Hyster-Yale Materials Handling worth $1.26M as of Q1 2026.
  • UBS Group bought 1,075 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $36.9K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5359 holding.
  • UBS Group first reported a position in Hyster-Yale Materials Handling in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Hyster-Yale Materials Handling position peaked at $2.14M in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

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