Hyster-Yale, Inc.
US ˙ NYSE ˙ US4491721050

SecurityHY / Hyster-Yale, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership38,799 shares
Latest Disclosed Value $ 1,261,356
UBS Group AG reports 2.85% increase in ownership of HY / Hyster-Yale, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 38,799 shares of Hyster-Yale, Inc. (US:HY) valued at $1,261,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 37,724 shares of Hyster-Yale, Inc.. This represents a change in shares of 2.85% during the quarter. The current value of the position is $1,397,540 USD.

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.

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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)
2026-05-05 2026-03-31 13F HYSTER-YALE CL A 449172105 38,799 1,075 2.85 1,261 12.59 0.0002
2026-01-29 2025-12-31 13F HYSTER-YALE CL A 449172105 37,724 -4,567 -10.80 1,121 -28.11 0.0002
2025-11-13 2025-09-30 13F HYSTER-YALE CL A 449172105 42,291 22,790 116.87 1,559 101.03 0.0002
2025-08-14 2025-06-30 13F HYSTER-YALE CL A 449172105 19,501 6,370 48.51 776 42.20 0.0001
2025-05-13 2025-03-31 13F HYSTER-YALE CL A 449172105 13,131 -6,876 -34.37 545 -46.46 0.0001
2025-02-14 2024-12-31 13F HYSTER-YALE CL A 449172105 20,007 7,198 56.19 1,019 24.75 0.0002
2024-11-14 2024-09-30 13F HYSTER-YALE CL A 449172105 12,809 1,653 14.82 817 5.02 0.0002
2024-08-14 2024-06-30 13F HYSTER-YALE CL A 449172105 11,156 -8,068 -41.97 778 -36.98 0.0002
2024-05-13 2024-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 19,224 -3,178 -14.19 1,234 -11.49 0.0003
2024-02-09 2023-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 22,402 8,461 60.69 1,393 124.32 0.0004
2023-11-09 2023-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 13,941 289 2.12 621 -18.50 0.0002
2023-08-11 2023-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 13,652 1,637 13.62 762 27.21 0.0003
2023-05-12 2023-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 12,015 -1,948 -13.95 599 69.69 0.0002
2023-02-08 2022-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 13,963 -5,914 -29.75 353 -17.52 0.0001
2022-11-10 2022-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 19,877 -2,277 -10.28 428 -40.06 0.0002
2022-08-10 2022-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 22,154 -366 -1.63 714 -4.55 0.0003
2022-05-16 2022-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 22,520 3,753 20.00 748 -2.98 0.0002
2022-02-14 2021-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 18,767 -820 -4.19 771 -21.65 0.0002
2021-11-15 2021-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 19,587 1,707 9.55 984 -24.60 0.0003
2021-08-13 2021-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 17,880 -6,668 -27.16 1,305 -38.99 0.0004
2021-05-12 2021-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 24,548 3,668 17.57 2,139 71.95 0.0007
2021-02-11 2020-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 20,880 17,187 465.39 1,244 808.03 0.0004
2020-11-12 2020-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,693 -2,191 -37.24 137 -39.91 0.0001
2020-07-31 2020-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,884 862 17.16 228 13.43 0.0001
2020-05-01 2020-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 5,022 -6,928 -57.97 201 -71.49 0.0001
2020-02-14 2019-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 11,950 4,377 57.80 705 70.29 0.0002
2019-11-14 2019-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 7,573 6,441 568.99 414 557.14 0.0002
2019-08-14 2019-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,132 -730 -39.21 63 -45.69 0.0000
2019-05-14 2019-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,862 -2,639 -58.63 116 -58.42 0.0000
2019-02-14 2018-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 4,501 719 19.01 279 19.74 0.0001
2018-11-14 2018-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,782 1,979 109.76 233 100.86 0.0001
2018-08-14 2018-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,803 340 23.24 116 13.73 0.0001
2018-05-15 2018-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,463 -924 -38.71 102 -50.00 0.0000
2018-02-14 2017-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 2,387 -656 -21.56 204 -12.45 0.0001
2017-11-14 2017-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,043 1,451 91.14 233 108.04 0.0001
2017-11-14 2017-06-30 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 1,592 -444 -21.81 112 -1.75 0.0001
2017-08-14 2017-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,592 -444 112
2017-11-14 2017-03-31 13F/A-1 HYSTER YALE MATLS HANDLING I CL A 449172105 2,036 -776 -27.60 114 -36.67 0.0001
2017-05-12 2017-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 2,036 -776 114
2017-02-14 2016-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 2,812 -568 -16.80 180 -11.33 0.0001
2016-11-14 2016-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,380 930 37.96 203 39.04 0.0001
2016-08-12 2016-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 2,450 753 44.37 146 29.20 0.0001
2016-05-12 2016-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 1,697 -2,025 -54.41 113 -42.35 0.0001
2016-02-16 2015-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 3,722 -25,141 -87.10 196 -88.26 0.0001
2015-11-13 2015-09-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 28,863 4,980 20.85 1,669 0.85 0.0012
2015-08-14 2015-06-30 13F HYSTER YALE MATLS HANDLING I CL A 449172105 23,883 21,630 960.05 1,655 896.99 0.0011
2015-05-14 2015-03-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 2,253 -4,093 -64.50 166 -64.30 0.0001
2015-02-17 2014-12-31 13F HYSTER YALE MATLS HANDLING I CL A 449172105 6,346 6,346 465 0.0003
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.