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Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.7%
This Fund
S&P 500
This Quarter Est. Return
+9.79%
1 Year Est. Return
+30.7%
3 Year Est. Return
+96.89%
5 Year Est. Return
+121.97%
10 Year Est. Return
+542.41%
AUM
$56.6B
AUM Growth
+$3.52B
Cap. Flow
+$342M
Cap. Flow %
0.6%
Top 10 Hldgs %
16.17%
Holding
2,267
New
215
Increased
820
Reduced
965
Closed
154

Top Buys

Rank Stock Value
1
VIK icon
Viking Holdings
VIK
+$400M
2
ADBE icon
Adobe
ADBE
+$209M
3
FLUT icon
Flutter Entertainment
FLUT
+$196M
4
AMCR icon
Amcor
AMCR
+$180M
5
RCL icon
Royal Caribbean
RCL
+$160M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$536M
2
TER icon
Teradyne
TER
+$233M
3
MS icon
Morgan Stanley
MS
+$201M
4
SPOT icon
Spotify
SPOT
+$190M
5
APP icon
Applovin
APP
+$185M

Sector Composition

Rank Sector Weight
1 Technology 22.43%
2 Healthcare 14.79%
3 Financials 13.28%
4 Consumer Discretionary 11.27%
5 Industrials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FE icon
26
FirstEnergy
FE
$29B
$395M 0.7%
8,627,746
+1,738,779
+25% +$74.2M
ZS icon
27
Zscaler
ZS
$24.8B
$384M 0.68%
1,281,671
+109,688
+9% +$31.3M
HBAN icon
28
Huntington Bancshares
HBAN
$34.3B
$368M 0.65%
21,292,946
+956,933
+5% +$16.4M
PEP icon
29
PepsiCo
PEP
$198B
$366M 0.65%
2,607,881
+240,593
+10% +$34.4M
COST icon
30
Costco
COST
$433B
$345M 0.61%
372,984
-47,350
-11% -$45.4M
AMCR icon
31
Amcor
AMCR
$20.9B
$322M 0.57%
7,868,863
+4,010,595
+104% +$180M
ADBE icon
32
Adobe
ADBE
$105B
$317M 0.56%
898,408
+583,275
+185% +$209M
VLTO icon
33
Veralto
VLTO
$24.3B
$316M 0.56%
2,962,089
-5,778
-0.2% -$610K
CRM icon
34
Salesforce
CRM
$154B
$305M 0.54%
1,287,130
+592,587
+85% +$149M
XEL icon
35
Xcel Energy
XEL
$49.7B
$304M 0.54%
3,768,384
+1,168,655
+45% +$84.5M
KMB icon
36
Kimberly-Clark
KMB
$37.5B
$299M 0.53%
2,406,849
+823,656
+52% +$106M
PPL
37
PPL Corp
PPL
$27.5B
$298M 0.53%
8,011,124
-63,230
-0.8% -$2.27M
GILD icon
38
Gilead Sciences
GILD
$167B
$295M 0.52%
2,655,832
-324,814
-11% -$36.9M
EVRG icon
39
Evergy
EVRG
$19.6B
$281M 0.5%
3,702,734
+17,592
+0.5% +$1.25M
V icon
40
Visa
V
$707B
$281M 0.5%
823,262
+159,906
+24% +$55.3M
PWR icon
41
Quanta Services
PWR
$83.8B
$280M 0.49%
675,658
+26,743
+4% +$10.4M
FIX icon
42
Comfort Systems
FIX
$53.4B
$268M 0.47%
324,279
+26,335
+9% +$17.8M
NTNX icon
43
Nutanix
NTNX
$16.1B
$265M 0.47%
3,559,876
+344,076
+11% +$25.3M
ALNY icon
44
Alnylam Pharmaceuticals
ALNY
$38.5B
$251M 0.44%
550,104
+226,262
+70% +$92.1M
ENB icon
45
Enbridge
ENB
$121B
$247M 0.44%
4,887,411
-50,538
-1% -$2.38M
COR icon
46
Cencora
COR
$62.6B
$243M 0.43%
777,945
+89,289
+13% +$26.3M
AXON
47
Axon Enterprise
AXON
$44.1B
$239M 0.42%
333,716
+352
+0.1% +$267K
PLTR icon
48
Palantir
PLTR
$299B
$238M 0.42%
1,307,111
-3,307,411
-72% -$536M
BAC icon
49
Bank of America
BAC
$432B
$233M 0.41%
4,525,487
-406,958
-8% -$19.9M
WEC icon
50
WEC Energy
WEC
$36.6B
$233M 0.41%
2,033,620
+3,159
+0.2% +$342K
1
2
3 4 5

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Federated Hermes's Q3 2025 Portfolio in Review

As of Q3 2025, Federated Hermes held 2,267 positions worth $56.6B, up 6.6% from $53.1B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes's Q3 2025 filing shows 215 new, 820 increased, 965 reduced and 154 closed positions. Its largest new stake was Flutter Entertainment: 668,414 shares worth $170M. The largest sale was Palantir, an estimated $536M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Financials.

  • Federated Hermes's largest Q3 2025 buy was Flutter Entertainment: 668,414 shares worth $170M.
  • Federated Hermes added most to Viking Holdings in Q3 2025, an estimated $400M increase.
  • Federated Hermes's biggest Q3 2025 reduction was Palantir, cutting an estimated $536M.
  • Federated Hermes fully exited Verona Pharma in Q3 2025, selling an estimated $108M.
  • Federated Hermes's ten largest holdings make up 16% of its $56.6B portfolio in Q3 2025.
  • Federated Hermes opened 215 new positions and closed 154 in Q3 2025.
  • Federated Hermes's portfolio value rose 6.6% quarter-over-quarter to $56.6B.

Based on Federated Hermes's 13F filing for Q3 2025, filed 3 Nov 2025.