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Federated Hermes

Federated Hermes Portfolio holdings

AUM $69.6B
1-Year Est. Return 42.52%
This Fund
S&P 500
This Quarter Est. Return
+3.46%
1 Year Est. Return
+42.52%
3 Year Est. Return
+132.48%
5 Year Est. Return
+152.58%
10 Year Est. Return
+652.43%
AUM
$59.9B
AUM Growth
+$3.22B
Cap. Flow
+$2.93B
Cap. Flow %
4.9%
Top 10 Hldgs %
16.49%
Holding
2,255
New
142
Increased
870
Reduced
944
Closed
192

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$366M
2
PAYX icon
Paychex
PAYX
+$275M
3
DECK icon
Deckers Outdoor
DECK
+$233M
4
TXN icon
Texas Instruments
TXN
+$218M
5
MRK icon
Merck
MRK
+$200M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$202M
2
FLUT icon
Flutter Entertainment
FLUT
+$170M
3
DXCM icon
DexCom
DXCM
+$147M
4
NTNX icon
Nutanix
NTNX
+$135M
5
DASH icon
DoorDash
DASH
+$134M

Sector Composition

Rank Sector Weight
1 Technology 23.62%
2 Healthcare 15.45%
3 Financials 12.81%
4 Consumer Discretionary 11.46%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
701
Royal Bank of Canada
RY
$284B
$7.65M 0.01%
44,868
-499
-1% -$76.6K
HPQ icon
702
HP
HPQ
$27.1B
$7.59M 0.01%
340,702
+75,758
+29% +$1.93M
DK icon
703
Delek US
DK
$4.3B
$7.57M 0.01%
255,316
+87,485
+52% +$3.12M
GTX icon
704
Garrett Motion
GTX
$5.12B
$7.55M 0.01%
432,965
+312,130
+258% +$4.97M
BDN
705
Brandywine Realty Trust
BDN
$534M
$7.53M 0.01%
2,579,867
-37,006
-1% -$126K
ADTN icon
706
Adtran
ADTN
$635M
$7.53M 0.01%
866,431
+93,577
+12% +$812K
SGHC icon
707
SGHC Ltd
SGHC
$7.03B
$7.51M 0.01%
628,653
+245,404
+64% +$2.95M
CUBI icon
708
Customers Bancorp
CUBI
$2.67B
$7.49M 0.01%
102,485
+19,128
+23% +$1.31M
VISN
709
Vistance Networks Inc
VISN
$2.68B
$7.4M 0.01%
408,241
+311,588
+322% +$5.37M
SARO
710
StandardAero Inc
SARO
$8.3B
$7.37M 0.01%
256,800
-2,605,798
-91% -$71M
MCY icon
711
Mercury Insurance
MCY
$5.69B
$7.33M 0.01%
77,903
+21,428
+38% +$1.86M
EXLS icon
712
EXL Service
EXLS
$5.79B
$7.29M 0.01%
171,781
+137,897
+407% +$5.64M
TFX icon
713
Teleflex
TFX
$5.84B
$7.24M 0.01%
59,334
-355
-0.6% -$43K
SSTI icon
714
SoundThinking
SSTI
$83.2M
$7.23M 0.01%
900,000
-100,000
-10% -$872K
TBRG
715
DELISTED
TruBridge
TBRG
$7.21M 0.01%
326,876
+43,644
+15% +$914K
REAL icon
716
The RealReal
REAL
$1.33B
$7.13M 0.01%
452,146
+247,395
+121% +$3.23M
TALO icon
717
Talos Energy
TALO
$2.79B
$7.09M 0.01%
643,231
+616,951
+2,348% +$6.46M
JBS
718
JBS N.V.
JBS
$44.8B
$7.05M 0.01%
489,105
-287,941
-37% -$3.96M
ETOR
719
eToro Group
ETOR
$2.56B
$7.03M 0.01%
200,000
– –
CRUS icon
720
Cirrus Logic
CRUS
$5.56B
$6.98M 0.01%
58,890
+13,958
+31% +$1.72M
LOW icon
721
Lowe's Companies
LOW
$116B
$6.87M 0.01%
28,506
-2,285
-7% -$549K
ECL icon
722
Ecolab
ECL
$80.1B
$6.87M 0.01%
26,185
-2,535
-9% -$675K
IEMG icon
723
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$6.86M 0.01%
102,000
+16,722
+20% +$1.12M
KOD icon
724
Kodiak Sciences
KOD
$2.46B
$6.83M 0.01%
244,231
– –
AIP icon
725
Arteris
AIP
$1.16B
$6.78M 0.01%
437,608
+129,093
+42% +$1.87M
27 28
29
30 31

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Federated Hermes's Q4 2025 Portfolio in Review

As of Q4 2025, Federated Hermes held 2,255 positions worth $59.9B, up 5.7% from $56.6B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes deployed $2.93B of net new capital in Q4 2025, opening 142 new positions and adding to 870 existing holdings. Its largest new stake was Beta Technologies Inc: 1,075,413 shares worth $30.3M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $202M trimmed.

  • Federated Hermes's largest Q4 2025 buy was Beta Technologies Inc: 1,075,413 shares worth $30.3M.
  • Federated Hermes added most to Fiserv Inc in Q4 2025, an estimated $366M increase.
  • Federated Hermes's biggest Q4 2025 reduction was Johnson & Johnson, cutting an estimated $202M.
  • Federated Hermes fully exited Flutter Entertainment in Q4 2025, selling an estimated $170M.
  • Federated Hermes's ten largest holdings make up 16% of its $59.9B portfolio in Q4 2025.
  • Federated Hermes opened 142 new positions and closed 192 in Q4 2025.
  • Federated Hermes's portfolio value rose 5.7% quarter-over-quarter to $59.9B.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.