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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
CRM icon
51
Salesforce
CRM
$200B
$263M 0.44%
993,801
-293,329
-23% -$72.9M
MRK icon
52
Merck
MRK
$371B
$262M 0.44%
2,492,038
+2,131,343
+591% +$200M
TTE icon
53
TotalEnergies
TTE
$192B
$251M 0.42%
3,836,826
-5,418
-0.1% -$343K
ALNY icon
54
Alnylam Pharmaceuticals
ALNY
$31.4B
$250M 0.42%
628,063
+77,959
+14% +$34.5M
NGG icon
55
National Grid
NGG
$79.5B
$245M 0.41%
3,169,406
-35,430
-1% -$2.66M
UBER icon
56
Uber
UBER
$156B
$244M 0.41%
2,988,536
+1,483,942
+99% +$134M
BAC icon
57
Bank of America
BAC
$429B
$236M 0.39%
4,294,619
-230,868
-5% -$12.2M
MDB icon
58
MongoDB
MDB
$35.2B
$236M 0.39%
561,714
+254,101
+83% +$92.5M
QCOM icon
59
Qualcomm
QCOM
$173B
$235M 0.39%
1,373,441
+74,034
+6% +$12.7M
NTRA icon
60
Natera
NTRA
$49B
$233M 0.39%
1,019,195
+222,161
+28% +$46.3M
WEC icon
61
WEC Energy
WEC
$34.7B
$233M 0.39%
2,207,597
+173,977
+9% +$19.3M
ENB icon
62
Enbridge
ENB
$109B
$232M 0.39%
4,856,372
-31,039
-0.6% -$1.48M
VEEV icon
63
Veeva Systems
VEEV
$47.9B
$230M 0.38%
1,030,312
+345,051
+50% +$91.6M
KIM icon
64
Kimco Realty
KIM
$16B
$229M 0.38%
11,300,478
+650,614
+6% +$13.5M
COR icon
65
Cencora
COR
$61.6B
$229M 0.38%
677,710
-100,235
-13% -$34.2M
TXN icon
66
Texas Instruments
TXN
$240B
$229M 0.38%
1,317,815
+1,270,979
+2,714% +$218M
HBAN icon
67
Huntington Bancshares
HBAN
$34.1B
$228M 0.38%
13,128,116
-8,164,830
-38% -$134M
PODD icon
68
Insulet
PODD
$9.83B
$218M 0.36%
767,834
+67,210
+10% +$21M
SHOP icon
69
Shopify
SHOP
$199B
$215M 0.36%
1,334,162
-90,934
-6% -$14.6M
BTI icon
70
British American Tobacco
BTI
$122B
$214M 0.36%
3,777,292
-1,845
-0% -$101K
VRT icon
71
Vertiv
VRT
$101B
$210M 0.35%
1,296,865
+198,715
+18% +$34.5M
TT icon
72
Trane Technologies
TT
$100B
$208M 0.35%
533,766
-3,536
-0.7% -$1.46M
GH icon
73
Guardant Health
GH
$22.9B
$208M 0.35%
2,031,562
+255,193
+14% +$22.8M
RBLX icon
74
Roblox
RBLX
$27.3B
$207M 0.35%
2,558,670
-672,109
-21% -$71.4M
KMB icon
75
Kimberly-Clark
KMB
$36.4B
$206M 0.34%
2,042,970
-363,879
-15% -$39.8M
1 2
3
4 5

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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.