We are live on ! Find out more
Federated Hermes

Federated Hermes Portfolio holdings

AUM $61.5B
1-Year Est. Return 30.7%
This Fund
S&P 500
This Quarter Est. Return
+1.21%
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
$61.5B
AUM Growth
+$1.63B
Cap. Flow
+$3.27B
Cap. Flow %
5.33%
Top 10 Hldgs %
15.82%
Holding
2,192
New
128
Increased
942
Reduced
851
Closed
143

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$516M
2
AMT icon
American Tower
AMT
+$389M
3
PAYX icon
Paychex
PAYX
+$344M
4
UNH icon
UnitedHealth
UNH
+$305M
5
IT icon
Gartner
IT
+$304M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$475M
2
XOM icon
ExxonMobil
XOM
+$428M
3
AEP icon
American Electric Power
AEP
+$289M
4
GILD icon
Gilead Sciences
GILD
+$257M
5
AMGN icon
Amgen
AMGN
+$236M

Sector Composition

Rank Sector Weight
1 Technology 22.49%
2 Healthcare 14.06%
3 Industrials 11.95%
4 Financials 11.87%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
851
Jacobs Solutions
J
$16B
$3.78M 0.01%
29,692
-30,724
-51% -$4.18M
R icon
852
Ryder
R
$9.9B
$3.76M 0.01%
18,385
+4,831
+36% +$977K
HY icon
853
Hyster-Yale Materials Handling
HY
$576M
$3.76M 0.01%
115,609
-7,267
-6% -$249K
PCOR icon
854
Procore
PCOR
$7.57B
$3.73M 0.01%
65,460
+48,840
+294% +$2.89M
JAZZ icon
855
Jazz Pharmaceuticals
JAZZ
$16.1B
$3.72M 0.01%
19,667
+1,126
+6% +$197K
LFMD icon
856
LifeMD
LFMD
$176M
$3.68M 0.01%
1,019,077
+38,792
+4% +$134K
RCKT icon
857
Rocket Pharmaceuticals
RCKT
$343M
$3.67M 0.01%
1,023,747
+142,498
+16% +$566K
TDUP icon
858
ThredUp
TDUP
$765M
$3.65M 0.01%
1,111,947
+168,218
+18% +$780K
RSG icon
859
Republic Services
RSG
$67.4B
$3.63M 0.01%
16,579
-142
-0.8% -$31.1K
CVI icon
860
CVR Energy
CVI
$3.48B
$3.63M 0.01%
+107,752
New +$2.77M
NTCT icon
861
NETSCOUT
NTCT
$2.83B
$3.59M 0.01%
112,813
+7,824
+7% +$227K
BBWI icon
862
Bath & Body Works
BBWI
$3.97B
$3.58M 0.01%
191,484
-13,366
-7% -$289K
PLAB icon
863
Photronics
PLAB
$1.65B
$3.51M 0.01%
+86,881
New +$3.14M
WNC icon
864
Wabash National
WNC
$504M
$3.47M 0.01%
402,175
-235,377
-37% -$2.34M
PFBC icon
865
Preferred Bank
PFBC
$1.24B
$3.45M 0.01%
37,987
+1,184
+3% +$107K
TARS icon
866
Tarsus Pharmaceuticals
TARS
$2.55B
$3.44M 0.01%
49,094
-195
-0.4% -$13.6K
NDAQ icon
867
Nasdaq
NDAQ
$53.4B
$3.44M 0.01%
40,535
-13,532
-25% -$1.21M
ZGN icon
868
Zegna
ZGN
$4.01B
$3.37M 0.01%
323,370
+20,946
+7% +$217K
AVA icon
869
Avista
AVA
$3.43B
$3.36M 0.01%
83,728
+3,017
+4% +$122K
SDHC icon
870
Smith Douglas Homes
SDHC
$126M
$3.31M 0.01%
258,900
-268,400
-51% -$4.41M
BKD icon
871
Brookdale Senior Living
BKD
$3.55B
$3.27M 0.01%
+239,175
New +$3.35M
HCC icon
872
Warrior Met Coal
HCC
$4.17B
$3.21M 0.01%
34,497
+33,605
+3,767% +$3.03M
UIS icon
873
Unisys
UIS
$252M
$3.21M 0.01%
1,548,810
+54,255
+4% +$136K
CDP icon
874
COPT Defense Properties
CDP
$4.32B
$3.18M 0.01%
104,010
+16,155
+18% +$503K
CENX icon
875
Century Aluminum
CENX
$4.22B
$3.18M 0.01%
54,196
+3,764
+7% +$189K
33 34
35
36 37

Similar funds

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Federated Hermes's Q1 2026 Portfolio in Review

As of Q1 2026, Federated Hermes held 2,192 positions worth $61.5B, up 2.7% from $59.9B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Federated Hermes deployed $3.27B of net new capital in Q1 2026, opening 128 new positions and adding to 942 existing holdings. Its largest new stake was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.

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

On the sell side, the largest reduction was Johnson & Johnson, an estimated $475M trimmed.

  • Federated Hermes's largest Q1 2026 buy was EquipmentShare.com Inc: 1,549,176 shares worth $31.6M.
  • Federated Hermes added most to lululemon athletica in Q1 2026, an estimated $516M increase.
  • Federated Hermes's biggest Q1 2026 reduction was Johnson & Johnson, cutting an estimated $475M.
  • Federated Hermes fully exited CyberArk in Q1 2026, selling an estimated $81.2M.
  • Federated Hermes's ten largest holdings make up 16% of its $61.5B portfolio in Q1 2026.
  • Federated Hermes opened 128 new positions and closed 143 in Q1 2026.
  • Federated Hermes's portfolio value rose 2.7% quarter-over-quarter to $61.5B.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.