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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
HLNE icon
126
Hamilton Lane
HLNE
$3.87B
$114M 0.2%
845,837
-51,109
-6% -$7.71M
PRU icon
127
Prudential Financial
PRU
$42.6B
$114M 0.2%
1,095,031
+7,526
+0.7% +$792K
COF icon
128
Capital One
COF
$128B
$113M 0.2%
533,369
-23,990
-4% -$5.25M
AMT icon
129
American Tower
AMT
$83.9B
$113M 0.2%
585,241
-40,704
-7% -$8.48M
ETN icon
130
Eaton
ETN
$141B
$112M 0.2%
299,770
-87,083
-23% -$31.7M
P
131
Everpure Inc
P
$23.1B
$112M 0.2%
1,333,520
-10,138
-0.8% -$674K
GH icon
132
Guardant Health
GH
$19.1B
$111M 0.2%
1,776,369
+310,931
+21% +$16.9M
WING icon
133
Wingstop
WING
$3.79B
$111M 0.2%
440,798
-28,964
-6% -$9M
EQH icon
134
Equitable Holdings
EQH
$13.2B
$110M 0.19%
2,169,090
-69,297
-3% -$3.67M
EXP icon
135
Eagle Materials
EXP
$6.48B
$108M 0.19%
463,693
+2,772
+0.6% +$628K
BBY icon
136
Best Buy
BBY
$19B
$108M 0.19%
1,422,972
-2,797
-0.2% -$201K
HALO icon
137
Halozyme
HALO
$9.88B
$106M 0.19%
1,450,704
+1,082,638
+294% +$71.9M
C icon
138
Citigroup
C
$213B
$105M 0.19%
1,034,947
+631,799
+157% +$60M
AEM icon
139
Agnico Eagle Mines
AEM
$72.1B
$104M 0.18%
616,450
-278
-0% -$38.2K
SFM icon
140
Sprouts Farmers Market
SFM
$7.42B
$101M 0.18%
928,668
+439,425
+90% +$63.9M
CVNA icon
141
Carvana
CVNA
$47.4B
$100M 0.18%
1,329,605
+738,415
+125% +$52.8M
CYBR
142
DELISTED
CyberArk
CYBR
$100M 0.18%
207,117
-107,498
-34% -$46.1M
ALGN icon
143
Align Technology
ALGN
$12.8B
$99.7M 0.18%
795,980
-130,753
-14% -$20.5M
ALL icon
144
Allstate
ALL
$70.5B
$99.5M 0.18%
463,383
-74,113
-14% -$15M
PATH icon
145
UiPath
PATH
$6.5B
$99.4M 0.18%
7,427,722
-620,599
-8% -$7.34M
WMB icon
146
Williams Companies
WMB
$85.8B
$98.9M 0.17%
1,561,784
+181,669
+13% +$10.7M
DDOG icon
147
Datadog
DDOG
$93.8B
$98.9M 0.17%
694,470
+231,699
+50% +$31.9M
MS icon
148
Morgan Stanley
MS
$320B
$97.3M 0.17%
611,838
-1,358,732
-69% -$201M
SPGI icon
149
S&P Global
SPGI
$124B
$97M 0.17%
199,220
-2,384
-1% -$1.28M
JEF icon
150
Jefferies Financial Group
JEF
$12.6B
$97M 0.17%
1,481,993
+532,923
+56% +$32.5M
4 5
6
7 8

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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.