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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
DELL icon
151
Dell
DELL
$243B
$96.4M 0.17%
679,787
-321,893
-32% -$41.8M
MDB icon
152
MongoDB
MDB
$26.2B
$95.5M 0.17%
307,613
+307,577
+854,381% +$79.1M
LLY icon
153
Eli Lilly
LLY
$1.09T
$94.8M 0.17%
124,290
-97,491
-44% -$72.5M
MELI icon
154
Mercado Libre
MELI
$94.9B
$94.1M 0.17%
40,278
-5,271
-12% -$12.7M
LYV icon
155
Live Nation Entertainment
LYV
$42.2B
$94.1M 0.17%
575,677
-180,672
-24% -$28.6M
OWL icon
156
Blue Owl Capital
OWL
$6.51B
$93.6M 0.17%
5,527,700
-350,000
-6% -$6.66M
HOOD icon
157
Robinhood
HOOD
$81.2B
$93.4M 0.16%
652,300
+588,343
+920% +$64.2M
TXRH icon
158
Texas Roadhouse
TXRH
$13.7B
$92.8M 0.16%
558,543
+2,672
+0.5% +$471K
AXP icon
159
American Express
AXP
$226B
$92.5M 0.16%
278,334
+67,770
+32% +$21.6M
NRG icon
160
NRG Energy
NRG
$26.2B
$92.4M 0.16%
570,423
-102,729
-15% -$16M
SNOW icon
161
Snowflake
SNOW
$100B
$92M 0.16%
408,037
+48,411
+13% +$10.4M
ARGX icon
162
argenx
ARGX
$55.1B
$91.6M 0.16%
124,224
+565
+0.5% +$373K
NVT icon
163
nVent Electric
NVT
$21.6B
$86.8M 0.15%
879,632
-6,286
-0.7% -$546K
ARCT icon
164
Arcturus Therapeutics
ARCT
$162M
$86.5M 0.15%
4,694,060
– –
JXN icon
165
Jackson Financial
JXN
$8.51B
$86.5M 0.15%
854,435
+51,494
+6% +$4.81M
CRH icon
166
CRH
CRH
$67.1B
$84.8M 0.15%
707,362
+100,330
+17% +$10.6M
SRAD icon
167
Sportradar
SRAD
$4.41B
$84.4M 0.15%
3,138,525
-156,740
-5% -$4.65M
LRCX icon
168
Lam Research
LRCX
$321B
$83.6M 0.15%
624,326
+307,292
+97% +$32.5M
NTAP icon
169
NetApp
NTAP
$34.2B
$83.6M 0.15%
705,356
-188,476
-21% -$21.1M
BWXT icon
170
BWX Technologies
BWXT
$14.7B
$82.7M 0.15%
448,562
-2,345
-0.5% -$377K
ARE icon
171
Alexandria Real Estate Equities
ARE
$9.42B
$82.6M 0.15%
991,232
+180,886
+22% +$14.5M
FOXA icon
172
Fox Class A
FOXA
$24.6B
$82.5M 0.15%
1,308,229
+27,912
+2% +$1.61M
ORCL icon
173
Oracle
ORCL
$343B
$81.9M 0.14%
291,312
+98,088
+51% +$25M
ATR icon
174
AptarGroup
ATR
$8.65B
$81.2M 0.14%
607,614
-676
-0.1% -$97.8K
UGI icon
175
UGI
UGI
$7.85B
$81M 0.14%
2,436,191
-696,556
-22% -$24.3M
5 6
7
8 9

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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.