UBS Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.7M | Sell |
302,296
-86,189
| -22% | -$4.87M | ﹤0.01% | 2884 |
|
|
2026
Q1 | $22M | Sell |
388,485
-595,569
| -61% | -$32.6M | ﹤0.01% | 2488 |
|
|
2025
Q4 | $51.2M | Buy |
984,054
+74,438
| +8% | +$3.78M | 0.01% | 1605 |
|
|
2025
Q3 | $47.2M | Sell |
909,616
-440,579
| -33% | -$22.3M | 0.01% | 1687 |
|
|
2025
Q2 | $59.8M | Buy |
1,350,195
+417,054
| +45% | +$17.2M | 0.01% | 1349 |
|
|
2025
Q1 | $38M | Buy |
933,141
+123,674
| +15% | +$4.83M | 0.01% | 1724 |
|
|
2024
Q4 | $33.3M | Buy |
809,467
+429,855
| +113% | +$17.4M | 0.01% | 1821 |
|
|
2024
Q3 | $14M | Buy |
379,612
+314,963
| +487% | +$10.8M | ﹤0.01% | 2096 |
|
|
2024
Q2 | $2.13M | Sell |
64,649
-127,172
| -66% | -$4.27M | ﹤0.01% | 3717 |
|
|
2024
Q1 | $6.93M | Buy |
191,821
+30,959
| +19% | +$1.09M | ﹤0.01% | 2615 |
|
|
2023
Q4 | $5.45M | Buy |
160,862
+96,060
| +148% | +$3.13M | ﹤0.01% | 2697 |
|
|
2023
Q3 | $2.19M | Sell |
64,802
-189,924
| -75% | -$6.54M | ﹤0.01% | 3355 |
|
|
2023
Q2 | $9.13M | Buy |
254,726
+89,167
| +54% | +$3.45M | ﹤0.01% | 2023 |
|
|
2023
Q1 | $6.65M | Buy |
165,559
+117,813
| +247% | +$4.62M | ﹤0.01% | 2250 |
|
|
2022
Q4 | $1.73M | Buy |
47,746
+45,844
| +2,410% | +$1.61M | ﹤0.01% | 3532 |
|
|
2022
Q3 | $63K | Sell |
1,902
-2,549
| -57% | -$87K | ﹤0.01% | 6118 |
|
|
2022
Q2 | $142K | Sell |
4,451
-4
| -0.1% | -$127 | ﹤0.01% | 5162 |
|
|
2022
Q1 | $151K | Sell |
4,455
-85,255
| -95% | -$2.9M | ﹤0.01% | 5586 |
|
|
2021
Q4 | $3.37M | Buy |
89,710
+54,460
| +154% | +$1.89M | ﹤0.01% | 3250 |
|
|
2021
Q3 | $1.15M | Sell |
35,250
-9,372
| -21% | -$306K | ﹤0.01% | 4075 |
|
|
2021
Q2 | $1.51M | Sell |
44,622
-38,279
| -46% | -$1.22M | ﹤0.01% | 3824 |
|
|
2021
Q1 | $2.6M | Buy |
82,901
+4,182
| +5% | +$123K | ﹤0.01% | 3296 |
|
|
2020
Q4 | $2.27M | Sell |
78,719
-37,938
| -33% | -$1.01M | ﹤0.01% | 3297 |
|
|
2020
Q3 | $2.51M | Buy |
116,657
+45,207
| +63% | +$1.07M | ﹤0.01% | 2841 |
|
|
2020
Q2 | $1.69M | Sell |
71,450
-33,536
| -32% | -$743K | ﹤0.01% | 3030 |
|
|
2020
Q1 | $2M | Sell |
104,986
-149,351
| -59% | -$4.43M | ﹤0.01% | 2763 |
|
|
2019
Q4 | $8.29M | Buy |
254,337
+117,836
| +86% | +$3.85M | ﹤0.01% | 2125 |
|
|
2019
Q3 | $4.42M | Buy |
136,501
+35,618
| +35% | +$1.17M | ﹤0.01% | 2502 |
|
|
2019
Q2 | $3.28M | Buy |
100,883
+36,841
| +58% | +$1.16M | ﹤0.01% | 2695 |
|
|
2019
Q1 | $1.88M | Sell |
64,042
-56,437
| -47% | -$1.57M | ﹤0.01% | 3041 |
|
|
2018
Q4 | $3.2M | Sell |
120,479
-49,111
| -29% | -$1.22M | ﹤0.01% | 2571 |
|
|
2018
Q3 | $4.09M | Buy |
169,590
+19,022
| +13% | +$447K | ﹤0.01% | 2537 |
|
|
2018
Q2 | $3.51M | Sell |
150,568
-24,211
| -14% | -$647K | ﹤0.01% | 2656 |
|
|
2018
Q1 | $5.84M | Buy |
174,779
+12,944
| +8% | +$440K | ﹤0.01% | 2157 |
|
|
2017
Q4 | $5.84M | Buy |
161,835
+37,399
| +30% | +$1.21M | ﹤0.01% | 2200 |
|
|
2017
Q3 | $3.7M | Buy |
124,436
+25,540
| +26% | +$718K | ﹤0.01% | 2518 |
|
|
2017
Q2 | $2.79M | Sell |
98,896
-45,618
| -32% | -$1.22M | ﹤0.01% | 2696 |
|
|
2017
Q1 | $3.81M | Buy |
144,514
+51,191
| +55% | +$1.37M | ﹤0.01% | 2332 |
|
|
2016
Q4 | $2.64M | Buy |
93,323
+5,390
| +6% | +$149K | ﹤0.01% | 2662 |
|
|
2016
Q3 | $2.6M | Sell |
87,933
-389
| -0.4% | -$12.2K | ﹤0.01% | 2606 |
|
|
2016
Q2 | $2.54M | Sell |
88,322
-22,672
| -20% | -$693K | ﹤0.01% | 2575 |
|
|
2016
Q1 | $3.2M | Buy |
110,994
+2,139
| +2% | +$56.3K | ﹤0.01% | 2258 |
|
|
2015
Q4 | $3.12M | Buy |
108,855
+34,701
| +47% | +$1.05M | ﹤0.01% | 2391 |
|
|
2015
Q3 | $2.14M | Sell |
74,154
-17,212
| -19% | -$551K | ﹤0.01% | 2676 |
|
|
2015
Q2 | $3.06M | Sell |
91,366
-2,303
| -2% | -$79.4K | ﹤0.01% | 2572 |
|
|
2015
Q1 | $3.17M | Buy |
93,669
+7,765
| +9% | +$258K | ﹤0.01% | 2487 |
|
|
2014
Q4 | $2.83M | Buy |
+85,904
| New | +$2.66M | ﹤0.01% | 2580 |
|
Other funds holding FHI
SDWMA
UBS Group's FHI Position: Q2 2026 in Review
UBS Group reduced its Federated Hermes (FHI) stake by 22% in Q2 2026, selling an estimated $4.87M and leaving 302,296 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2884.
UBS Group first reported a position in FHI in Q4 2014 and has held it in 47 quarters since. The position peaked at $59.8M in Q2 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- UBS Group held 302,296 shares of Federated Hermes worth $16.7M as of Q2 2026.
- UBS Group sold 86,189 Federated Hermes shares in Q2 2026, an estimated $4.87M.
- Federated Hermes made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2884 holding.
- UBS Group first reported a position in Federated Hermes in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Federated Hermes position peaked at $59.8M in Q2 2025.
- 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.