UBS Group
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UBS Group’s Federated Hermes FHI Stock Holding History

UBS Group’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,800
Closed -$400K – 9705
2021
Q2 		$400K Buy
+11,800
New +$376K ﹤0.01% 4889
2015
Q1 		– Sell
-800
Closed -$26K – 8979
2014
Q4 		$26K Buy
+800
New +$24.7K ﹤0.01% 7268

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's FHI Position: Q1 2026 in Review

UBS Group reduced its Federated Hermes (FHI) stake by 61% in Q1 2026, selling an estimated $32.6M and leaving 388,485 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

UBS Group first reported a position in FHI in Q4 2014 and has held it in 46 quarters since. The position peaked at $59.8M in Q2 2025. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • UBS Group held 388,485 shares of Federated Hermes worth $22M as of Q1 2026.
  • UBS Group sold 595,569 Federated Hermes shares in Q1 2026, an estimated $32.6M.
  • Federated Hermes made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2488 holding.
  • UBS Group first reported a position in Federated Hermes in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Federated Hermes position peaked at $59.8M in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.