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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 391 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.
  • 391 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.