FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,050 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.4M | $915.3M | 2.0% | $173.02 | +117.76% | 26 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORP | 7.1M | $766.4M | 1.7% | $113.76 | -3.61% | 26 qtrssince 2018-Q4 | Increased 54 |
APPLE INC | 3.1M | $688M | 1.5% | $135.80 | +62.57% | 26 qtrssince 2018-Q4 | Increased 59 |
ABBVIE INC | 3.3M | $687.9M | 1.5% | $130.10 | +53.44% | 26 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 3.6M | $680.4M | 1.5% | $122.57 | +57.24% | 26 qtrssince 2018-Q4 | Increased 53 |
PHILIP MORRIS INTERNATIONAL | 4.2M | $660.1M | 1.4% | $63.26 | +139.00% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 2M | $634.7M | 1.4% | $242.03 | +23.87% | 26 qtrssince 2018-Q4 | Increased 68 |
VERIZON COMMUNICATIONS INC | 14M | $633.3M | 1.4% | $35.72 | +17.74% | 26 qtrssince 2018-Q4 | Decreased 0 |
GILEAD SCIENCES INC | 4.9M | $545.3M | 1.2% | $61.32 | +78.59% | 26 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 3.1M | $524.9M | 1.1% | $138.45 | +14.80% | 26 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 2.9M | $482.8M | 1.0% | $143.06 | +11.92% | 26 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 7.8M | $477.7M | 1.0% | $44.25 | +28.41% | 26 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 17.6M | $445.8M | 1.0% | $30.19 | -24.33% | 26 qtrssince 2018-Q4 | Increased 53 |
DUKE ENERGY CORP | 3.5M | $424M | 0.9% | $80.10 | +43.98% | 26 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORP | 432,534 | $409.1M | 0.9% | $457.42 | +105.01% | 26 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 3.4M | $405.1M | 0.9% | $101.55 | +12.09% | 26 qtrssince 2018-Q4 | Increased 65 |
AMERICAN ELECTRIC POWER | 3.7M | $403.5M | 0.9% | $76.51 | +36.17% | 26 qtrssince 2018-Q4 | Decreased 0 |
US BANCORP | 9.5M | $400.5M | 0.9% | $37.85 | +6.92% | 26 qtrssince 2018-Q4 | Increased 44 |
TRUIST BANK | 9.5M | $391.4M | 0.8% | $35.54 | +8.25% | 22 qtrssince 2019-Q4 | Increased 44 |
ALPHABET INC-CL A | 2.5M | $390.2M | 0.8% | $108.36 | +42.03% | 26 qtrssince 2018-Q4 | Increased 50 |
FEDERATED HERMES, INC. manages $46.4B across 2050 positions as of Q1 2025. Top holdings: MSFT (2.0%), NVDA (1.7%), AAPL (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 172 new positions, 190 exits, 888 increased. Top move: AMGN (INCREASED, conviction 68). Portfolio: $46.4B across 2050 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer