FEDERATED HERMES, INC.
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,063 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 8M | $1.5B | 2.5% | $120.49 | +55.65% | 29 qtrssince 2018-Q4 | Increased 57 |
MICROSOFT CORP | 3M | $1.5B | 2.5% | $236.22 | +106.36% | 29 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL A | 4.5M | $1.4B | 2.4% | $153.64 | +104.28% | 29 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 4.1M | $1.1B | 1.9% | $161.24 | +68.15% | 29 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 4M | $916.1M | 1.5% | $133.49 | +74.20% | 29 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 3.8M | $867.9M | 1.4% | $145.98 | +52.90% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.2M | $753.1M | 1.3% | $214.83 | +60.51% | 29 qtrssince 2018-Q4 | Increased 51 |
PHILIP MORRIS INTERNATIONAL | 3.9M | $617.7M | 1.0% | $96.97 | +67.01% | 29 qtrssince 2018-Q4 | Increased 65 |
VIKING HOLDINGS LTD | 8.6M | $615M | 1.0% | $56.02 | +28.73% | 6 qtrssince 2024-Q3 | Increased 50 |
PNC FINANCIAL SERVICES GROUP | 2.9M | $614.2M | 1.0% | $147.96 | +37.83% | 29 qtrssince 2018-Q4 | Increased 51 |
US BANCORP | 11.5M | $612.7M | 1.0% | $39.64 | +35.69% | 29 qtrssince 2018-Q4 | Increased 51 |
AMGEN INC | 1.8M | $589M | 1.0% | $243.83 | +32.31% | 29 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 4.8M | $574.9M | 1.0% | $103.42 | +16.21% | 29 qtrssince 2018-Q4 | Increased 45 |
PROLOGIS INC | 4.4M | $560M | 0.9% | $113.21 | +13.96% | 29 qtrssince 2018-Q4 | Increased 46 |
TRUIST BANK | 10.6M | $519.8M | 0.9% | $36.37 | +31.24% | 25 qtrssince 2019-Q4 | Increased 45 |
PFIZER INC | 20.2M | $504.2M | 0.8% | $29.08 | -18.57% | 29 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 2.4M | $501.3M | 0.8% | $150.44 | +37.53% | 29 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 758,248 | $500.5M | 0.8% | $460.29 | +44.68% | 29 qtrssince 2018-Q4 | Increased 53 |
AMERIPRISE FINANCIAL INC | 973,097 | $477.1M | 0.8% | $423.73 | +14.60% | 29 qtrssince 2018-Q4 | Increased 44 |
CHEVRON CORP | 3.1M | $469.2M | 0.8% | $139.29 | +8.29% | 29 qtrssince 2018-Q4 | Decreased 0 |
FEDERATED HERMES, INC. manages $59.9B across 2063 positions as of Q4 2025. Top holdings: NVDA (2.5%), MSFT (2.5%), GOOGL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 145 new positions, 195 exits, 875 increased. Top move: PM (INCREASED, conviction 65). Portfolio: $59.9B across 2063 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer