FEDERATED HERMES, INC.

CIK 0001056288 · Q1 2026

13F Equity AUM

$61.5B

+2.7% QoQ

Positions

1,736

+36 QoQ

AUM Rank

#206

Top 2%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,881 · Top 59%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 10.0%Top 10: 15.8%Top 20: 24.9%

NVDA2.6%

GOOGL2.3%

AAPL1.9%

MSFT1.8%

ABBV1.4%

AVGO1.2%

AMZN1.2%

CHV1.2%

GEV1.1%

BAC1.1%

Others (1726)84.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

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Portfolio Overlap

Shared: 1,731Unique: 5vs 20 funds

23.7%Moderate

1,736

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

42.9%

MORGAN STANLEY

32.1%

GEODE CAPITAL MANAGEMENT, LLC

47.7%

BANK OF AMERICA CORP /DE/

34.8%

STATE STREET CORP

47.7%

VANGUARD CAPITAL MANAGEMENT LLC

47.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

54.5%

JPMORGAN CHASE & CO

32.2%

FMR LLC

46.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Holdings

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