Skip to main content
Equibles

Universal- Beteiligungs- und Servicegesellschaft mbH

Position in FHI — Federated Hermes, Inc.

CIK 2057170 FRANKFURT AM MAIN, 2M
Back to FHI Full portfolio

Position in FHI

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$9,232,066
-$762,277 QoQ
Shares Held
167,187
-5.1% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 392 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FHI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $545,103,752 across 42 Asset Management names. FHI ranks #14 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 113,160 $108,810,129
2 BX
Blackstone Inc.
 587,851 $69,172,427
3 AMP
Ameriprise Financial Inc
 129,356 $59,343,358
4 STT
State Street Corp
 265,920 $45,100,032
5 KKR
KKR & Co. Inc.
 288,844 $26,510,102
6 NTRS
Northern Trust Corp
 149,774 $26,036,712
7 APO
Apollo Global Management, Inc.
 204,858 $24,236,749
8 HASI
HA Sustainable Infrastructure Capital, Inc.
 590,664 $23,065,429

All Filings in FHI

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,232,066 167,187
2026-03-31 $9,994,343 176,236
2025-12-31 $11,014,054 211,524
2025-09-30 $9,424,671 181,488
2025-06-30 $9,288,718 209,583
2025-03-31 $7,649,797 187,633
2024-12-31 $5,816,859 141,495