Federated Hermes (FHI) Assets Average (2010 - 2026)
Federated Hermes' (FHI) quarterly Assets Average came in at $2.2 billion in Q2 2026, up 7.71% year-over-year from $2.1 billion in Q2 2025, and up 2.31% quarter-over-quarter from $2.2 billion in Q1 2026.
Analysis
Federated Hermes (FHI) Assets Average (2010 - 2026) Analysis & Trends
Federated Hermes has disclosed Assets Average across 17 years of filings, most recently posting $2.2 billion for Q2 2026.
- In Q2 2026, Assets Average rose 7.71% year-over-year to $2.2 billion; the TTM figure through Jun 2026 stood at $2.2 billion (up 7.71% YoY), while the FY2025 annual figure was $2.2 billion, up 3.05% from the prior year.
- Assets Average came in at $2.2 billion for Q2 2026 at Federated Hermes, up from $2.2 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $2.2 billion in Q2 2026 to a low of $2.0 billion in Q3 2022.
- Average Assets Average over 5 years is $2.1 billion, with a median of $2.1 billion recorded in 2024.
- Year-over-year, Assets Average fell 4.61% in 2024 and increased 9.74% in 2025.
- Over 5 years, Assets Average stood at $2.0 billion in 2022, then grew by 4.74% to $2.1 billion in 2023, then slipped by 1.43% to $2.1 billion in 2024, then rose by 7.02% to $2.2 billion in 2025, then grew by 1.41% to $2.2 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $2.2 billion in Q2 2026, $2.2 billion in Q1 2026, and $2.2 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 173.06 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | 42.15 Bn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | 28.46 Bn |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 342.73 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 35.18 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 27.15 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 9.40 Bn |
| 10 | Federated Hermes | 4.39 Bn | 3.97 Bn | 381.01 Mn | 2.24 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.24 Bn |
| Mar 31, 2026 | 2.19 Bn |
| Dec 31, 2025 | 2.21 Bn |
| Sep 30, 2025 | 2.17 Bn |
| Jun 30, 2025 | 2.08 Bn |
| Mar 31, 2025 | 2.04 Bn |
| Dec 31, 2024 | 2.06 Bn |
| Sep 30, 2024 | 1.97 Bn |
| Jun 30, 2024 | 2.00 Bn |
| Mar 31, 2024 | 2.09 Bn |
| Dec 31, 2023 | 2.09 Bn |
| Sep 30, 2023 | 2.07 Bn |
| Jun 30, 2023 | 2.03 Bn |
| Mar 31, 2023 | 2.01 Bn |
| Dec 31, 2022 | 2.00 Bn |
| Sep 30, 2022 | 1.96 Bn |
| Jun 30, 2022 | 1.99 Bn |
| Mar 31, 2022 | 2.02 Bn |
| Dec 31, 2021 | 1.98 Bn |
| Sep 30, 2021 | 2.00 Bn |