# HBO: Hierarchical Balancing Optimization for Fine-Tuning Large Language Models

arXiv: https://arxiv.org/abs/2505.12300 · HTML: https://mlsanity.com/paper/2505.12300/

## Key facts

- Cited by 2 papers in the map (data through 14 Oct 2026).
- Builds on 55 of its 71 references that are in the map.
- First posted on arXiv 18 May 2025.

## Builds on (most cited first, 30 of 55)

- [The Llama 3 Herd of Models](https://mlsanity.com/paper/2407.21783/) (2024)
- [Exploring the Limits of Transfer Learning with a Unified Text-to-Text Transformer](https://mlsanity.com/paper/1910.10683/) (2019)
- [Training Verifiers to Solve Math Word Problems](https://mlsanity.com/paper/2110.14168/) (2021)
- [Measuring Massive Multitask Language Understanding](https://mlsanity.com/paper/2009.03300/) (2020)
- [Measuring Mathematical Problem Solving With the MATH Dataset](https://mlsanity.com/paper/2103.03874/) (2021)
- [Qwen2.5 Technical Report](https://mlsanity.com/paper/2412.15115/) (2024)
- [Unsupervised Cross-lingual Representation Learning at Scale](https://mlsanity.com/paper/1911.02116/) (2019)
- [Finetuned Language Models Are Zero-Shot Learners](https://mlsanity.com/paper/2109.01652/) (2021)
- [Gemini 1.5: Unlocking multimodal understanding across millions of tokens of context](https://mlsanity.com/paper/2403.05530/) (2024)
- [Scaling Instruction-Finetuned Language Models](https://mlsanity.com/paper/2210.11416/) (2022)
- [BLOOM: A 176B-Parameter Open-Access Multilingual Language Model](https://mlsanity.com/paper/2211.05100/) (2022)
- [Gemma 3 Technical Report](https://mlsanity.com/paper/2503.19786/) (2025)
- [Multitask Prompted Training Enables Zero-Shot Task Generalization](https://mlsanity.com/paper/2110.08207/) (2021)
- [Multi-Task Learning Using Uncertainty to Weigh Losses for Scene Geometry and Semantics](https://mlsanity.com/paper/1705.07115/) (2017)
- [Gradient Surgery for Multi-Task Learning](https://mlsanity.com/paper/2001.06782/) (2020)
- [WizardLM: Empowering large pre-trained language models to follow complex instructions](https://mlsanity.com/paper/2304.12244/) (2023)
- [Gemma: Open Models Based on Gemini Research and Technology](https://mlsanity.com/paper/2403.08295/) (2024)
- [XNLI: Evaluating Cross-lingual Sentence Representations](https://mlsanity.com/paper/1809.05053/) (2018)
- [GradNorm: Gradient Normalization for Adaptive Loss Balancing in Deep Multitask Networks](https://mlsanity.com/paper/1711.02257/) (2017)
- [An Overview of Multi-Task Learning in Deep Neural Networks](https://mlsanity.com/paper/1706.05098/) (2017)
- [MetaMath: Bootstrap Your Own Mathematical Questions for Large Language Models](https://mlsanity.com/paper/2309.12284/) (2023)
- [WildChat: 1M ChatGPT Interaction Logs in the Wild](https://mlsanity.com/paper/2405.01470/) (2024)
- [MedMCQA : A Large-scale Multi-Subject Multi-Choice Dataset for Medical domain Question Answering](https://mlsanity.com/paper/2203.14371/) (2022)
- [LMSYS-Chat-1M: A Large-Scale Real-World LLM Conversation Dataset](https://mlsanity.com/paper/2309.11998/) (2023)
- [Harnessing the Power of LLMs in Practice: A Survey on ChatGPT and Beyond](https://mlsanity.com/paper/2304.13712/) (2023)
- [Multi-Task Learning with Deep Neural Networks: A Survey](https://mlsanity.com/paper/2009.09796/) (2020)
- [What Makes Good Data for Alignment? A Comprehensive Study of Automatic Data Selection in Instruction Tuning](https://mlsanity.com/paper/2312.15685/) (2023)
- [XCOPA: A Multilingual Dataset for Causal Commonsense Reasoning](https://mlsanity.com/paper/2005.00333/) (2020)
- [From Quantity to Quality: Boosting LLM Performance with Self-Guided Data Selection for Instruction Tuning](https://mlsanity.com/paper/2308.12032/) (2023)
- [Massively Multilingual Neural Machine Translation in the Wild: Findings and Challenges](https://mlsanity.com/paper/1907.05019/) (2019)

## Built on by (most cited first, 2 of 2)

- [mSFT: Addressing Dataset Mixtures Overfitting Heterogeneously in Multi-task SFT](https://mlsanity.com/paper/2603.21606/) (2026)
- [Adaptive Mutual Distillation for Balanced Multi-Task Post-Training of Large Language Models](https://mlsanity.com/paper/2610.02856/) (2026)

## Abstract (arXiv)

Fine-tuning large language models (LLMs) on a mixture of diverse datasets poses challenges due to data imbalance and heterogeneity. Existing methods often address these issues across datasets (globally) but overlook the imbalance and heterogeneity within individual datasets (locally), which limits their effectiveness. We introduce Hierarchical Balancing Optimization (HBO), a novel method that enables LLMs to autonomously adjust data allocation during fine-tuning both across datasets (globally) and within each individual dataset (locally). HBO employs a bilevel optimization strategy with two types of actors: a Global Actor, which balances data sampling across different subsets of the training mixture, and several Local Actors, which optimizes data usage within each subset based on difficulty levels. These actors are guided by reward functions derived from the LLM's training state, which measure learning progress and relative performance improvement. We evaluate HBO on three LLM backbones across nine diverse tasks in multilingual and multitask setups. Results show that HBO consistently outperforms existing baselines, achieving significant accuracy gains. Our in-depth analysis further demonstrates that both the global actor and local actors of HBO effectively adjust data usage during fine-tuning. HBO provides a comprehensive solution to the challenges of data imbalance and heterogeneity in LLM fine-tuning, enabling more effective training across diverse datasets.