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Franklin Resources

Franklin Resources Portfolio holdings

AUM $462B
1-Year Est. Return 39.16%
 

Franklin Resources, Inc., commonly known as Franklin Templeton, was founded in 1947 by Rupert H. Johnson, Sr., and is headquartered in San Mateo, California, operating as a global investment management firm managing hundreds of billions in assets. The company offers a wide range of investment products, including mutual funds, ETFs, fixed-income portfolios, and alternative investments, serving individual investors, financial advisors, and institutions across over 150 countries. Known for its acquisition-driven growth—such as the 1992 purchase of Templeton Investments and the 2020 addition of Legg Mason—Franklin Templeton combines diverse strategies under a single brand, emphasizing both active management and income-focused solutions like its flagship Franklin Income Fund. With a reputation for adaptability and a client-centric approach, it remains a major player in the global asset management industry.

This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+39.16%
3 Year Est. Return
+115.73%
5 Year Est. Return
+142.59%
10 Year Est. Return
+854.54%
AUM
$408B
AUM Growth
+$6.57B
Cap. Flow
-$16.8B
Cap. Flow %
-4.13%
Top 10 Hldgs %
25.24%
Holding
3,311
New
191
Increased
1,403
Reduced
1,223
Closed
194

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$824M
2
LRCX icon
Lam Research
LRCX
+$571M
3
CSCO icon
Cisco
CSCO
+$570M
4
AAPL icon
Apple
AAPL
+$535M
5
BAC icon
Bank of America
BAC
+$516M

Sector Composition

Rank Sector Weight
1 Technology 26.61%
2 Financials 12.93%
3 Healthcare 12.26%
4 Industrials 9.49%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IAS
3101
DELISTED
Integral Ad Science
IAS
-16,865
Closed -$172K
IBTF
3102
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
-440
Closed -$10.3K
IHAK icon
3103
iShares Cybersecurity and Tech ETF
IHAK
$1.15B
-7,381
Closed -$386K
IMCG icon
3104
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.18B
-627
Closed -$51.9K
IPG
3105
DELISTED
Interpublic Group of Companies
IPG
-91,698
Closed -$2.56M
IRDM icon
3106
Iridium Communications
IRDM
$5.27B
-21,534
Closed -$376K
JAKK icon
3107
Jakks Pacific
JAKK
$294M
-16,888
Closed -$316K
JBBB icon
3108
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
-73,888
Closed -$3.56M
K
3109
DELISTED
Kellanova
K
-3,297,785
Closed -$270M
KELYA icon
3110
Kelly Services Class A
KELYA
$566M
-42,323
Closed -$555K
KEX icon
3111
Kirby Corp
KEX
$7.26B
-518,060
Closed -$43.2M
KNTK icon
3112
Kinetik
KNTK
$4.16B
-5,546
Closed -$237K
KRO icon
3113
KRONOS Worldwide
KRO
$996M
-22,997
Closed -$132K
LEGN icon
3114
Legend Biotech
LEGN
$3.93B
-286,319
Closed -$9.34M
LLYVA icon
3115
Liberty Live Group Series A
LLYVA
$9.59B
-1,605
Closed -$151K
LLYVK icon
3116
Liberty Live Group Series C
LLYVK
$9.92B
-575
Closed -$55.8K
LTBR icon
3117
Lightbridge
LTBR
$327M
-10,916
Closed -$232K
LUNR icon
3118
Intuitive Machines
LUNR
$2.82B
-49,516
Closed -$521K
LUV icon
3119
CALL
Southwest Airlines
LUV
$22B
-86,111
Closed -$2.75M
MCBS icon
3120
MetroCity Bankshares
MCBS
$1.05B
-11,680
Closed -$323K
MGTX icon
3121
MeiraGTx Holdings
MGTX
$1.17B
-26,406
Closed -$217K
MLPX icon
3122
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
-114
Closed -$7.15K
MLR icon
3123
Miller Industries
MLR
$640M
-220,335
Closed -$8.91M
MLTX icon
3124
MoonLake Immunotherapeutics
MLTX
$1.4B
-33,577
Closed -$241K
MRC
3125
DELISTED
MRC Global
MRC
-114,722
Closed -$1.65M

Similar funds

Franklin Resources's Q4 2025 Portfolio in Review

As of Q4 2025, Franklin Resources held 3,311 positions worth $408B, up 1.6% from $401B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Franklin Resources withdrew a net $16.8B in Q4 2025, closing 194 positions and reducing 1,223 holdings. Its most notable exit was Kellanova, an estimated $270M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Franklin Resources opened a new position in Qnity Electronics Inc worth $288M.

  • Franklin Resources's largest Q4 2025 buy was Qnity Electronics Inc: 3,521,358 shares worth $288M.
  • Franklin Resources added most to Advanced Micro Devices in Q4 2025, an estimated $824M increase.
  • Franklin Resources's biggest Q4 2025 reduction was Bank of America Series L, cutting an estimated $10.4B.
  • Franklin Resources fully exited Kellanova in Q4 2025, selling an estimated $270M.
  • Franklin Resources's ten largest holdings make up 25% of its $408B portfolio in Q4 2025.
  • Franklin Resources opened 191 new positions and closed 194 in Q4 2025.
  • Franklin Resources's portfolio value rose 1.6% quarter-over-quarter to $408B.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.