UBS Group’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.3M | Sell |
2,412,123
-31,730
| -1% | -$950K | 0.01% | 1288 |
|
|
2026
Q1 | $57.7M | Buy |
2,443,853
+406,389
| +20% | +$10.5M | 0.01% | 1507 |
|
|
2025
Q4 | $48.7M | Sell |
2,037,464
-1,336,278
| -40% | -$30.7M | 0.01% | 1654 |
|
|
2025
Q3 | $78M | Sell |
3,373,742
-398,583
| -11% | -$9.85M | 0.01% | 1234 |
|
|
2025
Q2 | $90M | Buy |
3,772,325
+448,859
| +14% | +$9.25M | 0.02% | 1040 |
|
|
2025
Q1 | $64M | Buy |
3,323,466
+1,010,643
| +44% | +$20.3M | 0.01% | 1259 |
|
|
2024
Q4 | $46.9M | Buy |
2,312,823
+852,052
| +58% | +$17.9M | 0.01% | 1522 |
|
|
2024
Q3 | $29.4M | Buy |
1,460,771
+8,539
| +0.6% | +$184K | 0.01% | 1536 |
|
|
2024
Q2 | $32.5M | Buy |
1,452,232
+42,650
| +3% | +$1.03M | 0.01% | 1328 |
|
|
2024
Q1 | $39.6M | Buy |
1,409,582
+554,565
| +65% | +$15.3M | 0.01% | 1189 |
|
|
2023
Q4 | $25.5M | Sell |
855,017
-118,121
| -12% | -$2.94M | 0.01% | 1423 |
|
|
2023
Q3 | $23.9M | Buy |
973,138
+116,996
| +14% | +$3.16M | 0.01% | 1350 |
|
|
2023
Q2 | $22.9M | Sell |
856,142
-51,564
| -6% | -$1.33M | 0.01% | 1351 |
|
|
2023
Q1 | $24.5M | Sell |
907,706
-63,941
| -7% | -$1.87M | 0.01% | 1230 |
|
|
2022
Q4 | $25.6M | Buy |
971,647
+198,231
| +26% | +$4.92M | 0.01% | 1238 |
|
|
2022
Q3 | $16.6M | Sell |
773,416
-19,459
| -2% | -$500K | 0.01% | 1405 |
|
|
2022
Q2 | $18.5M | Sell |
792,875
-208,709
| -21% | -$5.34M | 0.01% | 1367 |
|
|
2022
Q1 | $28M | Sell |
1,001,584
-84,110
| -8% | -$2.57M | 0.01% | 1195 |
|
|
2021
Q4 | $36.4M | Sell |
1,085,694
-191,108
| -15% | -$6.29M | 0.01% | 1159 |
|
|
2021
Q3 | $37.9M | Sell |
1,276,802
-124,208
| -9% | -$3.87M | 0.01% | 1033 |
|
|
2021
Q2 | $44.8M | Buy |
1,401,010
+96,892
| +7% | +$3.14M | 0.01% | 921 |
|
|
2021
Q1 | $38.6M | Buy |
1,304,118
+507,282
| +64% | +$13.9M | 0.01% | 999 |
|
|
2020
Q4 | $19.9M | Buy |
796,836
+177,322
| +29% | +$3.96M | 0.01% | 1348 |
|
|
2020
Q3 | $12.6M | Buy |
619,514
+140,148
| +29% | +$2.94M | ﹤0.01% | 1496 |
|
|
2020
Q2 | $10.1M | Buy |
479,366
+266,243
| +125% | +$5.02M | ﹤0.01% | 1502 |
|
|
2020
Q1 | $3.56M | Sell |
213,123
-511,203
| -71% | -$11.7M | ﹤0.01% | 2227 |
|
|
2019
Q4 | $18.8M | Buy |
724,326
+239,765
| +49% | +$6.52M | 0.01% | 1426 |
|
|
2019
Q3 | $14M | Buy |
484,561
+206,247
| +74% | +$6.3M | 0.01% | 1501 |
|
|
2019
Q2 | $9.69M | Sell |
278,314
-66,679
| -19% | -$2.27M | ﹤0.01% | 1782 |
|
|
2019
Q1 | $11.4M | Buy |
344,993
+74,555
| +28% | +$2.35M | ﹤0.01% | 1565 |
|
|
2018
Q4 | $8.02M | Buy |
270,438
+54,192
| +25% | +$1.67M | ﹤0.01% | 1756 |
|
|
2018
Q3 | $6.58M | Sell |
216,246
-59,636
| -22% | -$1.92M | ﹤0.01% | 2115 |
|
|
2018
Q2 | $8.84M | Sell |
275,882
-76,368
| -22% | -$2.56M | ﹤0.01% | 1859 |
|
|
2018
Q1 | $12.2M | Sell |
352,250
-100,098
| -22% | -$4.07M | 0.01% | 1533 |
|
|
2017
Q4 | $19.6M | Buy |
452,348
+228,163
| +102% | +$9.88M | 0.01% | 1213 |
|
|
2017
Q3 | $9.98M | Buy |
224,185
+76,292
| +52% | +$3.34M | ﹤0.01% | 1618 |
|
|
2017
Q2 | $6.62M | Sell |
147,893
-20,965
| -12% | -$896K | ﹤0.01% | 1881 |
|
|
2017
Q1 | $7.12M | Buy |
168,858
+40,817
| +32% | +$1.69M | ﹤0.01% | 1776 |
|
|
2016
Q4 | $5.07M | Sell |
128,041
-139,344
| -52% | -$5.22M | ﹤0.01% | 2077 |
|
|
2016
Q3 | $9.51M | Buy |
267,385
+125,807
| +89% | +$4.45M | 0.01% | 1455 |
|
|
2016
Q2 | $4.72M | Sell |
141,578
-157,580
| -53% | -$5.73M | ﹤0.01% | 1994 |
|
|
2016
Q1 | $11.7M | Buy |
299,158
+28,190
| +10% | +$998K | 0.01% | 1222 |
|
|
2015
Q4 | $9.98M | Sell |
270,968
-118,750
| -30% | -$4.64M | 0.01% | 1398 |
|
|
2015
Q3 | $14.5M | Buy |
389,718
+99,739
| +34% | +$4.32M | 0.01% | 1108 |
|
|
2015
Q2 | $14.2M | Sell |
289,979
-142,652
| -33% | -$7.32M | 0.01% | 1206 |
|
|
2015
Q1 | $22.2M | Sell |
432,631
-357,294
| -45% | -$19M | 0.02% | 894 |
|
|
2014
Q4 | $43.7M | Buy |
+789,925
| New | +$43.6M | 0.03% | 594 |
|
Other funds holding BEN
PCOC
ACL
UBS Group's BEN Position: Q2 2026 in Review
UBS Group reduced its Franklin Templeton (BEN) stake by 1.3% in Q2 2026, selling an estimated $950K and leaving 2,412,123 shares worth $80.3M. The position accounts for 0.01% of the portfolio, ranked #1288.
UBS Group first reported a position in BEN in Q4 2014 and has held it in 47 quarters since. The position peaked at $90M in Q2 2025. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- UBS Group held 2,412,123 shares of Franklin Templeton worth $80.3M as of Q2 2026.
- UBS Group sold 31,730 Franklin Templeton shares in Q2 2026, an estimated $950K.
- Franklin Templeton made up 0.01% of UBS Group's portfolio in Q2 2026, its #1288 holding.
- UBS Group first reported a position in Franklin Templeton in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Franklin Templeton position peaked at $90M in Q2 2025.
- 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.