UBS Group’s Franklin Resources BEN Stock Holding History

UBS Group’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,600	Closed	-$325K	–	10493
2025 Q4	$325K	Sell	13,600 -110,900	-89%	-$2.55M	﹤0.01%	6315
2025 Q3	$2.88M	Hold	124,500	–	–	﹤0.01%	4613
2025 Q2	$2.97M	Hold	124,500	–	–	﹤0.01%	4410
2025 Q1	$2.4M	Hold	124,500	–	–	﹤0.01%	4557
2024 Q4	$2.53M	Buy	+124,500	New	+$2.62M	﹤0.01%	4502
2022 Q2	–	Sell	-500	Closed	-$14K	–	10313
2022 Q1	$14K	Buy	+500	New	+$15.3K	﹤0.01%	7920
2015 Q2	–	Sell	-6,000	Closed	-$308K	–	8479
2015 Q1	$308K	Buy	6,000 +5,900	+5,900%	+$313K	﹤0.01%	4532
2014 Q4	$6K	Buy	+100	New	+$5.52K	﹤0.01%	8804

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's BEN Position: Q1 2026 in Review

UBS Group increased its Franklin Resources (BEN) stake by 20% in Q1 2026, buying an estimated $10.5M and bringing the position to 2,443,853 shares worth $57.7M. The position accounts for 0.01% of the portfolio, ranked #1507.

UBS Group first reported a position in BEN in Q4 2014 and has held it in 46 quarters since. The position peaked at $90M in Q2 2025. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

UBS Group held 2,443,853 shares of Franklin Resources worth $57.7M as of Q1 2026.
UBS Group bought 406,389 Franklin Resources shares in Q1 2026, an estimated $10.5M.
Franklin Resources made up 0.01% of UBS Group's portfolio in Q1 2026, its #1507 holding.
UBS Group first reported a position in Franklin Resources in Q4 2014 and has held it in 46 quarters since.
UBS Group's Franklin Resources position peaked at $90M in Q2 2025.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.