UBS Group’s Franklin Templeton 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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. 669 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.
669 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.