UBS Group
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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
-224,000
Closed -$5.35M – 10494
2025
Q4 		$5.35M Hold
224,000
– – ﹤0.01% 3964
2025
Q3 		$5.18M Hold
224,000
– – ﹤0.01% 3990
2025
Q2 		$5.34M Hold
224,000
– – ﹤0.01% 3809
2025
Q1 		$4.31M Hold
224,000
– – ﹤0.01% 3939
2024
Q4 		$4.54M Buy
+224,000
New +$4.72M ﹤0.01% 3940
2016
Q2 		– Sell
-200,000
Closed -$7.81M – 7722
2016
Q1 		$7.81M Buy
200,000
+155,900
+354% +$5.52M 0.01% 1498
2015
Q4 		$1.62M Sell
44,100
-333,200
-88% -$13M ﹤0.01% 3001
2015
Q3 		$14.1M Buy
377,300
+155,400
+70% +$6.73M 0.01% 1127
2015
Q2 		$10.9M Buy
221,900
+217,800
+5,312% +$11.2M 0.01% 1409
2015
Q1 		$210K Sell
4,100
-700
-15% -$37.1K ﹤0.01% 4838
2014
Q4 		$266K Buy
+4,800
New +$265K ﹤0.01% 4768

Other funds holding BEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

UBS Group's BEN Position: Q3 2026 in Review

UBS Group reduced its Franklin Templeton (BEN) stake by 30% in Q3 2026, selling an estimated $24.5M and leaving 1,683,923 shares worth $54.1M. The position accounts for 0.01% of the portfolio, ranked #1618.

UBS Group first reported a position in BEN in Q4 2014 and has held it in 48 quarters since. The position peaked at $90M in Q2 2025. 579 funds tracked by Wall St. Rank hold BEN as of Q3 2026.

  • UBS Group held 1,683,923 shares of Franklin Templeton worth $54.1M as of Q3 2026.
  • UBS Group sold 728,200 Franklin Templeton shares in Q3 2026, an estimated $24.5M.
  • Franklin Templeton made up 0.01% of UBS Group's portfolio in Q3 2026, its #1618 holding.
  • UBS Group first reported a position in Franklin Templeton in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Franklin Templeton position peaked at $90M in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.