FRANKLIN RESOURCES INC

CIK
38777
City
San Mateo
State / Country
CA

Top Portfolio Positions

2,545 positions · $385,011,768,678 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
96,549,380 $16,838,211,867 4.37%
MSFT
Microsoft Corp
Technology
38,405,107 $14,216,418,448 3.69%
AAPL
Apple Inc.
Technology
48,602,133 $12,334,735,323 3.20%
AMZN
Amazon Com Inc
Consumer Cyclical
53,726,492 $11,189,616,480 2.91%
GOOGL
Alphabet Inc.
Communication Services
35,954,726 $10,339,140,998 2.69%
AVGO
Broadcom Inc.
Technology
28,614,645 $8,856,518,766 2.30%
XOM
Exxon Mobil Corp
Energy
41,459,896 $7,034,085,950 1.83%
META
Meta Platforms, Inc.
Communication Services
9,696,352 $5,547,573,860 1.44%
CSCO
Cisco Systems, Inc.
Technology
58,212,333 $4,516,694,911 1.17%
JPM
Jpmorgan Chase & Co
Financial Services
15,025,584 $4,419,925,783 1.15%

Portfolio Trend

52 quarters · across all stocks

Holdings in UGI

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $15,867,282 435,675
2025-12-31 $10,296,242 275,080
2025-09-30 $7,510,970 225,826
2025-06-30 $553,219 15,190
2025-03-31 $15,768,005 476,807
2024-12-31 $13,556,722 480,224
2024-09-30 $15,777,711 630,604
2024-06-30 $13,037,861 569,339
2024-03-31 $8,344,873 340,052
2023-12-31 $3,203,239 130,213
2023-09-30 $3,675,699 159,813
2023-06-30 $5,090,962 188,764
2023-03-31 $14,363,177 413,210
2022-12-31 $13,705,555 369,721
2022-09-30 $10,838,403 335,243
2022-06-30 $11,331,492 293,486
2022-03-31 $12,618,502 348,385
2021-12-31 $6,780,768 147,697
2021-09-30 $5,976,942 140,238
2021-06-30 $6,047,666 130,591
2021-03-31 $4,877,811 118,942
2020-12-31 $7,702,666 220,328
2020-09-30 $1,931,275 58,559
2020-06-30 $3,840,804 120,780
2020-03-31 $2,182,246 81,824