Franklin Resources

Franklin Resources

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

3,022

Market Value

$401.8B

Portfolio Analysis

AIPreview
Full report in app

I. Institutional Overview

Franklin Resources, widely recognized in the global financial markets by its primary investment brand, Franklin Templeton, stands as a titan of the asset management industry. As of the reporting period ending March 31, 2026, the institution manages a massive portfolio with a total reported market value of approximately $401.80 billion. This scale places...

A defining characteristic of Franklin Resources' current portfolio is its extreme level of diversification. With 3,022 individual stock holdings reported this quarter, the institution operates as a "super-tanker" of the financial world. This vast number of positions suggests a strategy that is not merely about making concentrated bets on a handful of...

The institutional "psychological portrait" of Franklin Resources in early 2026 reveals a firm in a state of strategic evolution. Historically known for its conservative, value-oriented roots—pioneered by legendary figures like Sir John Templeton—the current portfolio shows a decisive embrace of the modern digital economy. While it maintains substantial...

Based on the latest available 13F filing.

Open full report in app

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA4.1%4.4%4.6%4.2%
MSFT3.5%4.7%5.2%5.3%
AAPL3.0%3.2%2.9%2.4%
AMZN2.7%3.0%2.9%3.0%
GOOGL2.5%2.5%2.1%1.5%
AVGO2.2%2.5%2.4%2.1%
XOM1.7%1.2%1.1%1.0%
META1.4%1.4%1.6%1.7%
GOOG1.2%1.1%--
CSCO1.1%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+21.82%
GOOGL+28.44%
AMZN+18.13%
AVGO+27.28%
AAPL+16.80%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

XOM-16.94%
NOC-20.16%
MCK-9.89%
ABT-13.64%
CVX-12.81%

Sector Analysis

Energy5.4%
Others2.2%
Materials4.1%
Utilities5.0%
Financials13.5%
Healthcare11.8%
Technology24.6%
Industrials10.6%

Trading Summary