Franklin Resources: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on UBS, newest first. How the timeline and the estimate are built.

Franklin Resources held 9,121,222 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 9,121,222 shares
Change vs previous 13F +3,881,869 shares
0.08% of the 13F portfolio, value $451,947,870.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 5,826,152 shares
- Clearbridge Investments, LLC: 3,295,070 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,239,353 shares
Change vs previous 13F +197,562 shares
0.04% of the 13F portfolio, value $204,282,124.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 5,101,601 shares
- Clearbridge Investments, LLC: 137,752 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,041,791 shares
Change vs previous 13F +3,177,633 shares
0.04% of the 13F portfolio, value $232,607,315.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 4,907,214 shares
- Clearbridge Investments, LLC: 134,577 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,864,158 shares
Change vs previous 13F +1,091,865 shares
0.01% of the 13F portfolio, value $76,616,221.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 1,727,240 shares
- Clearbridge Investments, LLC: 136,918 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 772,293 shares
Change vs previous 13F -1,588,086 shares
0.01% of the 13F portfolio, value $26,211,972.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 637,302 shares
- Clearbridge Investments, LLC: 134,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,360,379 shares
Change vs previous 13F +426,367 shares
0.02% of the 13F portfolio, value $72,529,680.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 2,215,330 shares
- Clearbridge Investments, LLC: 145,049 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,934,012 shares
Change vs previous 13F +437,673 shares
0.01% of the 13F portfolio, value $59,161,704.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 1,789,899 shares
- Clearbridge Investments, LLC: 144,113 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,496,339 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $48,992,891.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 1,332,626 shares
- Clearbridge Investments, LLC: 163,713 shares
Acceptance time not in the bulk data set (spec §4.2).