PRINCIPAL FINANCIAL GROUP INC - FRANKLIN RES INC ownership

FRANKLIN RES INC's ticker is BEN and the CUSIP is 354613101. A total of 518 filers reported holding FRANKLIN RES INC in Q4 2020. The put-call ratio across all filers is 1.45 and the average weighting 0.2%.

About FRANKLIN RES INC

Franklin Resources, Inc. is a global investment management organization that provides investment solutions to clients in over 170 countries. The company was founded in 1947 and is headquartered in San Mateo, California. Franklin Resources, Inc. manages over $1.5 trillion in assets under management as of June 30, 2021.

The company's investment philosophy is centered around active management and a long-term perspective. Franklin Resources, Inc. offers a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts.

Franklin Resources, Inc. has a strong reputation for its expertise in fixed income investments, particularly in emerging markets. The company's investment teams are comprised of experienced professionals who conduct extensive research and analysis to identify investment opportunities.

In recent years, Franklin Resources, Inc. has made a concerted effort to expand its offerings in the alternative investments space. The company has launched several new funds focused on private equity, real estate, and infrastructure investments.

Franklin Resources, Inc. is led by a seasoned management team, including CEO Jenny Johnson and Chairman of the Board Greg Johnson. The company has a strong commitment to corporate responsibility and sustainability, and has been recognized for its efforts in these areas.

Overall, Franklin Resources, Inc. is a well-respected investment management organization with a long track record of success. The company's focus on active management and long-term investing has served its clients well over the years, and its commitment to innovation and expansion bodes well for its future prospects.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
PRINCIPAL FINANCIAL GROUP INC ownership history of FRANKLIN RES INC
ValueSharesWeighting
Q2 2024$7,793,491
-22.3%
348,702
-2.2%
0.01%
-16.7%
Q1 2024$10,025,936
+1.5%
356,668
+7.6%
0.01%0.0%
Q4 2023$9,874,343
+17.7%
331,465
-2.9%
0.01%0.0%
Q3 2023$8,390,948
-9.8%
341,373
-2.0%
0.01%0.0%
Q2 2023$9,299,647
-4.9%
348,171
-4.1%
0.01%
-14.3%
Q1 2023$9,781,187
+1.6%
363,073
-0.5%
0.01%0.0%
Q4 2022$9,625,746
+13.3%
364,888
-7.6%
0.01%0.0%
Q3 2022$8,496,000
-18.4%
394,807
-11.6%
0.01%
-12.5%
Q2 2022$10,408,000
+6.8%
446,509
+27.9%
0.01%
+33.3%
Q1 2022$9,749,000
-15.5%
349,177
+1.4%
0.01%
-14.3%
Q4 2021$11,537,000
+8.2%
344,492
-4.0%
0.01%0.0%
Q3 2021$10,666,000
-5.1%
358,853
+2.1%
0.01%0.0%
Q2 2021$11,242,000
+11.1%
351,413
+2.8%
0.01%0.0%
Q1 2021$10,115,000
+13.7%
341,727
-4.0%
0.01%0.0%
Q4 2020$8,899,000
+16.1%
356,116
-5.5%
0.01%
+16.7%
Q3 2020$7,666,000
-15.4%
376,698
-12.9%
0.01%
-25.0%
Q2 2020$9,066,000
+34.0%
432,365
+6.7%
0.01%
+14.3%
Q1 2020$6,765,000
-35.1%
405,336
+1.1%
0.01%
-22.2%
Q4 2019$10,417,000
-13.9%
400,969
-4.3%
0.01%
-18.2%
Q3 2019$12,098,000
-21.7%
419,192
-5.6%
0.01%
-21.4%
Q2 2019$15,460,000
+5.9%
444,255
+0.9%
0.01%0.0%
Q1 2019$14,596,000
+13.3%
440,445
+1.4%
0.01%0.0%
Q4 2018$12,886,000
-7.8%
434,450
-5.5%
0.01%
+16.7%
Q3 2018$13,980,000
-7.8%
459,709
-2.9%
0.01%
-14.3%
Q2 2018$15,167,000
-6.1%
473,219
+1.6%
0.01%
-6.7%
Q1 2018$16,152,000
-21.0%
465,725
-1.2%
0.02%
-21.1%
Q4 2017$20,434,000
-46.0%
471,576
-44.5%
0.02%
-48.6%
Q3 2017$37,818,000
-4.5%
849,645
-3.9%
0.04%
-7.5%
Q2 2017$39,617,000
+93.2%
884,495
+81.7%
0.04%
+60.0%
Q1 2017$20,510,000
+7.7%
486,701
+1.1%
0.02%
+4.2%
Q4 2016$19,051,000
+9.0%
481,322
-2.1%
0.02%
+4.3%
Q3 2016$17,481,000
+3.9%
491,458
-2.6%
0.02%0.0%
Q2 2016$16,831,000
-14.7%
504,380
-0.2%
0.02%
-20.7%
Q1 2016$19,731,000
+6.7%
505,266
+0.6%
0.03%
+7.4%
Q4 2015$18,495,000
-1.0%
502,308
+0.2%
0.03%
-6.9%
Q3 2015$18,674,000
-23.5%
501,168
+0.7%
0.03%
-19.4%
Q2 2015$24,414,000
-8.1%
497,926
-3.8%
0.04%
-10.0%
Q1 2015$26,563,000
-1.8%
517,598
+5.9%
0.04%
-4.8%
Q4 2014$27,063,000
+2.4%
488,769
+1.0%
0.04%
-6.7%
Q3 2014$26,419,000
-5.6%
483,766
-0.1%
0.04%
-4.3%
Q2 2014$28,001,000
+3.3%
484,112
-3.2%
0.05%
-2.1%
Q1 2014$27,102,000
-5.0%
500,235
+1.3%
0.05%
-9.4%
Q4 2013$28,517,000
+14.2%
493,966
+0.0%
0.05%
+1.9%
Q3 2013$24,965,000
+11.0%
493,865
+198.7%
0.05%
+4.0%
Q2 2013$22,486,000165,3120.05%
Other shareholders
FRANKLIN RES INC shareholders Q4 2020
NameSharesValueWeighting ↓
Gallagher Fiduciary Advisors, LLC 1,758,916$46,4006.25%
Biechele Royce Advisors 397,766$10,4934.28%
RK Asset Management, LLC 150,554$3,9723.81%
Clarkston Capital Partners, LLC 7,005,280$184,799,2683.49%
FOUNDATION RESOURCE MANAGEMENT INC 534,559$14,1022.33%
Greenwich Wealth Management LLC 600,749$15,8481.74%
Vest Financial, LLC 400,502$10,565,2431.65%
Uncommon Cents Investing LLC 168,610$4,447,9321.64%
SANDLER CAPITAL MANAGEMENT 582,000$15,353,1601.57%
CHATHAM CAPITAL GROUP, INC. 248,482$6,554,9551.54%
View complete list of FRANKLIN RES INC shareholders