Company Description

Franklin Universal Trust is a closed-ended balanced mutual fund launched by Franklin Resources, Inc. The fund is managed by Franklin Advisers, Inc. It invests in the public equity and fixed income markets of the United States.

The fund invests in companies operating in utility sector. It employs fundamental analysis to invest in a diversified portfolio of corporate bonds and dividend paying utility stocks.

The fund benchmarks the equity component of its balanced portfolio against the S&P 500 Electric Utilities Index and the fixed component against the Credit Suisse High Yield.

Franklin Universal Trust was formed on September 23, 1988 and is domiciled in the United States.

Franklin Universal Trust

Country	United States
Founded	1988
Industry	Asset Management
Sector	Financials
CEO	Rupert Harris Johnson Jr.

Contact Details

Address: One Franklin Parkway, Building 970, 1st Floor San Mateo, California 94403 United States
Phone	650 312 3000
Website	franklintempleton.com

Stock Details

Ticker Symbol	FT
Exchange	NYSE
Stock Type	Common Stock
Reporting Currency	USD
CIK Code	0000833040
CUSIP Number	355145103
ISIN Number	US3551451038
Employer ID	94-3077602

Key Executives

Name	Position
Rupert Harris Johnson Jr.	Chairman and Senior Vice President
Glenn I. Voyles C.F.A.	Portfolio Manager

Latest SEC Filings

Date	Type	Title
Jul 25, 2025	NPORT-P	Monthly Portfolio Investments Report on Form N-PORT (Public)
May 6, 2025	40-17F2	Filing
Apr 30, 2025	40-17F2	Filing
Apr 29, 2025	N-CSRS	Filing
Apr 23, 2025	NPORT-P	Monthly Portfolio Investments Report on Form N-PORT (Public)
Mar 14, 2025	40-17F2	Filing
Feb 7, 2025	DEF 14A	Other definitive proxy statements
Jan 24, 2025	NPORT-P	Monthly Portfolio Investments Report on Form N-PORT (Public)
Nov 21, 2024	40-17G	Filing
Nov 12, 2024	N-CEN	Filing

View All SEC Filings