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FRANKLIN UNIVERSAL TRUST

CIK: 0000833040 FT Equity
Report date: 2026-04-23
AUM $228M
Expense Ratio
Category Equity
State FL
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-23

Holdings

From latest SEC N-PORT filing · US-listed stocks only

70 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 WMS Advanced Drainage Systems, Inc. Since 2026-05-10 00790RAB0 Debt
0.22%
$0.51 500,000
2 ATI ATI, Inc. Since 2026-05-10 01741RAN2 Debt
0.32%
$0.73 700,000
3 GNL Global Net Lease, Inc. Since 2026-05-10 02608AAA7 Debt
0.39%
$0.89 900,000
4 AMPY Amplify Energy Corp. Since 2026-05-10 03212B103 Equity (Common)
0.00%
$0.00 245
5 ACA Arcosa, Inc. Since 2026-05-10 039653AA8 Debt
0.13%
$0.30 300,000
6 ACA Arcosa, Inc. Since 2026-05-10 039653AC4 Debt
0.05%
$0.10 100,000
7 AXON Axon Enterprise, Inc. Since 2026-05-10 05464CAD3 Debt
0.11%
$0.26 250,000
8 CACI CACI International, Inc. Since 2026-05-10 127190AE6 Debt
0.19%
$0.44 425,000
9 CNP CenterPoint Energy, Inc. Since 2026-05-10 15189T107 Equity (Common)
2.35%
$5.34 122,800
10 CLF Cleveland-Cliffs, Inc. Since 2026-05-10 185899AP6 Debt
0.15%
$0.35 340,000
11 CLF Cleveland-Cliffs, Inc. Since 2026-05-10 18589GAA3 Debt
0.25%
$0.58 565,000
12 ED Consolidated Edison, Inc. Since 2026-05-10 209115104 Equity (Common)
0.74%
$1.69 15,000
13 CSTM Constellium SE Since 2026-05-10 21039CAB0 Debt
0.26%
$0.58 600,000
14 CSTM Constellium SE Since 2026-05-10 21039CAD6 Debt
0.18%
$0.42 400,000
15 DTM DT Midstream, Inc. Since 2026-05-10 23345M107 Equity (Common)
0.61%
$1.39 10,000
16 DTM DT Midstream, Inc. Since 2026-05-10 23345MAA5 Debt
0.13%
$0.30 300,000
17 DAR Darling Ingredients, Inc. Since 2026-05-10 237266AJ0 Debt
0.09%
$0.20 200,000
18 DVA DaVita, Inc. Since 2026-05-10 23918KAS7 Debt
0.52%
$1.18 1,200,000
19 DVA DaVita, Inc. Since 2026-05-10 23918KAW8 Debt
0.09%
$0.21 200,000
20 DHC Diversified Healthcare Trust Since 2026-05-10 25525PAE7 Debt
0.54%
$1.24 1,190,000
21 D Dominion Energy, Inc. Since 2026-05-10 25746U109 Equity (Common)
1.80%
$4.10 65,000
22 DFH Dream Finders Homes, Inc. Since 2026-05-10 26154DAA8 Debt
0.23%
$0.52 500,000
23 EIX Edison International Since 2026-05-10 281020107 Equity (Common)
0.66%
$1.50 20,000
24 ESI Element Solutions, Inc. Since 2026-05-10 28618MAA4 Debt
0.09%
$0.20 200,000
25 EBS Emergent BioSolutions, Inc. Since 2026-05-10 29089QAC9 Debt
0.35%
$0.79 900,000
26 ENB Enbridge, Inc. Since 2026-05-10 29250N105 Equity (Common)
0.92%
$2.09 39,360
27 ECPG Encore Capital Group, Inc. Since 2026-05-10 292554AQ5 Debt
0.28%
$0.63 600,000
28 ECPG Encore Capital Group, Inc. Since 2026-05-10 292554AR3 Debt
0.19%
$0.43 400,000
29 ENR Energizer Holdings, Inc. Since 2026-05-10 29272WAD1 Debt
0.09%
$0.19 200,000
30 EVRG Evergy, Inc. Since 2026-05-10 30034W106 Equity (Common)
2.65%
$6.02 72,000
31 FE FirstEnergy Corp. Since 2026-05-10 337932107 Equity (Common)
1.12%
$2.56 50,000
32 FOR Forestar Group, Inc. Since 2026-05-10 346232AG6 Debt
0.32%
$0.72 700,000
33 GTN-A Gray Media, Inc. Since 2026-05-10 389286AA3 Debt
0.10%
$0.24 300,000
34 GTN-A Gray Media, Inc. Since 2026-05-10 389375AN6 Debt
0.18%
$0.41 390,000
35 GTN-A Gray Media, Inc. Since 2026-05-10 389375AP1 Debt
0.16%
$0.37 355,000
36 KGS Kodiak Gas Services LLC Since 2026-05-10 50012LAC8 Debt
0.32%
$0.73 700,000
37 KGS Kodiak Gas Services LLC Since 2026-05-10 50012LAD6 Debt
0.10%
$0.23 225,000
38 KGS Kodiak Gas Services LLC Since 2026-05-10 50012LAE4 Debt
0.06%
$0.14 130,000
39 LGIH LGI Homes, Inc. Since 2026-05-10 50187TAH9 Debt
0.37%
$0.83 800,000
40 MHO M/I Homes, Inc. Since 2026-05-10 55305BAV3 Debt
0.25%
$0.58 600,000
41 MRP Millrose Properties, Inc. Since 2026-05-10 601137AA0 Debt
0.51%
$1.16 1,125,000
42 MRP Millrose Properties, Inc. Since 2026-05-10 601137AB8 Debt
0.17%
$0.38 375,000
43 NRG NRG Energy, Inc. Since 2026-05-10 629377CY6 Debt
0.35%
$0.80 800,000
44 NRG NRG Energy, Inc. Since 2026-05-10 629377DD1 Debt
0.30%
$0.68 665,000
45 NBR Nabors Industries, Inc. Since 2026-05-10 62957HAP0 Debt
0.14%
$0.32 300,000
46 NBR Nabors Industries, Inc. Since 2026-05-10 62957HAQ8 Debt
0.12%
$0.26 255,000
47 NWL Newell Brands, Inc. Since 2026-05-10 651229BE5 Debt
0.02%
$0.05 50,000
48 NWL Newell Brands, Inc. Since 2026-05-10 651229BF2 Debt
0.03%
$0.07 75,000
49 NWL Newell Brands, Inc. Since 2026-05-10 651229BG0 Debt
0.14%
$0.32 300,000
50 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
4.74%
$10.78 115,000
51 NI NiSource, Inc. Since 2026-05-10 65473P105 Equity (Common)
1.25%
$2.84 60,000
52 GEN Gen Digital, Inc. Since 2026-05-10 668771AM0 Debt
0.11%
$0.25 250,000
53 OII Oceaneering International, Inc. Since 2026-05-10 675232AD4 Debt
0.13%
$0.30 300,000
54 PRAA PRA Group, Inc. Since 2026-05-10 69354NAD8 Debt
0.12%
$0.28 300,000
55 PRAA PRA Group, Inc. Since 2026-05-10 69354NAE6 Debt
0.27%
$0.60 600,000
56 PRAA PRA Group, Inc. Since 2026-05-10 69354NAF3 Debt
0.18%
$0.41 400,000
57 POST Post Holdings, Inc. Since 2026-05-10 737446AQ7 Debt
0.17%
$0.39 400,000
58 RCL Royal Caribbean Cruises Ltd. Since 2026-05-10 780153BU5 Debt
0.14%
$0.31 300,000
59 SRE Sempra, Inc. Since 2026-05-10 816851109 Equity (Common)
3.81%
$8.66 90,000
60 STWD Starwood Property Trust, Inc. Since 2026-05-10 85571BBG9 Debt
0.20%
$0.45 445,000
61 SNEX StoneX Group, Inc. Since 2026-05-10 861896AA6 Debt
0.23%
$0.53 500,000
62 TTMI TTM Technologies, Inc. Since 2026-05-10 87305RAK5 Debt
0.21%
$0.49 500,000
63 VSAT Viasat, Inc. Since 2026-05-10 92552VAR1 Debt
0.23%
$0.52 525,000
64 WEC WEC Energy Group, Inc. Since 2026-05-10 92939U106 Equity (Common)
1.03%
$2.34 20,000
65 W Wayfair LLC Since 2026-05-10 94419NAA5 Debt
0.32%
$0.72 700,000
66 W Wayfair LLC Since 2026-05-10 94419NAB3 Debt
0.37%
$0.84 800,000
67 WFRD Weatherford International Ltd. Since 2026-05-10 947075AU1 Debt
0.08%
$0.19 184,000
68 WFRD Weatherford International Ltd. Since 2026-05-10 947075AW7 Debt
0.27%
$0.62 590,000
69 XEL Xcel Energy, Inc. Since 2026-05-10 98389B100 Equity (Common)
2.01%
$4.58 55,000
70 RCL Royal Caribbean Cruises Ltd. Since 2026-05-10 780153BV3 Debt
0.14%
$0.31 300,000