Titelia

Holdings of Franklin Mutual Global Discovery Fund

Franklin Mutual Series Funds · 58 declared positions · as of Mar 31, 2026

Original filing · Net assets 9B $ · Ten largest lines: 24.4 % of the equity sleeve

Sector breakdown

  • Financials 14.2 %
  • Health care 13.4 %
  • Communication 10.4 %
  • Energy 8.9 %
  • Industrials 4.6 %
  • Consumer staples 4.1 %
  • Technology 4.1 %
  • Consumer discretionary 3.1 %
  • Utilities 1.5 %
  • Unattributed 35.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 50.8 %
  • EUR 19.5 %
  • GBP 16.4 %
  • JPY 5.1 %
  • CHF 3.6 %
  • SGD 1.8 %
  • HKD 1.6 %
  • KRW 1.2 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 48.7 %
  • GB 16.4 %
  • FR 9.1 %
  • DE 7.2 %
  • NL 5.2 %
  • JP 5.1 %
  • CH 3.6 %
  • SG 1.8 %
  • HK 1.6 %
  • KR 1.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US294.2B $48.65 %
GB91.4B $16.44 %
FR5797.6M $9.14 %
DE4631.4M $7.24 %
NL3456.8M $5.23 %
JP3445.3M $5.10 %
CH2318.4M $3.65 %
SG1154M $1.76 %
HK1135.7M $1.56 %
KR1107.3M $1.23 %

Positions

CompanySharesValueWeight
Alphabet Inc 821,600236.3M $2.63 %
EOG Resources Inc 1,559,330225.4M $2.51 %
Merck & Co Inc 1,856,906223.4M $2.49 %
BNP Paribas SA 2,308,588219.9M $2.45 %
BP PLC 27,766,456217.3M $2.42 %
Deutsche Telekom AG 5,693,347212.5M $2.37 %
Roche Holding AG 512,706204.6M $2.28 %
BASF SE 3,241,767199.7M $2.22 %
British American Tobacco PLC 3,361,093195.1M $2.17 %
Shell PLC 4,156,483192.5M $2.14 %
Haleon PLC 38,412,849190.1M $2.12 %
AerCap Holdings NV 1,357,891186.3M $2.08 %
Novartis AG 1,192,174182.1M $2.03 %
Pan Pacific International Holdings Corp. 27,814,787169.7M $1.89 %
Bank of America Corp 3,474,792169.4M $1.89 %
Mondelez International Inc 2,860,316164.9M $1.84 %
Arthur J Gallagher & Co 756,577163.9M $1.83 %
Prudential PLC 11,658,892162.1M $1.81 %
Medtronic PLC 1,856,578160.9M $1.79 %
Airbus SE 848,646160.5M $1.79 %
Toyota Motor Corp. 7,523,666156.4M $1.74 %
Danone SA 1,941,405155.1M $1.73 %
Wells Fargo & Co 1,945,627154.9M $1.73 %
DBS Group Holdings Ltd 3,459,649154M $1.72 %
Zimmer Biomet Holdings Inc 1,694,167153.2M $1.71 %
Union Pacific Corp 629,400152.7M $1.70 %
Heineken NV 1,983,768152.6M $1.70 %
Fiserv Inc 2,707,690151.1M $1.68 %
PPG Industries Inc 1,400,695149.7M $1.67 %
SLB Ltd 2,833,602145.6M $1.62 %
HSBC Holdings PLC 8,866,567145.6M $1.62 %
Walt Disney Co/The 1,487,531143.4M $1.60 %
Elevance Health Inc 476,783139.6M $1.56 %
Reckitt Benckiser Group PLC 2,060,640138.6M $1.54 %
Adobe Inc 562,821136.8M $1.52 %
Tencent Holdings Ltd 2,152,238135.7M $1.51 %
Blackrock Inc 139,612134.3M $1.50 %
Capital One Financial Corp 735,161134.1M $1.49 %
Capgemini SE 1,125,622132.8M $1.48 %
CVS Health Corp 1,834,131131.7M $1.47 %
Cie de Saint-Gobain SA 1,561,326129.3M $1.44 %
Deutsche Bank AG 4,319,200128.5M $1.43 %
National Grid PLC 7,545,498127.4M $1.42 %
Ferguson Enterprises Inc 545,947127.3M $1.42 %
Meta Platforms Inc 222,238127.1M $1.42 %
Abbott Laboratories 1,231,439126.4M $1.41 %
Charter Communications, Inc. 577,623124.7M $1.39 %
International Paper Co 3,379,283120.6M $1.34 %
Renesas Electronics Corp 8,338,672119.2M $1.33 %
Stellantis NV 16,318,185117.9M $1.31 %
JPMorgan Chase & Co 388,287114.2M $1.27 %
Cie Financiere Richemont SA 644,293113.8M $1.27 %
Salesforce Inc 587,781109.7M $1.22 %
Samsung Electronics Co Ltd 917,803107.3M $1.20 %
International Flavors & Fragrances Inc 1,289,65093.6M $1.04 %
Siemens AG 372,37190.7M $1.01 %
Babcock International Group PLC 4,220,66965.5M $0.73 %
Warner Bros Discovery Inc 1,764,29048.4M $0.54 %