Franklin Resources (BEN) Assets Average (2009 - 2026)
Franklin Resources' (BEN) quarterly Assets Average came in at $35.2 billion in Q2 2026, up 9.0% year-over-year from $32.3 billion in Q2 2025, and up 5.54% quarter-over-quarter from $33.3 billion in Q1 2026.
Analysis
Franklin Resources (BEN) Assets Average (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Assets Average across 18 years of filings, most recently posting $35.2 billion for Q2 2026.
- In Q2 2026, Assets Average rose 9.0% year-over-year to $35.2 billion; the TTM figure through Jun 2026 stood at $35.2 billion (up 9.0% YoY), while the FY2025 annual figure was $32.4 billion, up 3.59% from the prior year.
- Assets Average came in at $35.2 billion for Q2 2026 at Franklin Resources, up from $33.3 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $35.2 billion in Q2 2026 to a low of $25.4 billion in Q1 2022.
- Average Assets Average over 5 years is $30.9 billion, with a median of $31.8 billion recorded in 2024.
- Year-over-year, Assets Average advanced 18.73% in 2022 and retreated 2.45% in 2025.
- Over 5 years, Assets Average stood at $28.7 billion in 2022, then rose by 4.51% to $30.0 billion in 2023, then rose by 8.11% to $32.4 billion in 2024, then rose by 0.1% to $32.5 billion in 2025, then grew by 8.37% to $35.2 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $35.2 billion in Q2 2026, $33.3 billion in Q1 2026, and $32.5 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 173.06 Bn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | 42.15 Bn |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | 28.46 Bn |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 342.73 Bn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 35.18 Bn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 27.15 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 9.40 Bn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 178.19 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 35.18 Bn |
| Mar 31, 2026 | 33.33 Bn |
| Dec 31, 2025 | 32.46 Bn |
| Sep 30, 2025 | 32.46 Bn |
| Jun 30, 2025 | 32.27 Bn |
| Mar 31, 2025 | 32.19 Bn |
| Dec 31, 2024 | 32.43 Bn |
| Sep 30, 2024 | 32.86 Bn |
| Jun 30, 2024 | 33.08 Bn |
| Mar 31, 2024 | 31.39 Bn |
| Dec 31, 2023 | 29.99 Bn |
| Sep 30, 2023 | 30.18 Bn |
| Jun 30, 2023 | 29.66 Bn |
| Mar 31, 2023 | 29.21 Bn |
| Dec 31, 2022 | 28.70 Bn |
| Sep 30, 2022 | 27.83 Bn |
| Jun 30, 2022 | 26.71 Bn |
| Mar 31, 2022 | 25.41 Bn |
| Dec 31, 2021 | 24.58 Bn |
| Sep 30, 2021 | 23.65 Bn |