Franklin Resources (BEN) Assets Average (2009 - 2026)
Franklin Resources (BEN) posted quarterly Assets Average of $35.2 billion for Q2 2026, up 9.0% year-over-year from $32.3 billion in Q2 2025, and up 5.54% on a QoQ basis from $33.3 billion in Q1 2026.
Franklin Resources (BEN) Assets Average (2009 - 2026) Analysis & Trends
Franklin Resources has reported Assets Average for 18 years, with the latest figure at $35.2 billion in Q2 2026.
- Assets Average for Q2 2026 came in at $35.2 billion, up 9.0% year-over-year; the trailing twelve-month figure through Jun 2026 was $35.2 billion (up 9.0% YoY), and the FY2025 annual result was $32.4 billion, up 3.59% from the prior year.
- Assets Average advanced to $35.2 billion in Q2 2026, from $33.3 billion in the prior quarter.
- Over five years, Assets Average peaked at $35.2 billion in Q2 2026 and troughed at $25.4 billion in Q1 2022.
- A 5-year average of $30.9 billion and a median of $31.8 billion in 2024 frame the typical range for Assets Average.
- The widest annual swing landed in 2022, when Assets Average gained 18.73%; it then fell 2.45% in 2025.
- A 5-year view of Assets Average shows it stood at $28.7 billion in 2022, then advanced by 4.51% to $30.0 billion in 2023, then advanced by 8.11% to $32.4 billion in 2024, then advanced by 0.1% to $32.5 billion in 2025, then rose 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 Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.29 Bn | 165.42 Bn | - | 173.06 Bn |
| 2 | Blackstone | 114.53 Bn | 112.02 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.64 Bn | -180.43 Bn | - | - |
| 4 | Brookfield | 93.26 Bn | 45.85 Bn | - | - |
| 5 | Brookfield Asset Management | 83.47 Bn | 81.97 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 78.22 Bn | 52.85 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 51.53 Bn | 51.53 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 51.10 Bn | 40.05 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 93.09 Bn |
| 10 | Franklin Resources | 17.71 Bn | 13.99 Bn | - | 35.18 Bn |
Historic Data
Download 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 |