Franklin Resources (BEN) Assets Average (2009 - 2026)

Franklin Resources (BEN) reported Assets Average of $33.3 billion for Q1 2026, up 3.54% on a YoY basis from $32.2 billion in Q1 2025, and up 2.68% sequentially from $32.5 billion in Q4 2025.

Franklin Resources (BEN) Assets Average (2009 - 2026) Analysis & Trends

Franklin Resources (BEN) has 18 years of Assets Average data on file, last reported at $33.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets Average rose 3.54% year-over-year to $33.3 billion; the trailing twelve-month figure through Mar 2026 stood at $33.3 billion (up 3.54% YoY), and the FY2025 full-year result was $32.4 billion, up 3.59% from the prior year.
  • Assets Average climbed to $33.3 billion in Q1 2026, from $32.5 billion in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $33.3 billion in Q1 2026 to a low of $25.4 billion in Q1 2022.
  • A 5-year average of $30.6 billion and a median of $31.4 billion in 2024 frame the typical range for Assets Average.
  • Across the five-year window, Assets Average gained 18.73% in 2022 and fell 2.45% in 2025, its largest moves.
  • Tracing BEN's Assets Average over 5 years: stood at $28.7 billion in 2022, then increased by 4.51% to $30.0 billion in 2023, then increased by 8.11% to $32.4 billion in 2024, then increased by 0.1% to $32.5 billion in 2025, then gained by 2.68% to $33.3 billion in 2026.
  • Business Quant data shows BEN's Assets Average at $33.3 billion in Q1 2026, $32.5 billion in Q4 2025, and $32.5 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 Franklin Resources 16.77 Bn 17.07 Bn - 33.33 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 22.50 Bn