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| Date | Value |
|---|---|
| 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 |