Franklin Resources (BEN) Assets Average (2009 - 2026)
Franklin Resources' (BEN) quarterly Assets Average came in at $33.3 billion in Q1 2026, up 3.54% year-on-year from $32.2 billion in Q1 2025, and up 2.68% quarter-over-quarter from $32.5 billion in Q4 2025.
Franklin Resources (BEN) Assets Average (2009 - 2026) Analysis & Trends
Franklin Resources has disclosed Assets Average across 18 years of filings, most recently posting $33.3 billion for Q1 2026.
- Assets Average for Q1 2026 came in at $33.3 billion, up 3.54% year-over-year; the trailing twelve-month figure through Mar 2026 was $33.3 billion (up 3.54% YoY), and the FY2025 annual result was $32.4 billion, up 3.59% from the prior year.
- Assets Average came in at $33.3 billion for Q1 2026 at Franklin Resources, up 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.
- The 5-year median for Assets Average is $31.4 billion (2024), against an average of $30.6 billion.
- Across the five-year window, Assets Average gained 18.73% in 2022 and fell 2.45% in 2025, its largest moves.
- Franklin Resources' 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 advanced by 2.68% to $33.3 billion in 2026.
- The last three Assets Average figures came in at $33.3 billion (Q1 2026), $32.5 billion (Q4 2025), and $32.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | Franklin Resources | 17.12 Bn | 18.53 Bn | 1.75 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 |