Franklin Resources (BEN)

• Market cap: $16.5B
• 1 day: 2.15%
• 5 days: 0.76%
• 1 month: 0.82%
• 3 months: 27.39%
• 6 months: 35.53%
• Year to date: 33.66%
• 1 year: 41.13%
• 5 years: -8.57%
• 10 years: -4.39%
• Sector: Financials
• Industry: Asset Management

About: Franklin Resources provides investment services for individual and institutional investors. At the end of December 2025, Franklin had $1.684 trillion in managed assets, composed primarily of equity (41%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (16%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of AUM) and institutional accounts (40%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its assets under management invested in global/international strategies and 29% sourced from clients domiciled outside the United States.

Employees: 10,000