Franklin Resources
Asset Management
Franklin Resources provides investment services for individual and institutional investors. At the end of October 2024, Franklin had $1.631 trillion in managed assets, composed primarily of equity (38%), fixed-income (32%), multi-asset/balanced (11%) funds, alternatives (15%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (53% of AUM) and institutional accounts (45%), 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 just as much sourced from clients domiciled outside the United States.

$10.9B

Market Cap • 12/25/2024

1969

(55 years)
Founded

1986

(38 years ago)
IPO

NYSE

Listing Exchange
Flag of US

San Mateo

Headquarters • California

S&P500 Participant

Index Composite • 2024