Net Assets for Franklin Resources (BEN)
According to Franklin Resources's latest reported financial statements, the company's latest reported net assets is $12.12B USD. Net assets — also called stockholders' equity — equal total assets minus total liabilities. They represent the residual claim of shareholders on the company's assets and roughly track book value over time.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
Currently viewingNet AssetsSwitch metric
Latest period
$12.12B
YoY change
-3.4%
5Y CAGR
+3.6%
Peak year (2017)
$12.62B
Latest annual
$12.08B
Net Assets history chart for Franklin Resources (BEN) from 1985 to 2025
Net Assets history table for Franklin Resources (BEN) from 1985 to 2025
| Fiscal year | Period ended | Reported | Net Assets | YoY |
|---|---|---|---|---|
| 2025 | $12.08B | -3.4% | ||
| 2024 | $12.51B | +5.0% | ||
| 2023 | $11.92B | +3.9% | ||
| 2022 | $11.47B | +2.2% | ||
| 2021 | $11.22B | +11.0% | ||
| 2020 | $10.11B | +2.1% | ||
| 2019 | $9.91B | +0.1% | ||
| 2018 | $9.90B | -21.6% | ||
| 2017 | $12.62B | +5.7% | ||
| 2016 | $11.94B | +0.8% | ||
| 2015 | $11.84B | +2.2% | ||
| 2014 | $11.58B | +15.0% | ||
| 2013 | $10.07B | +9.5% | ||
| 2012 | $9.20B | +7.9% | ||
| 2011 | $8.52B | +10.3% | ||
| 2010 | $7.73B | +1.2% | ||
| 2009 | $7.63B | +7.9% | ||
| 2008 | $7.07B | -3.5% | ||
| 2007 | $7.33B | +9.7% | ||
| 2006 | $6.68B | +17.6% | ||
| 2005 | $5.68B | +11.3% | ||
| 2004 | $5.11B | +18.5% | ||
| 2003 | $4.31B | +1.0% | ||
| 2002 | $4.27B | +7.3% | ||
| 2001 | $3.98B | +34.1% | ||
| 2000 | $2.97B | +11.6% | ||
| 1999 | $2.66B | +16.5% | ||
| 1998 | $2.28B | +23.0% | ||
| 1997 | $1.85B | +32.4% | ||
| 1996 | $1.40B | +20.6% | ||
| 1995 | $1.16B | +24.7% | ||
| 1994 | $930.82M | +29.2% | ||
| 1993 | $720.40M | +54.2% | ||
| 1992 | $467.20M | +28.7% | ||
| 1991 | $363.00M | +25.7% | ||
| 1990 | $288.80M | +33.4% | ||
| 1989 | $216.50M | +43.9% | ||
| 1988 | $150.50M | +43.9% | ||
| 1987 | $104.60M | +100.4% | ||
| 1986 | $52.20M | +133.0% | ||
| 1985 | $22.40M | — |
Net Assets values are taken from Franklin Resources's reported balance sheets (10-Q quarterly and 10-K annual filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the date the filing was reported; YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
Analysis
The 2025 reading of Franklin Resources (BEN) net assets is $12.08B – edged down 3.4% year-over-year.
Over 2020–2025 (5 years), Franklin Resources net assets expanded at a +3.6% compound annual rate, with the latest reading among the more recent periods of the dataset.
Between 2017 and 2025, Franklin Resources net assets edged down 4.3%, falling from $12.62B to $12.08B.
Across the available history, net assets reached its high of $12.62B in 2017 and its low of $22.40M in 1985.
Among 8 Financial Services peers, Franklin Resources (BEN) ranks 8th; the peer median for net assets is $153.04B.
Franklin Resources Net Assets by Year
Franklin Resources Net Assets 2025: $12.08B
Franklin Resources net assets in 2025 was $12.08B, edged down 3.4% below 2024.
Franklin Resources Net Assets 2024: $12.51B
Franklin Resources net assets in 2024 was $12.51B, edged up 5.0% from 2023.
Franklin Resources Net Assets 2023: $11.92B
Franklin Resources net assets in 2023 was $11.92B, edged up 3.9% from 2022.
Franklin Resources Net Assets 2022: $11.47B
Franklin Resources net assets in 2022 was $11.47B, edged up 2.2% from 2021.
Franklin Resources Net Assets 2021: $11.22B
Franklin Resources net assets in 2021 was $11.22B.
See more financial history for Franklin Resources (BEN).
Sector peers — Net Assets
Companies in the same sector as Franklin Resources, ranked by their latest net assets.
| Company | Net Assets | Sector |
|---|---|---|
| Berkshire Hathaway Inc. (BRK-B) | $717.42B | Financial Services |
| JPMorgan Chase & Co. (JPM) | $362.44B | Financial Services |
| Bank of America Corporation (BAC) | $303.24B | Financial Services |
| Wells Fargo & Company (WFC) | $181.12B | Financial Services |
| The Goldman Sachs Group, Inc. (GS) | $124.97B | Financial Services |
| Morgan Stanley (MS) | $111.63B | Financial Services |
| Visa Inc. (V) | $37.91B | Financial Services |
| Mastercard Incorporated (MA) | $7.74B | Financial Services |
Frequently asked questions
What is Franklin Resources's net assets?
- Latest reported net assets for Franklin Resources (BEN) is $12.12B (period ending March 31, 2026).
How has Franklin Resources net assets changed year-over-year?
- Franklin Resources (BEN) net assets changed -3.4% year-over-year on the latest annual filing.
What is the long-term growth rate of Franklin Resources net assets?
- Franklin Resources (BEN) net assets compound annual growth rate is +3.6% over the most recent 5 years available.
When did Franklin Resources net assets hit its highest annual value?
- Franklin Resources net assets reached its highest annual value of $12.62B in 2017.
What was Franklin Resources net assets in 2024?
- Franklin Resources (BEN) net assets in 2024 was $12.51B.
What was Franklin Resources net assets in 2025?
- Franklin Resources (BEN) net assets in 2025 was $12.08B.
Metrics overview
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