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Franklin's March AUM Declines 3.1% Sequentially Despite Net Inflows
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Key Takeaways
Franklin reported a March AUM of $1.68T, down 3.1% from February amid negative markets impact.
BEN saw $5B long-term net inflows, partly offset by $1B outflows at Western Asset Management.
Equity, fixed income, and alternatives declined, while cash management AUM rose 8.5% in March.
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary assets under management (AUM) of $1.68 trillion as of March 31, 2026, which decreased 3.1% from the prior month.
The decline in the AUM balance was due to the impact of negative markets, partially offset by preliminary long-term net inflows of $5 billion, inclusive of $1 billion of long-term net outflows at Western Asset Management.
Breakdown of BEN's March AUM Based on Asset Class
Franklin recorded equity assets of $669.6 billion, which decreased 7.2% from the previous month. The fixed income AUM of $433.9 billion at the end of March 2026 also decreased 2.3% from the prior month. Alternative AUM declined 1% from the prior month to $280 billion.
Multi-asset AUM was $208.7 billion, down nearly 1% from February 2026. However, the cash management balance was $87.8 billion, up 8.5% from the previous month.
Our Viewpoint on Franklin
March reflected a decline for BEN, with total AUM pressured by unfavorable markets performance. Equity, fixed income, and alternative assets recorded declines, while multi-asset AUM also edged lower. Nevertheless, the company’s efforts to expand into asset classes with strong client demand, along with its regional distribution model and continued strategic acquisitions, are likely to support AUM growth over time.
BEN's Price Performance and Zacks Rank
Over the past year, BEN shares have gained 40.5%, significantly outperforming the industry’s growth of 3.4%.
Two stocks, T. Rowe Price Group, Inc. (TROW - Free Report) and Victory Capital Holdings, Inc. (VCTR - Free Report) , will announce their monthly performances in the upcoming days.
Over the past year, shares of TROW and VCTR have risen 11.3% and 22.5%, respectively.
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Franklin's March AUM Declines 3.1% Sequentially Despite Net Inflows
Key Takeaways
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary assets under management (AUM) of $1.68 trillion as of March 31, 2026, which decreased 3.1% from the prior month.
The decline in the AUM balance was due to the impact of negative markets, partially offset by preliminary long-term net inflows of $5 billion, inclusive of $1 billion of long-term net outflows at Western Asset Management.
Breakdown of BEN's March AUM Based on Asset Class
Franklin recorded equity assets of $669.6 billion, which decreased 7.2% from the previous month. The fixed income AUM of $433.9 billion at the end of March 2026 also decreased 2.3% from the prior month. Alternative AUM declined 1% from the prior month to $280 billion.
Multi-asset AUM was $208.7 billion, down nearly 1% from February 2026. However, the cash management balance was $87.8 billion, up 8.5% from the previous month.
Our Viewpoint on Franklin
March reflected a decline for BEN, with total AUM pressured by unfavorable markets performance. Equity, fixed income, and alternative assets recorded declines, while multi-asset AUM also edged lower. Nevertheless, the company’s efforts to expand into asset classes with strong client demand, along with its regional distribution model and continued strategic acquisitions, are likely to support AUM growth over time.
BEN's Price Performance and Zacks Rank
Over the past year, BEN shares have gained 40.5%, significantly outperforming the industry’s growth of 3.4%.
Image Source: Zacks Investment Research
Franklin currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Peer Releases
Two stocks, T. Rowe Price Group, Inc. (TROW - Free Report) and Victory Capital Holdings, Inc. (VCTR - Free Report) , will announce their monthly performances in the upcoming days.
Over the past year, shares of TROW and VCTR have risen 11.3% and 22.5%, respectively.