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Franklin's May AUM Balance Rises 1.9% on Net Inflows & Market Gains
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Key Takeaways
BEN reported May 2026 AUM of $1.78 trillion, up 1.9% from the prior month.
BEN benefited from positive markets and $4 billion of preliminary long-term net inflows.
BEN saw gains across equity, fixed income, alternative and multi-asset AUM in May.
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary assets under management (AUM) of $1.78 trillion as of May 31, 2026, which increased 1.9% from the prior month.
Growth in the AUM balance was driven by the positive impact of markets and preliminary long-term net inflows of $4 billion, including $1 billion of long-term net inflows at Western Asset Management.
Breakdown of BEN's May AUM Based on Asset Class
Franklin recorded equity assets of $751.5 billion, which increased 3.7% from the previous month. The fixed income AUM of $440.7 billion at the end of May 2026 also increased nearly 1% from the prior month. Alternative AUM rose nearly 1% from the prior month to $289.5 billion.
Multi-asset AUM was $219.1 billion, up nearly 1% from April 2026. However, the cash management balance was $78.8 billion, down 1.4% from the previous month.
Our Viewpoint on Franklin
May reflected an increase for BEN, with total AUM supported by favorable markets performance and net inflows. Equity, fixed income and alternative assets recorded gains, while multi-asset AUM also edged higher. 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 39.7% against the industry’s decline of 7.3%.
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 11.6% and 34.4%, respectively.
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Franklin's May AUM Balance Rises 1.9% on Net Inflows & Market Gains
Key Takeaways
Franklin Resources, Inc. (BEN - Free Report) reported its preliminary assets under management (AUM) of $1.78 trillion as of May 31, 2026, which increased 1.9% from the prior month.
Growth in the AUM balance was driven by the positive impact of markets and preliminary long-term net inflows of $4 billion, including $1 billion of long-term net inflows at Western Asset Management.
Breakdown of BEN's May AUM Based on Asset Class
Franklin recorded equity assets of $751.5 billion, which increased 3.7% from the previous month. The fixed income AUM of $440.7 billion at the end of May 2026 also increased nearly 1% from the prior month. Alternative AUM rose nearly 1% from the prior month to $289.5 billion.
Multi-asset AUM was $219.1 billion, up nearly 1% from April 2026. However, the cash management balance was $78.8 billion, down 1.4% from the previous month.
Our Viewpoint on Franklin
May reflected an increase for BEN, with total AUM supported by favorable markets performance and net inflows. Equity, fixed income and alternative assets recorded gains, while multi-asset AUM also edged higher. 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 39.7% against the industry’s decline of 7.3%.
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 11.6% and 34.4%, respectively.