Franklin Resources Inc (BEN) — Strategic Asset Allocation Index
Franklin Resources Inc (BEN) has a Strategic Asset Allocation Index of 112.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $16.38 Billion) total $16.38 Billion, measured against net assets of $14.62 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Franklin Resources Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how Franklin Resources Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 112.1%, representing strategic assets of $16.38 Billion against net assets of $14.62 Billion USD. Explore Franklin Resources Inc operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Franklin Resources Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Franklin Resources Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see BEN market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 115.3% | $16.37 Billion | $1.71 Billion | $14.65 Billion | $14.19 Billion | ▲ +11.4 pp |
| 2024 | 104.0% | $15.14 Billion | $1.77 Billion | $13.37 Billion | $14.56 Billion | ▲ +7.7 pp |
| 2023 | 96.3% | $13.07 Billion | $1.21 Billion | $11.86 Billion | $13.57 Billion | ▲ +75.6 pp |
| 2022 | 20.7% | $2.86 Billion | $1.21 Billion | $1.65 Billion | $13.82 Billion | ▲ +2.8 pp |
| 2021 | 17.9% | $2.28 Billion | $770.00 Million | $1.51 Billion | $12.74 Billion | ▼ -0.4 pp |
| 2020 | 18.3% | $2.08 Billion | $813.80 Million | $1.27 Billion | $11.41 Billion | ▼ -1.4 pp |
| 2019 | 19.7% | $2.24 Billion | $683.70 Million | $1.56 Billion | $11.37 Billion | ▲ +2.3 pp |
| 2018 | 17.4% | $1.96 Billion | $535.00 Million | $1.43 Billion | $11.25 Billion | ▲ +4.6 pp |
| 2017 | 12.8% | $1.91 Billion | $517.20 Million | $1.39 Billion | $14.88 Billion | ▼ -10.5 pp |
| 2016 | 23.4% | $2.94 Billion | $523.20 Million | $2.42 Billion | $12.59 Billion | ▼ -0.3 pp |
| 2015 | 23.6% | $2.97 Billion | $510.10 Million | $2.46 Billion | $12.56 Billion | ▲ +19.4 pp |
| 2014 | 4.3% | $530.70 Million | $530.70 Million | $- | $12.45 Billion | ▼ -23.5 pp |
| 2013 | 27.8% | $3.00 Billion | $564.10 Million | $2.44 Billion | $10.81 Billion | ▼ -4.6 pp |
| 2012 | 32.4% | $3.17 Billion | $582.70 Million | $2.58 Billion | $9.79 Billion | ▲ +17.7 pp |
| 2011 | 14.7% | $1.34 Billion | $589.75 Million | $747.35 Million | $9.12 Billion | ▼ -2.9 pp |
| 2010 | 17.6% | $1.36 Billion | $548.96 Million | $811.31 Million | $7.75 Billion | ▼ -7.8 pp |
| 2009 | 25.4% | $1.95 Billion | $535.46 Million | $1.42 Billion | $7.70 Billion | ▲ +17.6 pp |
| 2008 | 7.8% | $554.71 Million | $554.71 Million | $- | $7.15 Billion | ▲ +0.2 pp |
| 2007 | 7.6% | $559.48 Million | $559.48 Million | $- | $7.37 Billion | ▲ +0.1 pp |
| 2006 | 7.5% | $506.29 Million | $506.29 Million | $- | $6.78 Billion | ▼ -1.0 pp |
| 2005 | 8.5% | $489.37 Million | $489.37 Million | $- | $5.76 Billion | ▼ -0.6 pp |
| 2004 | 9.1% | $470.58 Million | $470.58 Million | $- | $5.18 Billion | ▲ +0.9 pp |
| 2003 | 8.2% | $356.77 Million | $356.77 Million | $- | $4.34 Billion | ▼ -1.0 pp |
| 2002 | 9.2% | $394.17 Million | $394.17 Million | $- | $4.27 Billion | ▼ -2.1 pp |
| 2001 | 11.3% | $449.63 Million | $449.63 Million | $- | $3.98 Billion | ▼ -3.7 pp |
| 2000 | 15.0% | $444.69 Million | $444.69 Million | $- | $2.97 Billion | — |