Franklin Resources' AUM Climbs 1.7% to $1.74 Trillion on $10B Net Inflows
Franklin Resources posted preliminary February AUM of $1.74 trillion, a 1.7% increase driven by markets and $10 billion of net long-term inflows. Equity assets rose to $721.8 billion, fixed income climbed to $443.9 billion, alternative AUM reached $278.4 billion and cash management balances jumped 6.3% to $80.9 billion.
1. Preliminary February AUM
Franklin posted preliminary assets under management of $1.74 trillion as of Feb. 28, marking a 1.7% sequential gain driven by positive market performance and $10 billion of long-term net inflows, including $1 billion of outflows at Western Asset Management.
2. Asset Class Breakdown
Equity AUM rose 1.8% to $721.8 billion, fixed income increased 1% to $443.9 billion, alternative assets grew 1.1% to $278.4 billion, multi-asset solutions climbed 3% to $210.7 billion and cash management balances jumped 6.3% to $80.9 billion.
3. Recent Strategic Expansions
The firm expanded its alternative and credit platforms with the October acquisition of Apera Asset Management, adding $5.4 billion in AUM, and forged partnerships to enhance infrastructure, ETF and digital asset offerings.
4. Growth Outlook
With a five-year AUM CAGR of 3.1% and diversified distribution across regions, the company’s strategic acquisitions and product mix position it for sustained asset growth in fiscal 2026.