Company Franklin Resources, Inc.

Equities

BEN

US3546131018

Investment Management & Fund Operators

Real-time Estimate Cboe BZX 12:06:09 2024-03-28 pm EDT 5-day change 1st Jan Change
28.01 USD +1.38% Intraday chart for Franklin Resources, Inc. +0.65% -5.91%

Business Summary

Franklin Resources, Inc. specializes in the management of investment funds. The group's activity is organized into 2 areas:

- investment services: activity insured under brands Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, etc. At the end of September 2022, the group had USD 1,297.4 billion of assets under management;

- financial services: retail banking activities, private banking, and consumer credit (automobile credit, mortgage loan, mortgage, etc.).

Net sales are distributed geographically as follows: the United States (74%), Americas (3.6%), Luxembourg (15.5%), Europe/Middle East/Africa (2.8%) and Asia/Pacific (4.1%).

Number of employees: 9,100

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment Management Fees
82.2 %
6,617 80.0 % 6,453 82.2 % -2.48%
Sales and Distribution Fees
15.3 %
1,415 17.1 % 1,204 15.3 % -14.93%
Shareholder Servicing Fees
1.9 %
193 2.3 % 153 1.9 % -20.88%
Other
0.5 %
51 0.6 % 40 0.5 % -20.59%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
74.9 %
6,126 74.0 % 5,881 74.9 % -4.01%
Luxembourg
14.4 %
1,280 15.5 % 1,132 14.4 % -11.54%
Asia-Pacific
3.9 %
337 4.1 % 309 3.9 % -8.42%
Europe, Middle East and Africa, excluding Luxembourg
3.4 %
235 2.8 % 271 3.4 % +15.20%
Americas excluding United States
3.3 %
297 3.6 % 257 3.3 % -13.49%

Managers

Managers TitleAgeSince
Chief Executive Officer 60 03-04-30
Director of Finance/CFO 51 19-05-05
Chairman 63 93-12-31
Compliance Officer 73 19-12-31
Compliance Officer 61 19-12-31
Investor Relations Contact - 20-12-31
Corporate Officer/Principal 73 19-12-31
Corporate Officer/Principal 59 19-12-31
Corporate Officer/Principal 62 19-12-31
Corporate Officer/Principal 50 19-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 84 68-12-31
Chairman 63 93-12-31
Director/Board Member 65 11-02-28
Director/Board Member 64 14-12-31
Director/Board Member 63 21-02-08
Director/Board Member 66 14-12-31
Director/Board Member 55 20-02-10
Director/Board Member 52 21-06-30
Chief Executive Officer 60 03-04-30
Director/Board Member 63 21-02-08

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 526,557,923 314,665,095 ( 59.76 %) 0 59.76 %

Shareholders

NameEquities%Valuation
104,200,629 19.79 % 2 860 M $
92,486,110 17.56 % 2 539 M $
Vanguard Fiduciary Trust Co.
6.134 %
32,296,534 6.134 % 887 M $
31,557,117 5.993 % 866 M $
Capital Research & Management Co. (Global Investors)
5.062 %
26,652,644 5.062 % 732 M $
BlackRock Advisors LLC
4.617 %
24,312,718 4.617 % 667 M $
21,508,103 4.085 % 590 M $
ProShare Advisors LLC
1.343 %
7,071,813 1.343 % 194 M $
Invesco Advisers, Inc.
1.328 %
6,992,483 1.328 % 192 M $
Geode Capital Management LLC
1.190 %
6,268,426 1.190 % 172 M $

Holdings

NameEquities%Valuation
Clarion Partners Real Estate Income Fund, Inc.
60.88%
25,496,162 60.88% 302,129,520 $

Company contact information

Franklin Resources, Inc.

One Franklin Parkway

94403-1906, San Mateo

+650-312-2000

http://www.franklinresources.com
address Franklin Resources, Inc.(BEN)

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