Franklin's August AUM Rises on Market Gains Despite Outflows

Franklin Resources, Inc. BEN reported its preliminary assets under management (AUM) of $1.64 trillion as of Aug. 31, 2025, which increased 1.7% from the prior month.

The increase in the AUM balance was due to the positive impact of markets, which was partially offset by preliminary long-term net outflows of $3 billion, including the funding of a $6 billion fixed income mandate. The figure also reflects $7 billion long-term net outflows at Western Asset Management.

Breakdown of BEN's August AUM Based on Asset Class

Franklin recorded equity assets of $673 billion, which increased 1.6% from the previous month. The fixed income AUM of $442.7 billion at the end of August 2025 increased marginally from the prior month. Alternative AUM also increased slightly from the prior month to $260.9 billion.

Multi-asset AUM was $189.6 billion, up 2.6% from July 2025. Additionally, the cash management balance was $78.7 billion, up 9.3% from the previous month.

Our Viewpoint on Franklin

August showed improvement for BEN, with total AUM growth driven by positive markets despite net outflows. The modest gains across equity, multi-asset, alternative, and cash management segments highlight steady progress. Further, Franklin’s inorganic expansion efforts continue to support its financials.

BEN's Price Performance and Zacks Rank

Over the past six months, BEN shares have gained 24.7% compared with the industry’s growth of 15.2%.

Zacks Investment Research
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.

Stocks to Consider

Two stocks, ALLIANCE CAP MANAGEMENT L.P.  AB and Victory Capital Holdings, Inc. VCTR, will announce their monthly performances in the upcoming days.

AB shares have risen 5.6% in the past six months, while VCTR shares have gained 15.2% during the same period.

Zacks Names #1 Semiconductor Stock

This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.

With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.

See This Stock Now for Free >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Franklin Resources, Inc. (BEN) : Free Stock Analysis Report

AllianceBernstein Holding L.P. (AB) : Free Stock Analysis Report

Victory Capital Holdings, Inc. (VCTR) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

More Related Articles

Info icon

This data feed is not available at this time.

Data is currently not available

Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.