Universe›Financials›Asset Management & Custody Banks›Asset Management & Custody Banks›Franklin Resources
Observatory · observe first
Franklin Resources
BEN · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.072%
12M weight contribution
+0.018 pp
3M weight contribution
-0.015 pp
12M price return
-6.6%
Share of matched S&P 500 members
Monthly observations through Oct 2019
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Oct 2019 | $13.9bn | 0.072% | +0.018 pp | -6.6% | No |
| Sep 2019 | $14.5bn | 0.077% | +0.026 pp | -1.9% | No |
| Aug 2019 | $13.2bn | 0.072% | +0.018 pp | -14.5% | No |
| Jul 2019 | $16.4bn | 0.087% | -0.018 pp | -1.8% | No |
| Jun 2019 | $17.7bn | 0.095% | -0.010 pp | +12.1% | Yes |
| May 2019 | $16.2bn | 0.094% | -0.016 pp | -2.2% | Yes |
| Apr 2019 | $17.6bn | 0.098% | -0.014 pp | +6.1% | Yes |
| Mar 2019 | $16.9bn | 0.097% | -0.020 pp | -1.4% | Yes |
| Feb 2019 | $16.6bn | 0.096% | -0.032 pp | -5.6% | Yes |
| Jan 2019 | $15.1bn | 0.050% | -0.084 pp | -21.8% | No |
| Dec 2018 | $15.2bn | 0.054% | -0.079 pp | -21.7% | No |
| Nov 2018 | $17.4bn | 0.058% | -0.076 pp | -11.3% | No |
| Oct 2018 | $16.1bn | 0.054% | -0.079 pp | -20.2% | No |
| Sep 2018 | $16.0bn | 0.051% | -0.082 pp | -20.4% | No |
| Aug 2018 | $16.7bn | 0.054% | -0.079 pp | -17.5% | No |
| Jul 2018 | $18.1bn | 0.106% | -0.028 pp | -10.8% | No |
| Jun 2018 | $17.3bn | 0.105% | -0.028 pp | -16.7% | No |
| May 2018 | $18.1bn | 0.110% | -0.023 pp | -13.4% | No |
| Apr 2018 | $18.2bn | 0.112% | -0.022 pp | -13.2% | No |
| Mar 2018 | $19.1bn | 0.117% | -0.016 pp | -10.5% | No |
| Feb 2018 | $21.3bn | 0.128% | -0.006 pp | -8.8% | No |
| Jan 2018 | $23.4bn | 0.133% | +0.000 pp | +0.0% | No |
Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.