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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
0.023%
12M weight contribution
-0.003 pp
3M weight contribution
-0.004 pp
12M price return
+15.6%
Share of matched S&P 500 members
Monthly observations through Oct 2025
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 2025 | $11.7bn | 0.023% | -0.003 pp | +15.6% | No |
| Sep 2025 | $12.0bn | 0.024% | -0.000 pp | +21.9% | No |
| Aug 2025 | $13.3bn | 0.028% | +0.002 pp | +34.8% | Yes |
| Jul 2025 | $12.6bn | 0.027% | +0.005 pp | +11.6% | Yes |
| Jun 2025 | $12.5bn | 0.027% | +0.005 pp | +13.4% | Yes |
| May 2025 | $11.4bn | 0.026% | +0.002 pp | -2.5% | Yes |
| Apr 2025 | $9.9bn | 0.024% | -0.011 pp | -12.7% | No |
| Mar 2025 | $10.1bn | 0.024% | -0.017 pp | -27.2% | No |
| Feb 2025 | $10.6bn | 0.024% | -0.018 pp | -22.0% | No |
| Jan 2025 | $11.7bn | 0.026% | -0.016 pp | -11.7% | Yes |
| Dec 2024 | $10.6bn | 0.024% | -0.020 pp | -27.2% | No |
| Nov 2024 | $11.9bn | 0.026% | -0.012 pp | -3.4% | Yes |
| Oct 2024 | $10.9bn | 0.026% | -0.013 pp | -4.1% | Yes |
| Sep 2024 | $10.5bn | 0.025% | -0.016 pp | -13.7% | No |
| Aug 2024 | $10.6bn | 0.026% | -0.017 pp | -20.6% | No |
| Jul 2024 | $12.0bn | 0.021% | -0.010 pp | -17.9% | No |
| Jun 2024 | $11.8bn | 0.022% | -0.009 pp | -12.2% | No |
| May 2024 | $12.4bn | 0.024% | -0.006 pp | +2.9% | No |
| Apr 2024 | $12.0bn | 0.035% | -0.011 pp | -11.1% | No |
| Mar 2024 | $14.8bn | 0.041% | -0.005 pp | +9.2% | Yes |
| Feb 2024 | $14.5bn | 0.041% | -0.010 pp | -2.5% | Yes |
| Jan 2024 | $14.0bn | 0.042% | -0.012 pp | -10.7% | Yes |
| Dec 2023 | $14.7bn | 0.044% | -0.004 pp | +17.0% | Yes |
| Nov 2023 | $12.3bn | 0.038% | -0.007 pp | -3.1% | Yes |
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.