Company profile

Brookfield Asset Management Ltd. (BAM)

NYSE · Financial Services

$76.2B
Market value, latest we hold
12
Institutional holders shown
6
Reported quarters shown

About Brookfield Asset Management Ltd.

from the company's filings and listing
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
Connor David Teskey
Employees
5,800
Listed since
Dec 1, 2022
Market value
$76.2B
Price to earnings
27.4
Earnings per share
$1.74
Dividend yield
4.08%

bam.brookfield.com

Earnings

6 reported quarters · next on Nov 6, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$0.44$0.43$1.7B$1.5BEPS beatRevenue beat
Q1 FY2026reported May 8, 2026$0.43$0.41$1.3B$1.4BEPS beatRevenue miss
Q4 FY2025reported Feb 4, 2026$0.47$0.44$1.4B$1.5BEPS beatRevenue miss
Q3 FY2025reported Nov 7, 2025$0.41$0.40$1.2B$1.3BEPS beatRevenue miss
Q2 FY2025reported Aug 6, 2025$0.38$0.39$1.1B$1.3BEPS missRevenue miss
Q1 FY2025reported May 6, 2025$0.40$0.39$1.1B$1.3BEPS in lineRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Brookfield Corp$53.5B1,193,021,1450.0%74.26%
Partners Value Investments L.P.$1.3B29,588,4070.0%1.84%
Royal Bank Of Canada$953.5M21,259,887+7.9%1.32%
Principal Financial Group Inc$607.8M13,551,754+6.4%0.84%
Capital World Investors$604.8M13,485,369+28.2%0.84%
Vanguard Capital Management LLC$520.6M11,604,929+0.3%0.72%
Mackenzie Financial Corp$492.9M7,748,249-20.7%0.48%
TD Asset Management Inc$485.9M10,836,730-19.2%0.67%
Bank Of Montreal$481.9M10,754,386+2.3%0.67%
Capital International Investors$343.7M7,664,210+0.5%0.48%
Morgan Stanley$308.4M6,876,269+19.4%0.43%
Blackrock, Inc.$276.7M6,168,410+11.8%0.38%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

Questions

Why are no insider or congress trades shown for BAM?

This page lists no open-market insider filing and no congressional disclosure in Brookfield Asset Management Ltd.. A congressional disclosure names a company by its ticker symbol alone, and a symbol can be reassigned after its previous holder leaves the market. 4 disclosures filed under BAM are dated before this company began trading under it, and are not shown here. Insider filings arrive by ticker symbol too. This page withholds 30 insider rows: the SEC ownership filings behind them name a different company as the issuer of the stock traded. The filing tables appear as filings are published.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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