Brookfield Asset Management Ltd. (BAM)
As-reported financials and SEC filings for Brookfield Asset Management Ltd. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.
About Brookfield Asset Management Ltd.
Brookfield Asset Management Ltd. is a global alternative asset manager headquartered in New York, NY, with over $1 trillion in assets under management. The company offers investment products across infrastructure, renewable power, private equity, real estate, and credit to institutional clients such as pension plans, endowments, sovereign wealth funds, and private wealth investors worldwide. Brookfield focuses on long-term investments in real assets and essential service businesses, leveraging its global reach and operating expertise to manage and grow client capital.
Snapshot
Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
What changed at Brookfield Asset Management
- Revenue grew 16.7% to $3.9B in FY2025, faster than the 7.6% the year before.
- Most recent quarter Q2 FY2026: revenue $1.0B, up 12.5% from Q2 FY2025.
- Net income rose 13.8% to $2.4B in FY2025.
Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.
Peer comparison
Where Brookfield Asset Management’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).
Brookfield Asset Management’s net margin of 60.8% ranks in the 98th percentile of the 377 Financials companies reporting it. Brookfield Asset Management’s P/E of 29.6 ranks in the 86th percentile of the 318 peers with a meaningful P/E.
No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →
Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.
Institutional ownership
Held by 3 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).
| Investor | As of | Position value | Shares | Change |
|---|---|---|---|---|
| Markel Group | Q2 2026 | $98.4M | 2.2M | Held |
| Millennium Managementquant | Q2 2026 | $67.7M | 1.5M | Added |
| AQR Capital Managementquant | Q2 2026 | $28.5M | 635.1K | Added |
| D. E. Shawquant | Q2 2026 | $25.4M | 567.5K | Reduced |
| Citadel Advisorsquant | Q2 2026 | $6.3M | 139.4K | Reduced |
| Point72 Asset Managementquant | Q2 2026 | $5.6M | 124.1K | New |
| Two Sigma Investmentsquant | Q2 2026 | $5.5M | 123.7K | Added |
| Bridgewater Associates | Q2 2026 | $3.0M | 67.5K | Added |
| Gotham Asset Management | Q2 2026 | $494,471 | 11.0K | Held |
No longer held by: Renaissance Technologies (as of Q2 2026)
From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.
Short interest
Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 2026-08-14 | 19.6M | +0.6% | 5.86 |
| 2026-07-31 | 19.4M | +5.5% | 9.18 |
| 2026-07-15 | 18.4M | -2.1% | 8.47 |
| 2026-06-30 | 18.8M | -3.7% | 5.77 |
| 2026-06-15 | 19.6M | -17.9% | 6.24 |
| 2026-05-29 | 23.8M | +11.6% | 8.35 |
| 2026-05-15 | 21.4M | +8.6% | 6.11 |
| 2026-04-30 | 19.7M | +8.6% | 6.43 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.
Income statement (as reported)
| FY2025 | FY2024 | FY2023 | |
|---|---|---|---|
| Revenue | $3.94B | $3.38B | $3.14B |
| Gross profit | — | — | — |
| Operating income | — | — | — |
| Net income | $2.40B | $2.11B | $2.14B |
| Diluted EPS | — | — | $1.13 |
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Balance sheet (as reported)
| FY2025 | FY2024 | FY2023 | |
|---|---|---|---|
| Cash and equivalents | $1.58B | $404.0M | $9.0M |
| Current assets | — | — | — |
| Total assets | $17.05B | $14.16B | $3.21B |
| Current liabilities | — | — | — |
| Long-term debt | — | — | — |
| Total liabilities | $6.74B | $2.97B | $1.12B |
| Total equity | $8.91B | $9.09B | $2.08B |
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Cash flow (as reported)
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Quarterly trend (as reported)
| Quarter | Revenue | Revenue YoY | Net income | Diluted EPS |
|---|---|---|---|---|
| Q2 FY2026 | $1.05B | 12.5% | $1.17B | — |
| Q1 FY2026 | $990.0M | 3.8% | $586.0M | — |
| Q4 FY2025 | $1.08B | 20.4% | $615.0M | — |
| Q3 FY2025 | $974.0M | 11.6% | $692.0M | — |
| Q2 FY2025 | $931.0M | 13.4% | $584.0M | — |
| Q1 FY2025 | $954.0M | 21.4% | $507.0M | — |
| Q4 FY2024 | $901.0M | — | $680.0M | — |
| Q3 FY2024 | $873.0M | — | $537.0M | — |
Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.
Company facts
Selected SEC filings
Largest Financials peers
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.