Brookfield Asset Management Ltd.

BAM.US
Financial Services · Asset Management
48.05
+0.00 (+0.00%)
USD · NYSE

Company Information

Company Name
Brookfield Asset Management Ltd.
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: CA1130041058
CIK: 0001001085
CUSIP: 280905803
Currency: USD
Full Time Employees: 5,800
Phone: 212 417 7000
Fiscal Year End: December
IPO Date: Dec 12, 2022
Description:

Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments. The firm invests in real assets, including real estate, infrastructure, renewable power, private equity, and credit. The firm employs fundamental and operational analysis to make its investments. The firm uses both in-house and external research to complement its investment process. It was founded in 2022 and is based in New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

Address:

Brookfield Place, New York, NY, United States, 10281-0221

People

Directors & Officers

Name Title Year Born
Mr. Connor David Teskey Chief Executive Officer 1987
Ms. Hadley Peer Marshall Chief Financial Officer 1974
Mr. Brian William Kingston Head of U.S., Executive Chair of Real Estate & Director 1973

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 28, 2023 Multi-Strategy Mast Brookfield N/A Sale 24.74K $11.96 $295.94K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Partners Value Investments LP 181.41M Mar 31, 2026 7.40% $78.56 0.00%
Royal Bank of Canada 113.77M Mar 31, 2026 4.64% $0.81 0.11%
Vanguard Group Inc 92.10M Dec 31, 2025 3.76% $0.06 1.39%
Capital World Investors 82.34M Mar 31, 2026 3.36% $0.45 -16.89%
Principal Financial Group Inc 63.82M Mar 31, 2026 2.60% $1.38 -1.89%
Vanguard Capital Management, LLC 61.44M Mar 31, 2026 2.51% $0.06 0.00%
Pershing Square Capital Management, L.P. 59.70M Mar 31, 2026 2.44% $17.62 -2.78%
Dodge & Cox 59.19M Mar 31, 2026 2.41% $1.32 43.38%
Bank of Montreal 54.79M Mar 31, 2026 2.24% $0.83 -7.26%
BMO Capital Markets Corp. 54.79M Mar 31, 2026 2.24% $0.83 -7.26%
Brookfield Corp 46.58M Mar 31, 2026 1.90% $2.54 0.00%
1832 Asset Management L.P 42.95M Mar 31, 2026 1.75% $1.60 -5.71%
TD Asset Management Inc 36.21M Mar 31, 2026 1.48% $1.19 1.25%
NORGES BANK 26.74M Dec 31, 2025 1.09% $0.13 6.10%
NATIONAL BANK OF CANADA /FI/ 24.21M Mar 31, 2026 0.99% $0.88 5.13%
First Manhattan Co. LLC 23.27M Mar 31, 2026 0.95% $2.61 -2.23%
Fidelity International Ltd 22.47M Mar 31, 2026 0.92% $0.71 -13.39%
Mackenzie Investments 22.17M Mar 31, 2026 0.90% $1.08 -7.03%
Geode Capital Management, LLC 20.59M Mar 31, 2026 0.84% $0.05 4.63%
CIBC World Markets Inc. 19.68M Mar 31, 2026 0.80% $1.30 10.39%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Intl Stock Index Inv 30.77M 1.26% ▼ 0.91% Jun 30, 2026
2 Dodge & Cox Stock I 28.86M 1.18% ▲ 2.27% Jun 30, 2026
3 American Funds American Balanced A 27.70M 1.13% ▼ 4.97% Jun 30, 2026
4 Principal Aligned MidCap Equity 27.63M 1.13% ▼ 13.55% Jun 30, 2026
5 Principal MidCap R5 27.38M 1.12% ▲ 3.93% Jun 30, 2026
6 Vanguard Developed Markets Index Admiral 20.46M 0.83% ▼ 0.90% Jun 30, 2026
7 RBC Canadian Dividend Fund A 20.21M 0.82% ▲ 0.00% Jun 30, 2026
8 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 15.50M 0.63% ▼ 0.82% Jun 30, 2026
9 Capital Group Growth Fnd of Amer Comp 15.16M 0.62% ▲ 0.00% Mar 31, 2026
10 Dodge & Cox International Stock I 14.61M 0.60% ▲ 0.00% Jun 30, 2026

Financial Highlights

Market Cap: $75.94B
EBITDA: $3.21B
P/E Ratio: $30.49
PEG Ratio: $1.21
Book Value: $4.74
Dividend/Share: $1.82
Dividend Yield: 3.92%
Earnings/Share: $1.56
Profit Margin: 49.69%
Operating Margin: 64.50%
ROA (TTM): 12.00%
ROE (TTM): 22.39%
Revenue (TTM): $5.07B
Revenue/Share (TTM): $3.15
Earnings Growth (YOY): 5.60%
Revenue Growth (YOY): 23.80%

Valuation Metrics

Enterprise Value: $81.45B
Trailing P/E: 30.49
Forward P/E: 24.88

Shares Statistics

Shares Outstanding: 1.60B
Shares Float: 323.92M
% Insiders: 356.80%
% Institutions: 8,966.20%
Short % Float: 4.91%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$4.61B
Cost of Goods Sold
adjust
$-1.37B
Gross Profit
subtotal
$3.24B
SG&A
adjust
$-56.00M
Other Operating Expense
adjust
$-145.00M
Operating Income
subtotal
$3.03B
Other / Non-Operating Items
adjust
$-549.00M
Net Income
subtotal
$2.49B

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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