BAM
Brookfield Asset Management Ltd.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Brookfield Asset Management Ltd.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for Brookfield Asset Management Ltd..
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; no measured co-movers for Brookfield Asset Management Ltd..
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Brookfield Asset Management Ltd.
48.26
−0.34 · −0.70%
post 48.24 −0.04%
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adjusted returns for the benefit of our clients and shareholders. We manage a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and align our interests with our clients by investing alongside them. We have an exceptionally strong balance sheet, with over $30 billion of capital invested, primarily in our four listed partnerships: Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and Brookfield Business Partners. This access to large-scale capital enables us to make investments in sizeable, premier assets across geographies and asset classes that few managers are able to do. We create value for BAM shareholders in the following ways: As an asset manager – by investing both our own capital and that of our investors – this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income; as an investor and capital allocator – we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value; and as an owner-operator – we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing.
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adjusted returns for the benefit of our clients and shareholders. We manage a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and align our interests with our clients by investing alongside them. We have an exceptionally strong balance sheet, with over $30 billion of capital invested, primarily in our four listed partnerships: Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and Brookfield Business Partners. This access to large-scale capital enables us to make investments in sizeable, premier assets across geographies and asset classes that few managers are able to do. We create value for BAM shareholders in the following ways: As an asset manager – by investing both our own capital and that of our investors – this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income; as an investor and capital allocator – we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value; and as an owner-operator – we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing.
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| Brookfield | $53.5B | 79.76% | 0.00% |
| Partners Value | $1.3B | 1.98% | 0.00% |
| Royal Bank of Canada | $971.4M | 1.45% | +9.89% |
| Principal Financial | $607.8M | 0.91% | +6.41% |
| Capital World Investors | $604.8M | 0.90% | +28.24% |
| Manager | Value | % base | |
|---|---|---|---|
| Brookfield | $53.5B | 79.76% | 0.00% |
| Partners Value | $1.3B | 1.98% | 0.00% |
| Royal Bank of Canada | $971.4M | 1.45% | +9.89% |
| Principal Financial | $607.8M | 0.91% | +6.41% |
| Capital World Investors | $604.8M | 0.90% | +28.24% |
Bull2
Bear2
Expected move
Inputsstraddle ±6.1%
spot 48.26exp Nov 20ATM strike 47.5ATM straddle 3.45IV 38%