BNT
Brookfield Wealth Solutions Ltd
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Brookfield Wealth Solutions Ltd
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
0
filed ties
—
Brookfield Wealth Solutions Ltd.
40.90
+3.41 · +9.10%
post 37.98 −7.15%
No thesis.
Expected move
No implied move.
No implied move.
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Partners Value InvestmentsPartners Value | $525.6M | 65.31% | 0.00% | |
| 2 | Brookfield Asset ManagementBrookfield | $57.8M | 7.19% | 0.00% | |
| 3 | Royal Bank of CanadaRoyal Bank of Canada | $36.7M | 4.56% | −0.08% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $33.1M | 4.12% | −20.67% | |
| 5 | Bank of Nova ScotiaBank of Nova Scotia | $32.0M | 3.97% | +4.90% | |
| 6 | Norges BankNorges Bankindex-like | $14.8M | 1.84% | — | |
| 7 | Principal Financial GroupPrincipal Financial | $14.8M | 1.84% | −4.13% | |
| 8 | Canada Pension Plan Investment BoardCanada Pension Plan Investment Board | $10.4M | 1.29% | +13.29% | |
| 9 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $10.0M | 1.25% | −27.25% | |
| 10 | Mackenzie FinancialMackenzie Financial | $4.6M | 0.57% | +9.07% | |
| 11 | Legal & General GroupLegal & General | $4.5M | 0.56% | +0.06% | |
| 12 | UBS GroupUBS | $4.3M | 0.53% | +410.51% | |
| 13 | Bank of MontrealBank of Montreal | $4.1M | 0.50% | +94.42% | |
| 14 | Schwartz Investment CounselSchwartz | $3.9M | 0.48% | +4.07% | |
| 15 | Vanguard Global AdvisersVanguard Globalindex-like | $3.7M | 0.46% | −25.43% | |
| 16 | Goldman Sachs GroupGoldman Sachs | $3.5M | 0.43% | −9.58% | |
| 17 | Toronto Dominion BankToronto Dominion Bank | $3.3M | 0.41% | −4.50% | |
| 18 | CI InvestmentsCI Investments | $2.7M | 0.33% | −67.24% | |
| 19 | Dimensional Fund AdvisorsDimensional | $2.6M | 0.33% | new | |
| 20 | CIBC World MarketsCIBC World Markets | $2.3M | 0.29% | +23.28% | |
| 21 | TD Asset ManagementTD Asset Management | $2.0M | 0.25% | +4.57% | |
| 22 | Morgan StanleyMorgan Stanley | $1.7M | 0.22% | +38.89% | |
| 23 | Swiss National BankSwiss National Bank | $1.7M | 0.21% | −12.79% | |
| 24 | Leavell Investment ManagementLeavell | $1.5M | 0.19% | −2.38% | |
| 25 | Proficio Capital PartnersProficio Capital Partners | $1.5M | 0.19% | 0.00% |
102 managers report $804.8M of Brookfield Wealth Solutions on form 13F for the quarter ended Jun 30 '26. 4 of them hold 80% of it; Partners Value is largest at 65.31%.