BAM is the ticker symbol for Brookfield Asset Management Ltd., a publicly traded Financials sector company listed on NYSE. 13F Pro tracks BAM with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is BAM a good stock to buy?

13F Pro's AI ranking engine scores BAM at 79.1/100, ranked #48 of 2,961 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for BAM is available at https://13fpro.ai/company/BAM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source BAM data?

All Brookfield Asset Management Ltd. fundamentals and ownership data come directly from SEC EDGAR. Brookfield Asset Management Ltd. files with the SEC under CIK 1937926. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Brookfield Asset Management Ltd.(BAM)— Stock Profile, AI Score & Financials

Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

Brookfield Asset Management Ltd. (BAM) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores BAM at 79.1/100 on a 32-signal composite quality model, placing it at rank #48 of 2,961 stocks — the top 5% of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), Brookfield Asset Management Ltd. reports quarterly revenue of $1.8B, net income of $1.2B, an operating margin of 76.1%. Top institutional holders of BAM by reported 13-F value include BROOKFIELD, Partners Value Investments L.P., ROYAL BANK OF CANADA, based on the most recent SEC filings. BAM trades on the NYSE exchange and files with the SEC under CIK 1937926. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BAM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Brookfield Asset Management Ltd. directly from SEC EDGAR.

AI Quality Score

79.1/100

AI Rank

#48

Revenue

$1.8B

Net Income

$1.2B

Operating Margin

76.1%

BAM key financials by period

Brookfield Asset Management Ltd. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$4.8B	$2.4B	60.7%
FY 2024	10-K	$4.0B	$2.1B	64.0%
FY 2023	10-K	$4.1B	$2.1B	62.9%

Institutions holding BAM

Institutional investors reporting a position in Brookfield Asset Management Ltd. on SEC Form 13F.
Institution	Shares	Value	Reported
BROOKFIELD	1,193,021,145	$53.5B	2026-06-30
Partners Value Investments L.P.	29,588,407	$1.3B	2026-06-30
ROYAL BANK OF CANADA	21,259,887	$953.5M	2026-06-30
PRINCIPAL FINANCIAL GROUP	13,551,754	$607.8M	2026-06-30
Capital World Investors	13,485,369	$604.8M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	11,604,929	$520.6M	2026-06-30
MACKENZIE FINANCIAL	7,748,249	$492.9M	2026-06-30
TD ASSET MANAGEMENT	10,836,730	$485.9M	2026-06-30
BANK OF MONTREAL	10,754,386	$481.9M	2026-06-30
Capital International Investors	7,664,210	$343.7M	2026-06-30

SEC EDGAR: CIK 1937926 →

Brookfield Asset Management Ltd.

BAM

NYSELarge CapFinancials

InternationalScored off the official board: an annual-only filer, so this data lags a domestic quarterly filer.

13F Pro Quality Score

79.1/100

Rank #48 of 2,961 stocksTOP 5%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

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What's Driving BAM's Business? Latest 10-Q Breakdown

39/39 datapoints verified

AI-extracted from the 10-Q filed 2026-08-10 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue-from-contracts of $1,047M rose 12% YoY on 13% higher base management and advisory fees, while a $553M unrealized carried interest swing drove net income to $1.2B from $584M.

Biggest Revenue Drivers

Infrastructure$357M

Fee revenues rose on perpetual strategy inflows and a 6% increase in BIP quarterly distributions

Real estate$236M

Broadly flat versus $235M in the prior period

Biggest Revenue Drivers

Total revenue: $1,047M

Infrastructure$357M

Fee revenues rose on perpetual strategy inflows and a 6% increase in BIP quarterly distributions

Real estate$236M

Broadly flat versus $235M in the prior period

Energy$228M

Includes $41M of incentive fees; BEP quarterly distributions increased 5%

Credit$138M

U.S. base management fees rose to $108M from $75M on net insurance capital inflows from BWS

Private equity$88M

Base management and advisory fees only; no incentive fees earned

Largest Expense Items

Compensation and benefits$405M+0% YoY

$30M higher compensation from business growth offset by a $29M decrease in share-based compensation on a lower BAM share price

Other operating expenses$118M+44% YoY

Driven by higher operating costs from our growing business

Carried interest allocation compensation$51M

Higher relative valuations across certain private equity and energy funds compared to the prior period

Interest expense$53M+71% YoY

Primarily driven by BAM's increased borrowings from our debt offerings relative to the prior period

Margins: Segment Earnings of $640M on Segment Revenues of $1,317M compares with $567M on $1,142M a year ago; Fee-Related Earnings rose 20% to $808M as Fee Revenues grew 16% against 13% direct cost growth from headcount and inflation.

Watch Items from the Filing

BAM derives substantially all revenue from affiliates and related parties — $1.7 billion recorded with affiliates in the quarter.
Oaktree Acquisition closed July 31, 2026 for approximately $3.0 billion, of which about $2.2 billion is attributable to BAM; purchase accounting is not yet available.
Accrued carried interest in new funds reached $2,413M, up from $1,636M at year-end, with $933M concentrated in Energy — unrealized and subject to fund valuations.
Outstanding bridge financing and other equity commitments grew to $8.0 billion from $6.6 billion at December 31, 2025; guarantees rose to $433M from $179M.
Corporate borrowings rose 40% to $3.5 billion after a $1.0 billion April 2026 note issuance, lifting interest expense 71% YoY.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →