What is the 13F Pro Quality Score for BAM?

13F Pro ranks Brookfield Asset Management Ltd. (BAM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BAM's current score at https://13fpro.ai/company/BAM (free sign-up required for the full ranking).

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.

What sector is BAM in?

Brookfield Asset Management Ltd. (BAM) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives BAM's revenue?

Per Brookfield Asset Management Ltd.'s latest 10-Q filed with the SEC on 2026-08-10, the biggest revenue drivers are: Infrastructure ($357M); Real estate ($236M); Energy ($228M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BAM.

What are BAM's largest expenses?

Brookfield Asset Management Ltd.'s latest 10-Q reports these as the largest expense items: Compensation and benefits ($405M, +0% YoY); Other operating expenses ($118M, +44% YoY); Carried interest allocation compensation ($51M). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is BAM research updated on 13F Pro?

BAM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Brookfield Asset Management Ltd.(BAM)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Financials →NYSElarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 1937926 BAM stock profile & AI dashboard →

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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Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

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Why BAM Scores 79/100

exact factor attribution · 2026-09-11

BAM's composite is driven by profitability and revenue growth, held back by earnings quality and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+9.5 pts

97th pct

Revenue growth

+7.2 pts

77th pct

Free cash flow

+6.2 pts

91th pct

Scale

+5.8 pts

79th pct

Capital efficiency

+5.7 pts

92th pct

Earnings growth

+1.9 pts

78th pct

Institutional flow

+0.3 pts

54th pct

Shareholder dilution

-1.1 pts

34th pct

Earnings quality

-2.2 pts

28th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BAM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Brookfield Asset Management Ltd. (BAM), 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. Brookfield Asset Management Ltd.'s 13F Pro composite quality score has ranged between 71 and 80 since 2026, currently 79.1 — a stable long-term trajectory across 44 quarterly and live scoring snapshots.

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

✓ 39/39 datapoints verified

AI-extracted from Brookfield Asset Management Ltd.'s 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 →Share on X

Revenue

Q2 2026

$1.8B

Net Income

Q2 2026

$1.2B

Operating Margin

Q2 2026

76.1%

ROIC

Q2 2026

40.2%

D/E Ratio

Q2 2026

0.44

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+21.0% YoY

$4.82BFY 2025

FY22 —FY23 $4.06BFY24 $3.98BFY25 $4.82B

Net Income

+13.8% YoY

$2.40BFY 2025

FY22 —FY23 $2.14BFY24 $2.11BFY25 $2.40B

EPS (Diluted)

—FY 2025

FY22 —FY23 $1.13FY24 —FY25 —

Total Assets

+20.4% YoY

$17.05BFY 2025

FY22 $3.16BFY23 $3.21BFY24 $14.16BFY25 $17.05B

Op. Cash Flow

+30.3% YoY

$2.10BFY 2025

FY22 —FY23 $1.44BFY24 $1.61BFY25 $2.10B

Metric	FY 2025	FY 2024	FY 2023	FY 2022
Revenue	$4.82B +21.0%	$3.98B -2.0%	$4.06B	—
Net Income	$2.40B +13.8%	$2.11B -1.4%	$2.14B	—
EPS (Diluted)	—	—	$1.13	—
Total Assets	$17.05B +20.4%	$14.16B +341.7%	$3.21B +1.4%	$3.16B
Operating Cash Flow	$2.10B +30.3%	$1.61B +12.0%	$1.44B	—

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Available Research

13F Pro tracks comprehensive data for Brookfield Asset Management Ltd. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BAM

BROOKFIELD Corp /ON/
$53.5B1,193,021,145 sh
Partners Value Investments L.P.
$1.3B29,588,407 sh
ROYAL BANK OF CANADA
$953.5M21,259,887 sh
PRINCIPAL FINANCIAL GROUP INC
$607.8M13,551,754 sh
Capital World Investors
$604.8M13,485,369 sh
VANGUARD CAPITAL MANAGEMENT LLC
$520.6M11,604,929 sh
MACKENZIE FINANCIAL CORP
$492.9M7,748,249 sh
TD ASSET MANAGEMENT INC
$485.9M10,836,730 sh
BANK OF MONTREAL /CAN/
$481.9M10,754,386 sh
Capital International Investors
$343.7M7,664,210 sh

Fund	Value	Shares
BROOKFIELD Corp /ON/	$53.5B	1,193,021,145
Partners Value Investments L.P.	$1.3B	29,588,407
ROYAL BANK OF CANADA	$953.5M	21,259,887
PRINCIPAL FINANCIAL GROUP INC	$607.8M	13,551,754
Capital World Investors	$604.8M	13,485,369
VANGUARD CAPITAL MANAGEMENT LLC	$520.6M	11,604,929
MACKENZIE FINANCIAL CORP	$492.9M	7,748,249
TD ASSET MANAGEMENT INC	$485.9M	10,836,730
BANK OF MONTREAL /CAN/	$481.9M	10,754,386
Capital International Investors	$343.7M	7,664,210

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Is BAM a good stock to buy?

13F Pro's AI-powered analysis of Brookfield Asset Management Ltd. (BAM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BAM are available on the BAM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BAM is classified as a large company.

Which hedge funds own BAM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BAM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Brookfield Asset Management Ltd.'s investment landscape.