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Brookfield Asset Management Ltd.

TickerBAMVenueUSSectorFinancial ServicesPrimary listingBeta1.30
$45.35+0.07%
FinScore48

Brookfield Asset Management Ltd. is a United States-based company in the Financial Services sector with a market capitalisation of $72.4B. Its FinScore is 48/100; its highest-scoring layer is Growth (63) and its lowest is Value (34). The shares trade at 24.4x trailing earnings and are down 15% year to date.

Market cap
$72.4B
P/E (TTM)
24.4x
Dividend yield (TTM)
4.29%
ROE
14.2%

Share price performance

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About Brookfield Asset Management Ltd.

bam.brookfield.com

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

Profile
Sector
Financial Services
Industry
Asset Management
HQ
United States
Fiscal year-end
December
Trading currency
USD
Reporting currency
USD
Fundamentals updated
2 days ago
Market
Market cap
$72.4B
Shares outstanding
1.6B
P/E (TTM)
24.4x
Dividend yield (TTM)
4.29%
Beta (issuer)
1.30
Revenue (latest FY)
$4.6B

Revenue breakdown

Revenue split not available

FinScore

As of 2026-10-19
Overall48
Quality50
Growth63
Value34
Momentum55
Relative Strength26

Snapshot

Ownership

As of 2026-06-30
Institutional
92.8%
Insider
—
Free float
20.0%
Top-5 institutional holders
79.1%
Shares outstanding
1.6B
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