# Brookfield Asset Management Ltd.: overview

BAM · NYSE · CIK 1937926 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/bam.md) · [Financials](/companies/bam/financials.md) · [Filings](/companies/bam/filings.md) · [Insiders](/companies/bam/insiders.md)

Latest reported revenue: [$1.05bn](/filings/0001628280-26-054933.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 10, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-054933).

## Last eight quarters

| Line item | Unit | period not labelled (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [873](/filings/0001628280-25-050749.md) | [901 d](/filings/0001628280-26-013098.md) | [954](/filings/0001628280-26-033010.md) | [931](/filings/0001628280-26-054933.md) | [974](/filings/0001628280-25-050749.md) | [1,085 d](/filings/0001628280-26-013098.md) | [990](/filings/0001628280-26-033010.md) | [1,047](/filings/0001628280-26-054933.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [61.5%](/filings/0001628280-25-050749.md) | [75.5% d](/filings/0001628280-26-013098.md) | [53.1%](/filings/0001628280-26-033010.md) | [62.7%](/filings/0001628280-26-054933.md) | [71.0%](/filings/0001628280-25-050749.md) | [56.7% d](/filings/0001628280-26-013098.md) | [59.2%](/filings/0001628280-26-033010.md) | [111.9%](/filings/0001628280-26-054933.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: |
| Revenue | $m | [3,142](/filings/0001628280-26-013098.md) | [3,381](/filings/0001628280-26-013098.md) | [3,944](/filings/0001628280-26-013098.md) |
| Gross margin | % | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported |
| Net margin | % | [68.0%](/filings/0001628280-26-013098.md) | [62.3%](/filings/0001628280-26-013098.md) | [60.8%](/filings/0001628280-26-013098.md) |
| Diluted EPS | $ per share | [1.13](/filings/0001937926-24-000004.md) | not reported | not reported |
| Free cash flow | $m | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/bam/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Brookfield Corp /ON/](/funds/1001085.md) | 2026-06-30 | $53.51bn | 1,193,021,145 |  | Unchanged |
| [Partners Value Investments L.P.](/funds/1162777.md) | 2026-06-30 | $1.33bn | 29,588,407 |  | Unchanged |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $953.5m | 21,259,887 |  | Added +1,550,230 |
| [PRINCIPAL FINANCIAL GROUP INC](/funds/1126328.md) | 2026-06-30 | $607.8m | 13,551,754 |  | Added +816,207 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $604.8m | 13,485,369 |  | Added +2,969,241 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $520.6m | 11,604,929 |  | Added +38,169 |
| [MACKENZIE FINANCIAL CORP](/funds/919859.md) | 2026-06-30 | $492.9m | 7,748,249 |  | Reduced −2,016,939 |
| [TD Asset Management Inc](/funds/1056053.md) | 2026-06-30 | $485.9m | 10,836,730 |  | Reduced −2,567,913 |
| [BANK OF MONTREAL /CAN/](/funds/927971.md) | 2026-06-30 | $481.9m | 10,754,386 |  | Added +241,375 |
| [Capital International Investors](/funds/1562230.md) | 2026-06-30 | $343.7m | 7,664,210 |  | Added +41,526 |

## Recent filings

[All 210 filings](/companies/bam/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-13 | 10:45 ET | [8-K](/filings/0001171843-26-006587.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-006587 |
| 2026-10-01 | 10:30 ET | [8-K](/filings/0001171843-26-006323.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-006323 |
| 2026-10-01 | 23:59 ET | [8-K](/filings/0001171843-26-006315.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-006315 |
| 2026-09-28 | 13:00 ET | [8-K](/filings/0001104659-26-111209.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-111209 |
| 2026-09-16 | 23:55 ET | [8-K](/filings/0001171843-26-006060.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-006060 |
| 2026-09-14 | 10:45 ET | [8-K](/filings/0001171843-26-006022.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-006022 |
| 2026-09-08 | 10:00 ET | [8-K](/filings/0001171843-26-005900.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001171843-26-005900 |
| 2026-08-14 | 21:13 ET | [8-K](/filings/0001104659-26-097349.md) | 7.01 Regulation FD disclosure | 0001104659-26-097349 |
| 2026-08-10 | 21:32 ET | [10-Q](/filings/0001628280-26-054933.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054933 |
| 2026-08-06 | 22:53 ET | [8-K](/filings/0001171843-26-005272.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001171843-26-005272 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-013098.md), filed Mar 2, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/45e8d9f7-d186-4d4a-b091-4511423de7be)

## About the filer

- CIK: 1937926
- Tickers: BAM
- Exchange: NYSE
- SIC code: 6282 Investment Advice
- State of incorporation: A1
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:50 ET. No prices; not investment advice.