Brookfield Asset Management (BAM) Long-Term Investments (2022 - 2026)

Brookfield Asset Management (BAM) posted quarterly Long-Term Investments of $9.5 billion for Q1 2026, up 5.71% year-on-year from $9.0 billion in Q1 2025, and down 2.91% on a QoQ basis from $9.8 billion in Q4 2025.

Brookfield Asset Management (BAM) Long-Term Investments (2022 - 2026) Analysis & Trends

Brookfield Asset Management (BAM) has reported Long-Term Investments for 5 consecutive years, with $9.5 billion the latest figure, recorded in Q1 2026.

  • Quarterly Long-Term Investments rose 5.71% year-over-year to $9.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $9.5 billion (up 5.71% YoY) and the FY2025 annual result came in at $9.8 billion, up 7.48% from the prior year.
  • Long-Term Investments retreated to $9.5 billion in Q1 2026 per BAM's latest filing, from $9.8 billion in the prior quarter.
  • Over the last five years, Long-Term Investments for BAM reached as high as $9.8 billion in Q4 2025 and fell as low as $2.3 billion in Q4 2023.
  • A 5-year average of $6.7 billion and a median of $9.1 billion in 2024 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2023 — Long-Term Investments retreated 4.54% — and 2024, when it soared 301.45%.
  • Year by year, Long-Term Investments stood at $2.4 billion in 2022, then fell by 4.54% to $2.3 billion in 2023, then surged by 301.45% to $9.1 billion in 2024, then grew by 7.48% to $9.8 billion in 2025, then retreated by 2.91% to $9.5 billion in 2026.
  • According to Business Quant data, Long-Term Investments over the past three periods registered $9.5 billion, $9.8 billion, and $9.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Brookfield Asset Management 690.37 Mn 910.37 Mn - 9.51 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 9.51 Bn
Dec 31, 2025 9.80 Bn
Sep 30, 2025 9.64 Bn
Jun 30, 2025 9.49 Bn
Mar 31, 2025 9.00 Bn
Dec 31, 2024 9.11 Bn
Jun 30, 2024 3.33 Bn
Dec 31, 2023 2.27 Bn
Jun 30, 2023 2.31 Bn
Dec 31, 2022 2.38 Bn