Brookfield Asset Management (BAM) Long-Term Investments (2022 - 2026)
Brookfield Asset Management (BAM) posted Long-Term Investments of $9.5 billion for Q1 2026, down 2.91% sequentially from $9.8 billion in Q4 2025, and up 5.71% YoY from $9.0 billion in Q1 2025.
Brookfield Asset Management (BAM) Long-Term Investments (2022 - 2026) Analysis & Trends
Brookfield Asset Management has reported Long-Term Investments for 5 years, with the latest figure at $9.5 billion 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 eased to $9.5 billion in Q1 2026 per BAM's latest filing, from $9.8 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $9.8 billion in Q4 2025 and troughed at $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.
- The sharpest annual moves came in 2023 and 2024: Long-Term Investments declined 4.54% in 2023, then jumped 301.45% in 2024.
- Over 5 years, Long-Term Investments stood at $2.4 billion in 2022, then slipped by 4.54% to $2.3 billion in 2023, then surged by 301.45% to $9.1 billion in 2024, then gained by 7.48% to $9.8 billion in 2025, then dropped 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 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Northern Trust | 33.87 Bn | 33.87 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 10.36 Bn |
| 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 |