Brookfield Asset Management BAM
NYSE BAM
$52.30 +0.78 (+1.51%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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