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| Date | Value |
|---|---|
| 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 |