Growth Metrics

Brookfield Asset Management (BAM) Tax Rate (2021 - 2026)

Brookfield Asset Management recorded quarterly Tax Rate of 15.8% in Q1 2026, down 51.69% quarter-over-quarter from 32.71% in Q4 2025, and up 292.0% year-over-year from 4.03% in Q1 2025.

Brookfield Asset Management's Tax Rate history runs 6 years deep, the most recent figure standing at 15.8% for Q1 2026.

  • In Q1 2026, Tax Rate rose 292.0% year-over-year to 15.8%; the TTM figure through Mar 2026 stood at 18.49% (up 202.0% YoY), while the FY2025 annual figure was 18.02%, up 81.0% from the prior year.
  • Tax Rate came in at 15.8% for Q1 2026 at Brookfield Asset Management, down from 32.71% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 32.71% in Q4 2025 to a low of 22.99% in Q4 2022.
  • A 5-year average of 4.63% and a median of 12.13% in 2025 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate jumped 3387 bps in 2024 and tumbled 1013 bps in 2025, its largest moves.
  • Brookfield Asset Management's Tax Rate stood at 22.99% in 2022, then advanced by 22 bps to 17.93% in 2023, then jumped by 189 bps to 15.95% in 2024, then soared by 105 bps to 32.71% in 2025, then plunged by 52 bps to 15.8% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 15.8%, 32.71%, and 10.13% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Raymond James Financial 28.62 Bn 17.38 Bn - -

Historic Data

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DateValue
Mar 31, 2026 15.80
Mar 31, 2026 15.80
Dec 31, 2025 32.71
Dec 31, 2025 32.71
Sep 30, 2025 10.13
Sep 30, 2025 10.13
Jun 30, 2025 11.38
Jun 30, 2025 11.38
Mar 31, 2025 12.89
Mar 31, 2025 12.89
Dec 31, 2024 15.95
Dec 31, 2024 15.95
Sep 30, 2024 15.17
Sep 30, 2024 15.17
Jun 30, 2024 21.52
Jun 30, 2024 21.52
Mar 31, 2024 15.99
Mar 31, 2024 15.99
Dec 31, 2023 -17.93
Dec 31, 2023 -17.93
Sep 30, 2023 -9.25
Sep 30, 2023 -9.25
Jun 30, 2023 21.20
Jun 30, 2023 21.20
Mar 31, 2023 -15.27
Mar 31, 2023 -15.27
Dec 31, 2022 -22.99
Dec 31, 2022 -22.99
Sep 30, 2022 -16.77
Sep 30, 2022 -16.77
Mar 31, 2022 -16.42
Mar 31, 2022 -16.42
Dec 31, 2021 -23.07
Dec 31, 2021 -23.07