Brookfield Wealth Solutions reported total assets of $205.70B and total liabilities of $187.85B for the quarter ended Jun 2026, up 38.2% year over year. This balance sheet covers 25 quarters of results from Jun 2020 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||||||||||||||||
| Current Assets | |||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 0.39B | 1.93B | 1.20B | 2.08B | 3.15B | 2.15B | 2.35B | 6.88B | 0.06B | 4.31B | 2.57B | 14.34B | 14.63B | 12.24B | 8.26B | 13.09B | 12.21B | 13.01B | 10.23B | 12.61B | |||||
| Short-term InvestmentsInvestments (Current) | 0.15B | 1.84B | 1.22B | 0.02B | 0.07B | 2.40B | 2.63B | 4.00B | 3.33B | 3.66B | 4.50B | 2.91B | 4.38B | 3.85B | 3.47B | 7.53B | 8.20B | 0.06B | 6.98B | 0.17B | |||||
| Cash & Current Investments | 0.54B | 3.77B | 2.41B | 2.11B | 3.23B | 4.55B | 4.99B | 10.88B | 3.39B | 7.97B | 7.08B | 17.25B | 19.00B | 16.10B | 11.73B | 20.62B | 20.41B | 13.08B | 17.21B | 12.78B | |||||
| Receivables - NetNet Receivables | 0.38B | 0.40B | 0.42B | 0.44B | 0.44B | 0.48B | 0.81B | 0.27B | 0.71B | 0.74B | 0.72B | 0.73B | 0.65B | 0.68B | 0.71B | 0.73B | 0.62B | 0.67B | 0.79B | ||||||
| Receivables - OtherOther Receivables | 0.04B | 0.03B | 0.00B | 0.08B | |||||||||||||||||||||
| Receivables | 0.38B | 0.40B | 0.42B | 0.44B | 0.48B | 0.48B | 0.81B | 0.27B | 0.74B | 0.74B | 0.72B | 0.73B | 0.65B | 0.68B | 0.71B | 0.73B | 0.70B | 0.67B | 0.79B | ||||||
| Non-Current Assets | |||||||||||||||||||||||||
| Property, Plant & Equipment (Net)PP&E (Net) | 0.00B | 0.14B | 0.18B | 0.19B | 0.16B | 0.16B | 0.29B | 0.28B | 0.29B | 0.29B | 0.27B | 0.27B | 0.27B | 0.27B | 0.29B | 0.28B | 0.32B | ||||||||
| Long-Term Investments | 4.94B | 25.23B | 27.05B | 25.76B | -0.44B | 31.09B | 86.63B | 4.26B | 39.84B | 42.56B | 85.12B | 88.25B | 8.60B | 98.61B | 17.70B | 106.16B | 13.40B | 112.04B | 12.20B | ||||||
| Goodwill | 0.18B | 0.18B | 0.12B | 0.12B | 0.12B | 0.12B | 0.12B | 0.75B | 0.75B | 0.78B | 0.78B | 0.78B | 0.78B | 0.78B | 0.78B | 1.40B | |||||||||
| Intangibles | 0.00B | 0.00B | 0.05B | 0.23B | 0.22B | 1.78B | 1.75B | 1.69B | 1.71B | 1.68B | 1.66B | 1.62B | 1.60B | 1.61B | |||||||||||
| Goodwill & Intangibles | 0.00B | 0.00B | 0.18B | 0.18B | 0.17B | 2.96B | 0.12B | 0.36B | 0.34B | 2.53B | 2.50B | 2.47B | 2.49B | 2.46B | 2.44B | 2.41B | 2.38B | 3.01B | |||||||
| Long-Term Deferred Tax | 0.02B | 0.04B | 0.47B | 0.47B | 0.59B | 0.49B | 0.43B | 1.58B | 0.09B | 0.43B | 0.38B | 0.70B | 0.95B | 0.76B | 0.78B | 0.75B | 0.49B | 0.69B | 0.76B | 0.96B | |||||
| Other Non-Current Assets | 0.03B | 0.16B | 0.15B | 0.26B | 0.23B | 0.31B | 0.64B | 2.21B | 0.19B | 0.73B | 0.84B | 1.85B | 1.86B | 2.46B | 2.65B | 2.67B | 2.70B | 2.78B | 2.30B | 2.54B | |||||
| Assets | 4.87B | 11.58B | 30.87B | 41.02B | 41.39B | 43.46B | 44.95B | 124.01B | 8.44B | 61.64B | 63.11B | 130.53B | 137.11B | 139.95B | 141.61B | 148.89B | 152.82B | 157.18B | 156.06B | 205.70B | |||||
| Liabilities | |||||||||||||||||||||||||
| Current Liabilities | |||||||||||||||||||||||||
| Accounts Payables | 0.02B | 1.68B | 1.66B | 0.55B | 0.84B | -0.03B | 1.64B | 1.63B | 1.61B | -0.10B | 1.56B | 1.55B | 1.52B | 1.50B | 1.48B | 1.46B | 1.45B | 1.42B | 58.82B | ||||||
| Notes Payables | 0.47B | 0.47B | 0.24B | 0.33B | 0.35B | 0.24B | 0.25B | 0.53B | 0.63B | 0.56B | 0.56B | 0.73B | 0.59B | 0.68B | 0.69B | 2.02B | 2.13B | 0.82B | 0.85B | 0.95B | |||||
| Payables | 0.49B | 2.15B | 1.90B | 0.88B | 1.19B | 0.22B | 1.89B | 2.16B | 2.25B | 0.46B | 2.11B | 2.28B | 2.12B | 2.19B | 2.17B | 3.48B | 3.58B | 2.24B | 59.67B | 0.95B | |||||
| Accumulated Expenses | 0.12B | 0.26B | |||||||||||||||||||||||
| Other Accumulated Expenses | 3.47B | 1.71B | 1.69B | 1.73B | 1.80B | 1.79B | 1.82B | 1.87B | 1.70B | 7.29B | 7.40B | 7.40B | 7.70B | 7.66B | 7.59B | 7.52B | 7.45B | 7.28B | 7.01B | 6.89B | |||||
| Current Taxes | 0.32B | 0.36B | |||||||||||||||||||||||
| Current Deferred Revenue | 0.08B | 1.01B | 1.04B | 0.08B | 0.08B | 0.05B | 1.12B | 0.39B | 0.99B | 0.40B | 0.57B | 0.55B | 0.55B | 0.52B | 0.49B | 0.47B | 0.40B | 0.35B | 0.33B | 0.30B | |||||
| Non-Current Liabilities | |||||||||||||||||||||||||
| Non-Current Debt | 0.69B | 0.15B | 0.16B | 0.16B | 0.15B | 0.15B | 0.18B | 0.16B | 0.26B | 0.17B | 0.18B | 0.66B | 0.18B | 0.19B | 0.20B | 0.20B | 0.20B | 0.20B | 15.06B | 0.21B | |||||
| Pension | 8.50B | 0.08B | 0.08B | 14.41B | 14.96B | 8.01B | 8.35B | 8.86B | 8.58B | 9.81B | 10.24B | 10.92B | 11.06B | 14.09B | 14.58B | 15.20B | 15.37B | 16.25B | 15.92B | 53.02B | |||||
| Preferred Stock Liabilities | 1.00 | 2.63B | 2.66B | 2.69B | 2.72B | 2.75B | 2.78B | ||||||||||||||||||
| Minority Interest | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.78B | 0.01B | 0.15B | 0.14B | -0.85B | 0.85B | 0.85B | 0.77B | 0.77B | 0.63B | 0.33B | 119.19B | 0.34B | ||||||
| Liabilities from Discontinued OperationsLiabilities from Discont. Ops | 1.91B | 0.24B | 4.41B | ||||||||||||||||||||||
| Non-Current Deferred Tax LiabilityNon-Current Deferred Tax | 0.20B | 0.09B | 0.19B | 27.43B | |||||||||||||||||||||
| Operating Leases | 0.07B | 0.06B | |||||||||||||||||||||||
| Other Non-Current Liabilities | 0.06B | 0.40B | 1.06B | 0.76B | 1.04B | 1.12B | 1.15B | 0.90B | 1.19B | 1.27B | 1.27B | 4.61B | 4.75B | 4.50B | 4.41B | 4.59B | 4.63B | 3.73B | 4.44B | ||||||
| Total Non-Current Liabilities | 3.53B | 10.23B | 23.76B | 38.65B | 39.97B | 38.15B | 39.40B | 114.44B | 6.37B | 51.60B | 52.66B | 117.50B | 119.55B | 122.13B | 124.10B | 128.64B | 131.32B | 134.63B | 135.43B | 183.42B | |||||
| Total Liabilities | 3.59B | 10.23B | 24.15B | 39.71B | 40.72B | 39.19B | 40.52B | 115.59B | 7.27B | 52.79B | 53.93B | 118.77B | 124.16B | 126.88B | 128.60B | 133.05B | 135.91B | 139.26B | 139.17B | 187.85B | |||||
| Shareholder's Equity | |||||||||||||||||||||||||
| Total Debt | 1.16B | 0.62B | 0.40B | 0.49B | 0.50B | 0.39B | 0.43B | 0.68B | 0.89B | 0.74B | 0.74B | 1.39B | 0.77B | 0.87B | 0.89B | 2.22B | 2.33B | 1.02B | 15.91B | 1.16B | |||||
| Common Equity | 1.44B | 1.34B | 6.72B | 1.47B | 0.66B | 1.69B | 1.80B | 1.91B | 4.14B | 6.16B | 6.46B | 9.02B | 10.17B | 13.08B | 13.01B | 15.84B | 16.91B | 17.92B | 170.22B | 17.85B | |||||
| Liabilities and Shareholders Equity | 4.87B | 11.58B | 30.87B | 41.02B | 41.39B | 43.46B | 44.95B | 124.01B | 8.44B | 61.64B | 63.11B | 130.53B | 137.11B | 139.95B | 141.61B | 148.89B | 152.82B | 157.18B | 156.06B | 205.70B | |||||
| Treasury Shares | 0.10B | 0.10B | 0.10B | 0.10B | 0.10B | 0.10B | 0.00B | 0.00B | 0.01B | ||||||||||||||||
| Retained Earnings | 6.61B | 6.80B | 6.89B | 0.56B | 0.31B | 0.28B | 0.50B | 0.45B | 0.94B | 1.25B | -0.38B | 1.51B | 2.05B | 1.73B | 2.23B | 2.81B | 2.82B | 2.21B | 2.35B | ||||||
| Preferred Shares | 0.81B | 0.00B | 2.47B | 2.46B | 2.58B | 2.61B | 2.63B | 2.66B | 2.69B | 2.72B | 2.75B | 2.78B | 4.09B |