Brookfield Asset Management Ltd.

BAM · Financial Services

About Brookfield Asset Management Ltd. (BAM)

Brookfield Asset Management Ltd. is a Asset Management company operating in the Financial Services sector. The company is headquartered in New York, United States. BAM has been publicly traded since 2022, giving it 4+ years of trading history.

Brookfield Asset Management Ltd. (BAM) has been publicly traded since 2022, making it a 4-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in New York, United States and employs approximately 5,800 people. With a market capitalization of C$97 billion, BAM is a large established company.

BAM trades on the Toronto Stock Exchange and is classified as a large-cap-cap stock with a market capitalization of approximately C$97 billion. The company employs approximately 5,800 people worldwide.

Sector
Financial Services
Industry
Asset Management
Headquarters
New York, United States
IPO Year
2022

Key Statistics

Current Price
C$58.91
Market Cap
C$96.50B
52-Week High
C$88.12
52-Week Low
C$58.43
Sector
Financial Services
Industry
Asset Management

BAM Investment Performance

BAM has declined 17.2% year-to-date in 2026. Since its IPO in 2022, a C$1,000 investment would now be worth C$1,705.

C$1,000 Invested in Brookfield Asset Management Ltd. (BAM)

1 Year
C$788
+-21%
3 Years
C$1,705
+70%
Since IPO
C$1,705
+70%

How much would C$1,000 invested in BAM be worth today?

What would C$1,000 invested in BAM 1 year ago be worth today?

A C$1,000 investment in Brookfield Asset Management Ltd. (BAM) in 2025 would be worth C$788 as of March 2026, representing a -21.2% total return.

What would C$1,000 invested in BAM 3 years ago be worth today?

A C$1,000 investment in Brookfield Asset Management Ltd. (BAM) in 2023 would be worth C$1,705 as of March 2026, representing a +70.5% total return.

What would C$1,000 invested in BAM at IPO be worth today?

A C$1,000 investment in Brookfield Asset Management Ltd. (BAM) at IPO would be worth C$1,705 as of March 2026, representing a +70.5% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.72%
Positive Months
20
51% of 39
Negative Months
19
49% of 39
Data Period
3+ years
39 months
Best Performers
Best month ever: Nov 2023 (+20.6%)
Best month on avg: July (+10.6%)
Worst Performers
Worst month ever: Mar 2025 (-14.8%)
Worst month on avg: March (-5.8%)

Over the past 3+ years (39 months), Brookfield Asset Management Ltd. (BAM) has averaged a monthly return of +1.72% with a median return of +1.58%. The stock had 20 positive months (51%) and 19 negative months (49%). The best month in BAM's history was November 2023 with a +20.6% return, while the worst was March 2025 at -14.8%. Historically, July tends to be the strongest month (averaging +10.6%), and March the weakest (-5.8%).

BAM's longest winning streak was 5 consecutive months of gains, while its longest losing streak was 8 consecutive months of losses. The best full year was 2024 with a cumulative return of +46.4%, and the worst was 2025 at -1.6%.

Annual Returns

Over 4 years of trading history, Brookfield Asset Management Ltd. (BAM) has delivered an average annual return of +18.07% with a median return of +18.90%. The compound annual growth rate (CAGR) is +14.26%. The stock posted gains in 2 years (50%) and losses in 2 years (50%).

BAM's best year was 2024 with a +51.69% gain, while the worst was 2026 at -17.21%. The longest streak of consecutive positive years was 2, and the longest losing streak was 2 years. BAM achieved double-digit gains (10%+) in 2 years. It suffered double-digit losses in 1 years.

Avg Return
+18.07%
Best Year
2024 (+51.69%)
Worst Year
2026 (-17.21%)
Positive Years
2/4
Year Return Start End
2026 -17.21% C$71.16 C$58.91
2025 -4.84% C$74.78 C$71.16
2024 +51.69% C$49.30 C$74.78
2023 +42.64% C$34.56 C$49.30

BAM Investment Analysis: Valuation, Risk & Dividends

Key factors to consider when evaluating Brookfield Asset Management Ltd. as an investment

Valuation

BAM currently trades at a trailing P/E ratio of 28.1, which is considered high relative to the broader market. The forward P/E of 19.3 suggests analysts expect earnings to be lower in the coming year. The price-to-book ratio stands at 8.5. The price-to-sales ratio is 20.0.

Dividends

Brookfield Asset Management Ltd. pays a dividend to shareholders with a current yield of 4.67%. This translates to C$2.75 per share annually. The payout ratio of 1% indicates sustainable dividend coverage.

Risk & Volatility

BAM has a beta of 1.29, indicating it is significantly more volatile than the overall market. The stock's 52-week range is C$58.43 to C$88.12, and it currently trades near its 52-week low.

Analyst Ratings

Based on 5 analyst opinions, BAM has a consensus "buy" rating. The average price target of C$83.42 suggests 41.6% upside from current levels.

Frequently Asked Questions: BAM

What sector is BAM in?

BAM operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has BAM performed historically?

Over 4 years of trading history, BAM has posted gains in 2 years (50% of the time). The best year was 2024 with a +51.7% return. Past performance does not guarantee future results.

How can I invest in BAM?

You can invest in BAM through any brokerage account that offers access to the Toronto Stock Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold BAM.

Does BAM pay dividends?

Brookfield Asset Management Ltd. pays a dividend to shareholders with a current yield of 4.67%. This translates to C$2.75 per share annually. The payout ratio of 1% indicates sustainable dividend coverage.

What does Brookfield Asset Management Ltd. do?

Brookfield Asset Management Ltd. is a Asset Management company operating in the Financial Services sector. The company is headquartered in New York, United States.

What sector is BAM in?

BAM operates in the Financial Services sector, specifically in the Asset Management industry.

When did BAM go public?

Brookfield Asset Management Ltd. went public in 2022, making it a 4-year-old public company as of 2026.

What is BAM's 3-year return?

Over the past 3 years, BAM has returned 70.5%. A C$1,000 investment would have grown to C$1,705.

How much would C$1,000 invested in BAM at IPO be worth today?

If you invested C$1,000 in BAM at its IPO in 2022, it would be worth approximately C$1,705 today, a 70.5% return over 4 years.

Does BAM pay dividends?

Yes, Brookfield Asset Management Ltd. pays a dividend with a current yield of 4.67%, which is C$2.75 per share annually.

What is BAM's market cap?

Brookfield Asset Management Ltd. has a market capitalization of C$97 billion, classifying it as a large-cap company.

What is BAM's P/E ratio?

BAM has a trailing P/E ratio of 28.1 and a forward P/E of 19.3, which measures how much investors are paying per dollar of earnings.

Is BAM a buy, hold, or sell?

Based on 5 opinions, BAM has a consensus "buy" rating. The average price target is C$83.42.

Last updated: 3/15/2026