Brookfield Asset Management Ltd (BAM) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Brookfield Asset Management Ltd   (NYSE: BAM)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Brookfield Asset Management Ltd's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Brookfield Asset Management Ltd's ROI in the second quarter of 2026?
Brookfield Asset Management Ltd achieved a return on average invested assets (ROI) of 21.04 % in its second quarter of 2026, this is above BAM's average return on investment of 15.52%.
Brookfield Asset Management Ltd s investments during the 12 months ending in the second quarter of 2026 are valued at $14 billion

ROI has improved compared to 18.29% in the first quarter of 2026, due to net income growth.

Within the Financial sector 33 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 367, from total ROI ranking in the first quarter of 2026 at 487.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 16.13 % 10.52 % 33.53 % 72.18 % 121.45 %
Y / Y Net Income Change TTM 32.8 % 10.48 % 38.21 % 133.46 % 345.56 %
Investment (TTM) in Millions 17,884 14,436 12,586 13,371 13,786
Return On Investment (TTM) 21.04 % 18.29 % 18.24 % 18.82 % 18.4 %
BAM's Overall Ranking # 367 # 487 # 451 # 371 # 256
Seq. Investment Change TTM 7.56 % 3.02 % 0.46 % 4.32 % 2.37 %
Seq. Net Income Change TTM 23.74 % 3.29 % -2.64 % 6.72 % 2.94 %
Net Income (TTM) in Millions 3,065 2,477 2,398 2,463 2,308




Return On Investment BAM's Ranking
Within: No.
Industry # 4
Sector # 34
Overall # 367

Return On Investment Statistics
High Average Low
24.72 %
15.52 %
0.6 %
(Sep 30 2024)   (Dec 31 2022)



  News about Brookfield Asset Management Ltd Return on Investment ROI

In an era of economic uncertainty and market volatility, investors are increasingly seeking new assets to d...

October 8, 2024

Navigating the Landscape of Alternative Investments: A Guide for Modern Investors In an era of economic uncertainty and market volatility, investors are increasingly seeking new assets to diversify and fortify their portfolios. A recent survey conducted by Brookfield Oaktree Wealth Solutions underscores a burgeoning demand for alternative investments, illuminating a significant trend that financial advisors cannot afford to overlook. Complementary insights from The Alts Institute further bolster the case for incorporating alternatives in modern investment strategies, emphasizing their potential to enhance portfolio value and mitigate risk.Across the investment landscape, traditional assets such as stocks and bonds have long been pillars for end investors. However, the growing complexity of global markets, alongside persistently suppressed interest rates, has nudged investors toward alternatives. These include real estate, private equity, infrastructure, hedge funds, and other non-conventional assets.

Brookfield Asset Management Completes Annual Filings and Announces Management Changes in 2023

March 19, 2024


Brookfield Asset Management Ltd. (BAM), a leading global alternative asset manager, has recently announced the completion of its annual filings for the year 2023. The company filed its 2023 annual materials on Form 40-F, which includes the audited financial statements and management s discussion and analysis. These filings have been submitted to the U.S. Securities and Exchange Commission (SEC) through EDGAR, as well as to the Canadian securities authorities through SEDAR.
By making these filings publicly available, Brookfield Asset Management aims to provide its shareholders and the investment community with a comprehensive overview of its financial performance and strategic outlook for the year ended December 31, 2023. These documents can be accessed on the company s official website, www.bam.brookfield.com. Shareholders may also request a hardcopy of the filings free of charge.






Financial Statements
Brookfield Asset Management Ltd's II. Quarter Investments $ 17,884 Millions BAM's Balance sheet
Brookfield Asset Management Ltd's II. Quarter Income $ 1,172 Millions Quarterly BAM's Income Statement
BAM's Income by Division See BAM's Income by Division


BAM Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Jun 30 2018)
2018
Total Investments in Millions 15,818 12,345 12,625 3,161 0
Y / Y Investment Growth 28.13 % -2.22 % 299.4 % - -
Net Income in Millions 2,398 2,108 2,137 19 7,488
Y / Y Net Income Growth 13.76 % -1.36 % 11147.37 % -99.75 % -
Annual Return On Investment 15.16 % 17.08 % 16.93 % 0.6 % -


Annual Roi Comment
In the fiscal year 2025 ROI deteriorated to 15.16 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
BAM's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for BAM's Competitors
Subscribers only: Roi for Brookfield Asset Management Ltd's Suppliers
Subscribers only: Return On Investment for BAM's Customers

Other Ratios
BAM's Roa BAM's Inventory Turnover Ratio BAM's Growth Rates BAM's Dividend Statistics
BAM's Profitability Ratios BAM's Asset Turnover Ratio BAM's Dividend Growth
BAM's Roe BAM's Valuation Ratios BAM's Financial Strength Ratios BAM's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
United States 12 month Oil Fund Lp  55.68 %
Dave Inc   48.43 %
United States Oil Fund Lp  46.99 %
United States 12 month Natural Gas Fund Lp  45.69 %
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %


Date modified: 2026-08-12T19:40:45+00:00



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