8-K ·Filed Aug 14, 2026

BAM

Brookfield Asset Management Ltd.
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago SEC0001104659-26-097349
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Purely informational disclosure — no trading catalyst. Monitor upcoming quarterly earnings for any changes in AUM growth rates or fundraising momentum.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
BAM ▼ -12.80% at T+20d
NEUTRAL call ✗ call lost -12.80% · α vs SPY -10.82% · entry $52.57 → $45.84
Next anchor: T+60d in 5w
Latest observation: T+31 -15.70% FF3 residual α
Entry anchored
Aug 14, 2026
via day open
T+1d
-2.09%
call -2.09% · α -1.42%
$51.47
settled 7w ago
T+5d
-0.49%
call -0.49% · α +0.70%
$52.31
settled 6w ago
T+20d
-12.80%
call -12.80% · α -10.82%
$45.84
settled 18d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Brookfield Asset Management filed an 8-K under Item 7.01 providing updated geographic breakdown of its $1.27 trillion AUM and capital raising sources as of June 30, 2026. The US accounts for 49% of AUM ($617B) and 50% of capital raised over the trailing twelve months. This is a routine transparency disclosure with no new financial results or guidance.

Key Facts

  • Total AUM of $1.27 trillion as of June 30, 2026
  • US AUM $617.3B (49% of total), Europe $263.8B (21%), Asia Pacific $159.0B (12%)
  • 50% of capital raised in last 12 months came from US investors
  • Asia Pacific sourced 19% of capital raised despite only 12% of AUM
  • No financial results, guidance, or material business changes disclosed

Financial Impact

Null — no financial figures other than AUM breakdown provided

Risk Factors

  • No new business or financial data to assess risk

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
57% bullish (23 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-097349
Document: 0001104659-26-097349-index-headers.html0001104659-26-097349
Document: 0001104659-26-097349-index.html0001104659-26-097349
Document: 0001104659-26-097349.txt0001104659-26-097349
27 reports for BAM
Performance horizon
100% Hit rate 12 of 12 directional calls best @ T+20▲ +12.71%Jul 22, 2026
Filters
Rows
Reports for BAM — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
Press Release
BULLISH ★ 6/10
$45.18 $45.26▲ +0.18%▼ −2.39%$44.72 (−1.02%)
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 2/10
$46.63 $46.22▼ −0.88%▼ −0.99%$44.72 (−4.10%)
Aug 14, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$52.57 $52.31▼ −0.49%▲ +0.70%$44.72 (−14.93%)
Aug 9, 2026
7w ago
Institutional Cluster
NEUTRAL ★ 3/10
$52.84 $52.57▼ −0.51%▼ −0.46%$44.72 (−15.37%)
Aug 5, 2026
8w ago
Press Release
NEUTRAL ★ 5/10
$52.63 $54.50▲ +3.55%▲ +3.20%$44.72 (−15.03%)
Aug 3, 2026
8w ago
8-K
BULLISH ★ 6/10
$50.69 $52.84▲ +4.24%▲ +2.21%$44.72 (−11.78%)
Jul 27, 2026
9w ago
8-K
BULLISH ★ 6/10
$47.56 $48.40▲ +1.77%▲ +0.69%$44.72 (−5.97%)
Jul 22, 2026
10w ago
Press Release
BULLISH ★ 6/10
$45.71 $47.96▲ +4.92%▲ +4.45%$44.72 (−2.17%)
Jul 6, 2026
12w ago
8-K
NEUTRAL ★ 2/10
$46.57 $47.52▲ +2.04%▲ +1.49%$44.72 (−3.97%)
Jul 6, 2026
12w ago
Press Release
BEARISH ★ 5/10
$47.00 $46.72▲ +0.60%▲ +1.08%$44.72 (+4.85%)
Showing 10 of 27

US Market Status

Market Open — Closes in 51m

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