Brookfield Asset Management Ltd. (BAM) — Strategic Asset Allocation Index

Latest as of December 2025: 87.2%

Brookfield Asset Management Ltd. (BAM) has a Strategic Asset Allocation Index of 87.2% as of December 2025. Strategic assets (PP&E of $92.00 Million plus long-term investments of $8.88 Billion) total $8.98 Billion, measured against net assets of $10.29 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

87.2%
Strategic Assets / Net Assets

Strategic Assets

$8.98 Billion
PP&E + LT Investments

PP&E

$92.00 Million
USD

Net Assets

$10.29 Billion
USD

Brookfield Asset Management Ltd. Strategic Asset Allocation Index (2000–2025)

This chart shows how Brookfield Asset Management Ltd.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 87.2%, representing strategic assets of $8.98 Billion against net assets of $10.29 Billion USD. Explore Brookfield Asset Management Ltd. cash conversion from operations to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Brookfield Asset Management Ltd. (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Brookfield Asset Management Ltd. from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Brookfield Asset Management Ltd. stock valuation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 87.2% $8.98 Billion $92.00 Million $8.88 Billion $10.29 Billion ▼ -14.4 pp
2024 101.6% $3.33 Billion $- $3.33 Billion $3.28 Billion ▼ -7.3 pp
2023 108.9% $2.27 Billion $- $2.27 Billion $2.08 Billion ▼ -108.4 pp
2022 217.3% $5.17 Billion $68.00 Million $5.10 Billion $2.38 Billion ▼ -1671.5 pp
2021 1888.8% $272.04 Billion $216.35 Billion $55.68 Billion $14.40 Billion ▼ -253.3 pp
2020 2142.1% $255.93 Billion $196.88 Billion $59.06 Billion $11.95 Billion ▲ +1940.4 pp
2019 201.7% $235.62 Billion $186.06 Billion $49.56 Billion $116.85 Billion ▲ +7.7 pp
2018 194.0% $188.43 Billion $151.94 Billion $36.49 Billion $97.15 Billion ▲ +13.1 pp
2017 180.9% $144.49 Billion $110.27 Billion $34.23 Billion $79.87 Billion ▼ -0.4 pp
2016 181.3% $126.35 Billion $99.91 Billion $26.45 Billion $69.69 Billion ▼ -17.6 pp
2015 198.9% $113.81 Billion $84.44 Billion $29.37 Billion $57.23 Billion ▲ +98.9 pp
2014 100.0% $53.25 Billion $35.00 Billion $18.24 Billion $53.25 Billion ▲ +2.0 pp
2013 97.9% $47.33 Billion $31.56 Billion $15.76 Billion $48.32 Billion ▲ +22.0 pp
2012 76.0% $34.52 Billion $34.52 Billion $0.00 $45.44 Billion ▲ +6.7 pp
2011 69.3% $25.91 Billion $25.91 Billion $0.00 $37.41 Billion ▼ -4.2 pp
2010 73.4% $21.44 Billion $21.44 Billion $0.00 $29.19 Billion ▼ -72.8 pp
2009 146.3% $11.04 Billion $11.04 Billion $0.00 $7.55 Billion ▲ +63.7 pp
2008 82.5% $10.00 Billion $10.00 Billion $0.00 $12.12 Billion ▼ -238.5 pp
2007 321.1% $37.79 Billion $37.79 Billion $- $11.77 Billion ▲ +252.3 pp
2006 68.7% $6.75 Billion $6.75 Billion $0.00 $9.82 Billion ▼ -1.2 pp
2005 69.9% $4.90 Billion $4.90 Billion $0.00 $7.01 Billion ▲ +27.7 pp
2004 42.2% $3.04 Billion $3.04 Billion $0.00 $7.20 Billion ▼ -6.7 pp
2003 48.9% $3.13 Billion $3.13 Billion $0.00 $6.40 Billion ▼ -2.1 pp
2002 51.0% $2.69 Billion $2.69 Billion $0.00 $5.29 Billion ▼ -8.0 pp
2001 58.9% $1.97 Billion $1.97 Billion $0.00 $3.35 Billion ▲ +16.5 pp
2000 42.5% $1.35 Billion $1.35 Billion $0.00 $3.19 Billion
pp = percentage points