AIA Group’s Brookfield Asset Management BAM Stock Holding History

AIA Group’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.79M	Sell	40,263 -21,372	-35%	-$1.04M	0.03%	222
2025 Q4	$3.23M	Sell	61,635 -19,436	-24%	-$1.04M	0.05%	192
2025 Q3	$4.62M	Buy	81,071 +18,603	+30%	+$1.11M	0.08%	149
2025 Q2	$3.45M	Hold	62,468	–	–	0.08%	130
2025 Q1	$3.03M	Buy	62,468 +12,917	+26%	+$704K	0.07%	137
2024 Q4	$2.69M	Hold	49,551	–	–	0.06%	135
2024 Q3	$2.34M	Hold	49,551	–	–	0.06%	144
2024 Q2	$1.89M	Buy	49,551 +12,416	+33%	+$488K	0.06%	150
2024 Q1	$1.56M	Hold	37,135	–	–	0.05%	164
2023 Q4	$1.49M	Hold	37,135	–	–	0.06%	151
2023 Q3	$1.24M	Buy	37,135 +7,963	+27%	+$269K	0.06%	147
2023 Q2	$952K	Buy	+29,172	New	+$938K	0.05%	180

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIA Group's BAM Position: Q1 2026 in Review

AIA Group reduced its Brookfield Asset Management (BAM) stake by 35% in Q1 2026, selling an estimated $1.04M and leaving 40,263 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #222.

AIA Group first reported a position in BAM in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.62M in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

AIA Group held 40,263 shares of Brookfield Asset Management worth $1.79M as of Q1 2026.
AIA Group sold 21,372 Brookfield Asset Management shares in Q1 2026, an estimated $1.04M.
Brookfield Asset Management made up 0.03% of AIA Group's portfolio in Q1 2026, its #222 holding.
AIA Group first reported a position in Brookfield Asset Management in Q2 2023 and has held it in 12 quarters since.
AIA Group's Brookfield Asset Management position peaked at $4.62M in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.