Legal & General Group’s Brookfield Asset Management BAM Stock Holding History

Legal & General 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	$98.5M	Sell	2,221,139 -122,702	-5%	-$5.99M	0.02%	509
2025 Q4	$123M	Sell	2,343,841 -21,868	-0.9%	-$1.18M	0.03%	464
2025 Q3	$135M	Buy	2,365,709 +2,285,077	+2,834%	+$136M	0.03%	457
2025 Q2	$4.46M	Buy	80,632 +47,659	+145%	+$2.56M	﹤0.01%	1603
2025 Q1	$1.6M	Sell	32,973 -606	-2%	-$33K	﹤0.01%	2011
2024 Q4	$1.82M	Buy	33,579 +4,127	+14%	+$223K	﹤0.01%	2008
2024 Q3	$1.39M	Sell	29,452 -12,804	-30%	-$536K	﹤0.01%	2114
2024 Q2	$1.61M	Buy	42,256 +18,512	+78%	+$728K	﹤0.01%	2040
2024 Q1	$997K	Buy	23,744 +835	+4%	+$33.8K	﹤0.01%	2191
2023 Q4	$920K	Hold	22,909	–	–	﹤0.01%	2240
2023 Q3	$764K	Hold	22,909	–	–	﹤0.01%	2280
2023 Q2	$747K	Sell	22,909 -22,935	-50%	-$738K	﹤0.01%	2323
2023 Q1	$1.5M	Sell	45,844 -806	-2%	-$26.2K	﹤0.01%	2005
2022 Q4	$1.34M	Buy	+46,650	New	+$1.4M	﹤0.01%	2052

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

Legal & General Group's BAM Position: Q1 2026 in Review

Legal & General Group reduced its Brookfield Asset Management (BAM) stake by 5.2% in Q1 2026, selling an estimated $5.99M and leaving 2,221,139 shares worth $98.5M. The position accounts for 0.02% of the portfolio, ranked #509.

Legal & General Group first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $135M in Q3 2025. 626 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Legal & General Group held 2,221,139 shares of Brookfield Asset Management worth $98.5M as of Q1 2026.
Legal & General Group sold 122,702 Brookfield Asset Management shares in Q1 2026, an estimated $5.99M.
Brookfield Asset Management made up 0.02% of Legal & General Group's portfolio in Q1 2026, its #509 holding.
Legal & General Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
Legal & General Group's Brookfield Asset Management position peaked at $135M in Q3 2025.
626 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.