Legal & General Group
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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
Q2 		$104M Buy
2,329,537
+108,398
+5% +$5.12M 0.02% 497
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

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legal & General Group's BAM Position: Q2 2026 in Review

Legal & General Group increased its Brookfield Asset Management (BAM) stake by 4.9% in Q2 2026, buying an estimated $5.12M and bringing the position to 2,329,537 shares worth $104M. The position accounts for 0.02% of the portfolio, ranked #497.

Legal & General Group first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $135M in Q3 2025. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Legal & General Group held 2,329,537 shares of Brookfield Asset Management worth $104M as of Q2 2026.
  • Legal & General Group bought 108,398 Brookfield Asset Management shares in Q2 2026, an estimated $5.12M.
  • Brookfield Asset Management made up 0.02% of Legal & General Group's portfolio in Q2 2026, its #497 holding.
  • Legal & General Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Legal & General Group's Brookfield Asset Management position peaked at $135M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.