Neuberger Berman Group
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Neuberger Berman Group’s Brookfield Asset Management BAM Stock Holding History

Neuberger Berman 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 		$218M Buy
4,854,713
+1,080,300
+29% +$51M 0.14% 143
2026
Q1 		$168M Buy
3,774,413
+554,107
+17% +$27.1M 0.13% 181
2025
Q4 		$169M Buy
3,220,306
+801,500
+33% +$43.1M 0.13% 188
2025
Q3 		$138M Buy
2,418,806
+55,559
+2% +$3.3M 0.1% 250
2025
Q2 		$131M Buy
2,363,247
+105,004
+5% +$5.64M 0.1% 248
2025
Q1 		$109M Sell
2,258,243
-3,725
-0.2% -$203K 0.09% 266
2024
Q4 		$123M Sell
2,261,968
-991,260
-30% -$53.5M 0.1% 249
2024
Q3 		$154M Buy
3,253,228
+258,417
+9% +$10.8M 0.12% 213
2024
Q2 		$114M Buy
2,994,811
+1,806,107
+152% +$71M 0.09% 250
2024
Q1 		$50M Sell
1,188,704
-1,231,836
-51% -$49.8M 0.04% 441
2023
Q4 		$97.2M Buy
2,420,540
+2,254,010
+1,354% +$76.2M 0.04% 422
2023
Q3 		$5.55M Sell
166,530
-15,250
-8% -$515K 0.01% 861
2023
Q2 		$5.93M Sell
181,780
-107,077
-37% -$3.44M 0.01% 851
2023
Q1 		$9.45M Sell
288,857
-1,436,285
-83% -$46.7M 0.01% 759
2022
Q4 		$49.5M Buy
+1,725,142
New +$51.9M 0.05% 412

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

Neuberger Berman Group's BAM Position: Q2 2026 in Review

Neuberger Berman Group increased its Brookfield Asset Management (BAM) stake by 29% in Q2 2026, buying an estimated $51M and bringing the position to 4,854,713 shares worth $218M. The position accounts for 0.14% of the portfolio, ranked #143.

Neuberger Berman Group first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Neuberger Berman Group held 4,854,713 shares of Brookfield Asset Management worth $218M as of Q2 2026.
  • Neuberger Berman Group bought 1,080,300 Brookfield Asset Management shares in Q2 2026, an estimated $51M.
  • Brookfield Asset Management made up 0.14% of Neuberger Berman Group's portfolio in Q2 2026, its #143 holding.
  • Neuberger Berman Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.