USS Investment Management’s Brookfield Asset Management BAM Stock Holding History

USS Investment Management’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	$3.55M	Buy	79,081 +17,520	+28%	+$827K	0.01%	458
2026 Q1	$2.73M	Hold	61,561	–	–	0.01%	452
2025 Q4	$3.22M	Hold	61,561	–	–	0.02%	442
2025 Q3	$3.51M	Hold	61,561	–	–	0.02%	437
2025 Q2	$3.4M	Hold	61,561	–	–	0.02%	427
2025 Q1	$3.01M	Hold	61,561	–	–	0.02%	438
2024 Q4	$3.34M	Buy	61,561 +23,161	+60%	+$1.25M	0.02%	449
2024 Q3	$1.82M	Hold	38,400	–	–	0.01%	497
2024 Q2	$1.47M	Hold	38,400	–	–	0.01%	511
2024 Q1	$1.61M	Hold	38,400	–	–	0.01%	504
2023 Q4	$1.54M	Hold	38,400	–	–	0.01%	512
2023 Q3	$1.28M	Hold	38,400	–	–	0.01%	528
2023 Q2	$1.25M	Buy	38,400 +30,000	+357%	+$965K	0.01%	540
2023 Q1	$276K	Hold	8,400	–	–	﹤0.01%	576
2022 Q4	$241K	Buy	+8,400	New	+$253K	﹤0.01%	597

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

USS Investment Management's BAM Position: Q2 2026 in Review

USS Investment Management increased its Brookfield Asset Management (BAM) stake by 28% in Q2 2026, buying an estimated $827K and bringing the position to 79,081 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #458.

USS Investment Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

USS Investment Management held 79,081 shares of Brookfield Asset Management worth $3.55M as of Q2 2026.
USS Investment Management bought 17,520 Brookfield Asset Management shares in Q2 2026, an estimated $827K.
Brookfield Asset Management made up 0.01% of USS Investment Management's portfolio in Q2 2026, its #458 holding.
USS Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.