Ray Dalio's BAM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 30,379 shares of Brookfield Asset Management Ltd. (BAM) worth $1.35 M, representing 0.01% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BAM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 375,797 shares. Largest reduction occurred in Q2 2020, reducing 396,458 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +30,379 | New Buy | 30,379 | $44.45 |
| Q3 2025 | -82,222 | Sold Out | 0 | $0.00 |
| Q2 2025 | -137,625 | Reduce 62.60% | 82,222 | $55.24 |
| Q1 2025 | +219,847 | New Buy | 219,847 | $48.40 |
| Q1 2024 | -65,259 | Sold Out | 0 | $0.00 |
| Q4 2023 | +11,496 | Add 21.38% | 65,259 | $40.36 |
| Q3 2023 | +53,763 | New Buy | 53,763 | $33.48 |
| Q3 2022 | -16,051 | Sold Out | 0 | $0.00 |
| Q2 2022 | -331 | Reduce 2.02% | 16,051 | $44.36 |
| Q4 2021 | -4 | Reduce 0.02% | 16,382 | $60.49 |
| Q2 2021 | -115 | Reduce 0.70% | 16,386 | $51.08 |
| Q2 2020 | -396,458 | Reduce 96.00% | 16,501 | $32.60 |
| Q1 2020 | -6,694 | Reduce 1.60% | 412,959 | $29.01 |
| Q4 2019 | -4,893 | Reduce 1.15% | 419,653 | $38.31 |
| Q1 2019 | -95,299 | Reduce 18.33% | 424,546 | $30.85 |
| Q4 2018 | -106,901 | Reduce 17.06% | 519,845 | $25.36 |
| Q3 2018 | +83,835 | Add 15.44% | 626,746 | $29.44 |
| Q2 2018 | +375,797 | Add 224.87% | 542,911 | $26.84 |
| Q1 2018 | -3,586 | Reduce 2.10% | 167,114 | $25.79 |
| Q4 2017 | -109,335 | Reduce 39.04% | 170,700 | $28.91 |
| Q2 2017 | +280,035 | New Buy | 280,035 | $25.93 |
Ray Dalio's Brookfield Asset Management Investment FAQs
Ray Dalio first purchased Brookfield Asset Management Ltd. (BAM) in Q2 2017, acquiring 280,035 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Brookfield Asset Management Ltd. (BAM) for 29 quarters since Q2 2017.
Ray Dalio's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q2 2018, adding 542,911 shares worth $14.57 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 30,379 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $1.35 M.
As of the Q1 2026 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Brookfield Asset Management Ltd. (BAM) was 626,746 shares, as reported at the end of Q3 2018.