The alternative asset managers were down 25% on average on a total return basis during the first half of 2026 as more volatile markets and uncertainties tied to US fiscal, tariff, and monetary policies, and concerns over the private credit market weighed on the group.
Brookfield, with USD 613.8 billion in fee-earning AUM at the end of March 2026, is one of the go-to firms for institutional and high-net-worth investors looking for exposure to alternative assets.
Private equity and real estate/real assets are both highly cyclical and heavily reliant on efficient deployments and exits for performance and incentive income.
|
Metric
|
BAM
|
BX
|
KKR
|
|---|---|---|---|
Price/Earnings (Normalized) | 31.83 | 32.35 | 19.79 |
Price/Book Value | 10.34 | 11.92 | 3.21 |
Price/Sales | 16.71 | 6.53 | 4.81 |
Price/Cash Flow | 37.83 | 13.77 | — |
|
Metric
|
BAM
|
BX
|
KKR
|
|---|---|---|---|
Quick Ratio | 2.91 | — | 3.91 |
Current Ratio | 2.91 | — | 3.92 |
Interest Coverage | 8.17 | — | 2.18 |
|
Metric
|
BAM
|
BX
|
KKR
|
|---|---|---|---|
Return on Assets (Normalized) | 16.74% | 13.07% | 1.16% |
Return on Equity (Normalized) | 33.62% | 72.99% | 17.12% |
Return on Invested Capital (Normalized) | 23.08% | — | 2.60% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| LOCK|DnJ<rc@ | LOCK|&hb | $169B | |||
| Blackstone Inc
BX
| LOCK|$kbS<SV | LOCK|?cT | $99B | |||
| KKR & Co Inc Ordinary Shares
KKR
| LOCK|b^mZK# | LOCK|wZZ$T | $91B | |||
| Apollo Global Management Inc
APO
| LOCK|%M$#C& | LOCK|Nz!#< | $70B | |||
| State Street Corp
STT
| LOCK|>zMQ$<Y | LOCK|#$f | $52B | |||
| Ameriprise Financial Inc
AMP
| LOCK|QR@^rSZ | LOCK|gv#w@ | $47B | |||
| Northern Trust Corp
NTRS
| LOCK|B?rTMQVL | LOCK|%J | $35B | |||
| Raymond James Financial Inc
RJF
| LOCK|%g@@R@ | LOCK|$jRhH | $33B | |||
| Ares Management Corp Ordinary Shares - Class A
ARES
| LOCK|Jwr#l&v | LOCK|s$Dv | $28B |
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United States