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Upturn AI SWOT - About
Brookfield Wealth Solutions Ltd. (BNT)
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Upturn Advisory Summary
10/15/2025: BNT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.05% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.47B USD | Price to earnings Ratio 8.72 | 1Y Target Price - |
Price to earnings Ratio 8.72 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.78 | 52 Weeks Range 41.37 - 62.51 | Updated Date 06/22/2025 |
52 Weeks Range 41.37 - 62.51 | Updated Date 06/22/2025 | ||
Dividends yield (FY) 0.59% | Basic EPS (TTM) 6.97 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.61% | Operating Margin (TTM) 5.67% |
Management Effectiveness
Return on Assets (TTM) 0.9% | Return on Equity (TTM) 11.38% |
Valuation
Trailing PE 8.72 | Forward PE - | Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 |
Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA - | Shares Outstanding 43416700 | Shares Floating 26640340 |
Shares Outstanding 43416700 | Shares Floating 26640340 | ||
Percent Insiders 21.01 | Percent Institutions 15.61 |
Upturn AI SWOT
Brookfield Wealth Solutions Ltd.
Company Overview
History and Background
Brookfield Wealth Solutions Ltd. focuses on offering alternative investment solutions to high-net-worth individuals. It leverages Brookfield Asset Management's global investment platform. Specific founding date is not public. It evolves by expanding its product offerings to cater to the growing demand for alternatives.
Core Business Areas
- Alternative Investment Products: Provides access to private equity, real estate, infrastructure, and credit investments, traditionally available only to institutional investors.
- Wealth Management Services: Offers financial planning, portfolio construction, and investment advisory services tailored to high-net-worth individuals and families.
- Client Education and Support: Offers resources and support to educate clients about alternative investments and help them make informed decisions.
Leadership and Structure
Details are not readily available publicly. Likely mirrors a structure to support the broader Brookfield Asset Management ecosystem, reporting through a wealth management division.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Invests in a diversified portfolio of private equity assets across various sectors and geographies. No specific market share data available, competitors include Blackstone (BX) and KKR (KKR).
- Real Estate Funds: Focuses on investing in high-quality real estate assets globally. No specific market share data available, competitors include Starwood Property Trust (STWD) and Prologis (PLD).
- Infrastructure Funds: Offers exposure to essential infrastructure assets like renewable energy and transportation. No specific market share data available, competitors include The Carlyle Group (CG) and EQT AB.
Market Dynamics
Industry Overview
The alternative investment industry is growing rapidly, driven by increased demand from high-net-worth individuals seeking higher returns and diversification. The current market environment favors investments in real assets like real estate and infrastructure.
Positioning
Brookfield Wealth Solutions leverages the expertise and global reach of Brookfield Asset Management, providing a competitive advantage. The firm offers a broader range of alternative assets for high net worth individuals
Total Addressable Market (TAM)
The total addressable market for alternative investments is in the trillions of dollars. Brookfield Wealth Solutions is positioned to capture a significant portion of this market by offering unique access to institutional-quality investments, TAM not publicly disclosed.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation (Brookfield Asset Management)
- Global Investment Platform
- Access to Institutional-Quality Investments
- Experienced Management Team
Weaknesses
- High Minimum Investment Requirements
- Complexity of Alternative Investments
- Limited Liquidity Compared to Traditional Assets
- Lack of transparency compared to standard ETFs or stocks
Opportunities
- Growing Demand for Alternative Investments
- Expansion into New Markets
- Development of New Products
- Partnerships with Financial Advisors
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Market Volatility
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- CG
Competitive Landscape
Brookfield Wealth Solutions benefits from the global reach and diverse investment capabilities of Brookfield Asset Management. Competitors such as Blackstone and KKR also have strong platforms, but Brookfield's focus on real assets gives it a niche advantage. It must overcome its lack of transparency.
Major Acquisitions
Oaktree Capital Management
- Year: 2019
- Acquisition Price (USD millions): 4700
- Strategic Rationale: Expanded Brookfield's credit investing capabilities and reach in distressed debt markets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the broader Brookfield Asset Management's growth in AUM and expansion of its alternative asset offerings.
Future Projections: Future growth is projected based on the increasing demand for alternative investments and Brookfield's ability to attract and retain high-net-worth clients.
Recent Initiatives: Expansion of product offerings, strategic partnerships with wealth management platforms, and increased investment in technology and client education.
Summary
Brookfield Wealth Solutions is a strong player in the alternative investment space, leveraging Brookfield Asset Management's established brand and global platform. It benefits from the growing demand for alternative assets among high-net-worth individuals. Potential challenges include navigating regulatory complexities, managing liquidity, and increased competition. Brookfield should continue to expand its product offerings and strategic partnerships to maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Brookfield Asset Management Public Filings
- Industry Reports
- Company Press Releases
- SEC Filings of competitors
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Wealth Solutions Ltd.
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-06-28 | CEO, Head of Insurance Solutions Business & Director Mr. Sachin G. Shah CPA | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees - | Website https://bnt.brookfield.com |
Full time employees - | Website https://bnt.brookfield.com | ||
Brookfield Wealth Solutions Ltd., through its subsidiaries, provides retirement services, wealth protection products, and capital solutions to individuals and institutions. It operates through Annuities, Property and Casualty (P&C), Life Insurance segments. The Annuities segment offers retail and institutional annuities, including fixed index, fixed rate, single premium immediate, and variable annuities, as well as pension risk transfer. The P&C segment provides specialty casualty, construction defect, general liability, commercial multi-peril, workers compensation, product and environmental liability, and auto liability. The Life Insurance segment offers whole life, universal life, and variable universal life insurance products. The company was formerly known as Brookfield Reinsurance Ltd. and changed its name to Brookfield Wealth Solutions Ltd. in September 2024. Brookfield Wealth Solutions Ltd. was incorporated in 2020 and is headquartered in Pembroke, Bermuda.
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