Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Brookfield Wealth Solutions Ltd. (BNT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 21.42% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. was established to provide investment solutions to individual investors and financial advisors, leveraging Brookfield's expertise in alternative assets. While specific founding year and early milestones data are not publicly available, it has grown through strategic partnerships and product development.
Core Business Areas
- Alternative Investments: Provides access to alternative investment strategies, including real estate, infrastructure, private equity, and credit, typically inaccessible to individual investors.
- Investment Solutions: Offers diversified investment portfolios designed to meet specific risk and return objectives for individuals and institutions.
- Wealth Management Platforms: Partners with wealth management platforms to distribute Brookfield's investment products to a broader audience.
Leadership and Structure
Brookfield Wealth Solutions Ltd. is a subsidiary of Brookfield Asset Management. The leadership team consists of senior executives from Brookfield and experienced professionals in wealth management. The organizational structure is designed to leverage Brookfield's global investment capabilities.
Top Products and Market Share
Key Offerings
- Real Estate Funds: Offers real estate investment funds that provide exposure to a diversified portfolio of properties globally. Market share data is not readily available, but key competitors include Blackstone Real Estate Income Trust (BREIT), Starwood Real Estate Income Trust (SREIT). Revenue is dependent on funds under management and performance fees.
- Infrastructure Funds: Provides access to infrastructure investments such as utilities, transportation, and energy assets. Market share data is not publicly available. Competitors include Macquarie Infrastructure Partners, Global Infrastructure Partners. Revenue is dependent on funds under management and performance fees.
- Private Credit Solutions: Offers private credit funds targeting higher yields than traditional fixed-income investments. Market share data is unavailable. Competitors include Ares Management, Apollo Global Management. Revenue is dependent on funds under management and performance fees.
Market Dynamics
Industry Overview
The wealth management industry is experiencing growth driven by increasing wealth accumulation, demand for alternative investments, and technological advancements. Increased regulatory scrutiny and competition are also shaping the landscape.
Positioning
Brookfield Wealth Solutions Ltd. is positioned as a provider of alternative investment solutions to individual investors, leveraging Brookfield's extensive expertise and global network. Competitive advantages include access to unique investment opportunities and a strong brand reputation.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Brookfield Wealth Solutions Ltd. is positioned to capture a portion of this market by offering alternative investment strategies, catering to the growing demand for diversification and higher returns. The TAM for alternative investments within wealth management is substantial and growing.
Upturn SWOT Analysis
Strengths
- Strong brand reputation of Brookfield Asset Management
- Access to Brookfield's global investment platform
- Expertise in alternative investments
- Diversified product offerings
- Established distribution network
Weaknesses
- Relatively new entrant in the wealth management space compared to established players
- Reliance on Brookfield Asset Management's performance
- Potential for higher fees compared to traditional investment products
- Limited track record specifically for the wealth solutions division
- Higher complexity of alternative investments may deter some investors
Opportunities
- Growing demand for alternative investments among individual investors
- Expansion into new markets and distribution channels
- Development of innovative investment products
- Strategic partnerships with wealth management platforms
- Increasing adoption of technology in wealth management
Threats
- Increased competition from established wealth management firms
- Economic downturns and market volatility
- Regulatory changes and compliance costs
- Rising interest rates and inflation
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- APO
- KKR
- PGIM
Competitive Landscape
Brookfield Wealth Solutions Ltd. benefits from Brookfield Asset Management's brand and expertise but faces competition from established players with wider product ranges and longer track records. Differentiation through alternative investment specialization is key.
Major Acquisitions
Duff & Phelps (now Kroll)
- Year: 2021
- Acquisition Price (USD millions): 4200
- Strategic Rationale: Expanded Brookfield's presence in valuation, governance, risk and transparency solutions. This was acquired by Stonepeak not BWS
Growth Trajectory and Initiatives
Historical Growth: Historical growth of Brookfield Wealth Solutions Ltd. is tied to the growth and expansion of Brookfield Asset Management's alternative investment strategies.
Future Projections: Future projections for Brookfield Wealth Solutions Ltd. are positive, driven by the increasing demand for alternative investments. Analyst expectations are tied to the parent company (BAM).
Recent Initiatives: Recent initiatives include launching new investment products, expanding distribution partnerships, and investing in technology to enhance the client experience.
Summary
Brookfield Wealth Solutions Ltd. is leveraging Brookfield Asset Management's expertise in alternative investments to target the growing wealth management market. Its strengths lie in its brand and access to unique opportunities, but it faces competition from established players and the complexities of alternative investment products. Future success depends on effective distribution, product innovation, and navigating market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Brookfield Asset Management Investor Relations
- SEC Filings
- Industry Reports (e.g., PwC, Deloitte, McKinsey)
- Company Press Releases
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and financial information are subject to change. The AI-based rating is an estimate based on available data and is not a guarantee of future performance.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.