Brookfield Oaktree Holdings (OAK-PA) Assets (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Assets came in at $7.1 billion in Q2 2026, up 9.55% on a YoY basis from $6.5 billion in Q2 2025, and down 3.23% quarter-over-quarter from $7.3 billion in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Assets (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Assets for 16 consecutive years, with $7.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets rose 9.55% year-over-year to $7.1 billion; the trailing twelve-month figure through Jun 2026 stood at $7.1 billion (up 9.55% YoY), and the FY2025 full-year result was $6.8 billion, down 3.86% from the prior year.
- Assets fell to $7.1 billion in Q2 2026 per OAK-PA's latest filing, from $7.3 billion in the prior quarter.
- Across five years, Assets topped out at $15.0 billion in Q1 2022 and bottomed at $5.7 billion in Q4 2022.
- Historically, Assets has averaged $8.3 billion across 5 years, with a median of $7.0 billion in 2025.
- The sharpest annual moves came in 2022 and 2024: Assets plunged 60.72% in 2022, then surged 36.97% in 2024.
- Over 5 years, Assets stood at $5.7 billion in 2022, then jumped by 33.62% to $7.6 billion in 2023, then decreased by 6.39% to $7.1 billion in 2024, then retreated by 3.86% to $6.8 billion in 2025, then grew by 3.98% to $7.1 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $7.1 billion, $7.3 billion, and $6.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 49.89 Bn |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | - |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 84.24 Bn |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 494.05 Bn |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 20.08 Bn |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 12.16 Bn |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 8.92 Bn |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 29.63 Bn |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 28.20 Bn |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 7.07 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.07 Bn |
| Mar 31, 2026 | 7.31 Bn |
| Dec 31, 2025 | 6.80 Bn |
| Sep 30, 2025 | 6.63 Bn |
| Jun 30, 2025 | 6.45 Bn |
| Mar 31, 2025 | 7.01 Bn |
| Dec 31, 2024 | 7.07 Bn |
| Sep 30, 2024 | 6.97 Bn |
| Jun 30, 2024 | 8.92 Bn |
| Mar 31, 2024 | 8.25 Bn |
| Dec 31, 2023 | 7.56 Bn |
| Sep 30, 2023 | 6.50 Bn |
| Jun 30, 2023 | 6.51 Bn |
| Mar 31, 2023 | 6.11 Bn |
| Dec 31, 2022 | 5.65 Bn |
| Sep 30, 2022 | 14.48 Bn |
| Jun 30, 2022 | 14.41 Bn |
| Mar 31, 2022 | 15.04 Bn |
| Dec 31, 2021 | 14.40 Bn |
| Sep 30, 2021 | 13.12 Bn |