Brookfield Oaktree Holdings OAK-PA
NYSE OAK-PA
$20.22 +0.01 (+0.02%)
As of: Sep 8, 2026 · 11:36 AM EDT

Brookfield Oaktree Holdings (OAK-PA) Assets Average (2011 - 2026)

Brookfield Oaktree Holdings' (OAK-PA) quarterly Assets Average came in at $7.2 billion in Q2 2026, up 6.75% on a YoY basis from $6.7 billion in Q2 2025, and up 1.92% quarter-over-quarter from $7.1 billion in Q1 2026.

Analysis

Brookfield Oaktree Holdings (OAK-PA) Assets Average (2011 - 2026) Analysis & Trends

Brookfield Oaktree Holdings (OAK-PA) has reported Assets Average for 16 consecutive years, with $7.2 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Assets Average rose 6.75% year-over-year to $7.2 billion; the trailing twelve-month figure through Jun 2026 stood at $7.2 billion (up 6.75% YoY), and the FY2025 full-year result was $6.9 billion, down 5.17% from the prior year.
  • Assets Average climbed to $7.2 billion in Q2 2026 per OAK-PA's latest filing, from $7.1 billion in the prior quarter.
  • Across five years, Assets Average topped out at $14.7 billion in Q2 2022 and bottomed at $5.9 billion in Q1 2023.
  • Historically, Assets Average has averaged $8.5 billion across 5 years, with a median of $7.0 billion in 2025.
  • The sharpest annual moves came in 2023 and 2024: Assets Average tumbled 60.05% in 2023, then soared 36.04% in 2024.
  • Over 5 years, Assets Average stood at $10.1 billion in 2022, then slumped by 30.19% to $7.0 billion in 2023, then slipped by 0.12% to $7.0 billion in 2024, then dropped by 4.34% to $6.7 billion in 2025, then increased by 7.06% to $7.2 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $7.2 billion, $7.1 billion, and $6.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Blackstone 107.26 Bn 104.75 Bn - 49.11 Bn
2 Kkr 94.91 Bn -182.16 Bn - -
3 Brookfield 88.30 Bn 57.51 Bn 19.38 Bn 301.93 Bn
4 Apollo Global Management 78.20 Bn 52.83 Bn 10.54 Bn 480.79 Bn
5 Brookfield Asset Management 78.08 Bn 76.58 Bn - 19.01 Bn
6 Wheaton Precious Metals 70.42 Bn 70.32 Bn 687.86 Mn 11.00 Bn
7 Franco Nevada 50.91 Bn 49.37 Bn 451.00 Mn 8.86 Bn
8 Ares Management 31.30 Bn 31.30 Bn - 29.01 Bn
9 Carlyle 16.48 Bn 15.22 Bn - 29.02 Bn
10 Brookfield Oaktree Holdings 2.40 Bn 2.40 Bn - 7.19 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 7.19 Bn
Mar 31, 2026 7.05 Bn
Dec 31, 2025 6.72 Bn
Sep 30, 2025 6.54 Bn
Jun 30, 2025 6.73 Bn
Mar 31, 2025 7.04 Bn
Dec 31, 2024 7.02 Bn
Sep 30, 2024 7.94 Bn
Jun 30, 2024 8.58 Bn
Mar 31, 2024 7.90 Bn
Dec 31, 2023 7.03 Bn
Sep 30, 2023 6.51 Bn
Jun 30, 2023 6.31 Bn
Mar 31, 2023 5.88 Bn
Dec 31, 2022 10.07 Bn
Sep 30, 2022 14.45 Bn
Jun 30, 2022 14.73 Bn
Mar 31, 2022 14.72 Bn
Dec 31, 2021 13.76 Bn
Sep 30, 2021 12.61 Bn