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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |