Brookfield Oaktree Holdings (OAK-PA) Invested Capital (2011 - 2026)

Brookfield Oaktree Holdings (OAK-PA) has reported Invested Capital for 16 consecutive years, with $3.6 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Invested Capital rose 12.19% year-over-year to $3.6 billion; the trailing twelve-month figure through Jun 2026 stood at $3.6 billion (up 12.19% YoY), and the FY2025 full-year result was $3.6 billion, down 7.46% from the prior year.
• Invested Capital eased to $3.6 billion in Q2 2026 per OAK-PA's latest filing, from $3.6 billion in the prior quarter.
• Across five years, Invested Capital topped out at $10.2 billion in Q3 2022 and bottomed at $2.1 billion in Q1 2023.
• Historically, Invested Capital has averaged $4.4 billion across 5 years, with a median of $3.6 billion in 2025.
• The widest YoY moves for Invested Capital: up 62.04% in 2023, down 74.12% in 2023.
• Over 5 years, Invested Capital stood at $5.1 billion in 2022, then surged by 62.04% to $8.2 billion in 2023, then sank by 52.86% to $3.9 billion in 2024, then declined by 7.46% to $3.6 billion in 2025, then fell by 0.69% to $3.6 billion in 2026.
• According to Business Quant data, Invested Capital over the past three periods registered $3.6 billion, $3.6 billion, and $3.4 billion for Q2 2026, Q4 2025, and Q3 2025 respectively.