Brookfield Oaktree Holdings (OAK-PA) Invested Capital (2010 - 2026)

Brookfield Oaktree Holdings (OAK-PA) has 17 years of Invested Capital data on file, last reported at $3.7 billion in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital rose 64.22% year-over-year to $3.7 billion; the trailing twelve-month figure through Mar 2026 stood at $3.7 billion (up 64.22% YoY), and the FY2025 full-year result was $3.6 billion, down 7.46% from the prior year.
• Invested Capital for Q1 2026 stood at $3.7 billion, up from $3.6 billion in the prior quarter.
• Across five years, Invested Capital topped out at $4.5 billion in Q1 2022 and bottomed at $2.1 billion in Q4 2022.
• The 5-year median for Invested Capital is $2.8 billion (2023), against an average of $3.0 billion.
• The widest annual swing landed in 2022, when Invested Capital surged 68.16%; it then plunged 39.77% in 2025.
• A 5-year view of Invested Capital shows it stood at $2.1 billion in 2022, then surged by 32.36% to $2.8 billion in 2023, then jumped by 38.14% to $3.9 billion in 2024, then dropped by 7.46% to $3.6 billion in 2025, then climbed by 3.44% to $3.7 billion in 2026.
• The last three Invested Capital figures came in at $3.7 billion (Q1 2026), $3.6 billion (Q4 2025), and $2.2 billion (Q3 2025), per Business Quant data.

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