Brookfield Oaktree Holdings (OAK-PA) Invested Capital (2010 - 2026)
Brookfield Oaktree Holdings (OAK-PA) reported Invested Capital of $3.7 billion for Q1 2026, up 64.22% on a YoY basis from $2.3 billion in Q1 2025, and up 3.44% quarter-over-quarter from $3.6 billion in Q4 2025.
Brookfield Oaktree Holdings (OAK-PA) Invested Capital (2010 - 2026) Analysis & Trends
Brookfield Oaktree Holdings has reported Invested Capital for 17 years, with the latest figure 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.
- The five-year high for Invested Capital was $4.5 billion in Q1 2022, with the low at $2.1 billion in Q4 2022.
- Historically, Invested Capital has averaged $3.0 billion across 5 years, with a median of $2.8 billion in 2023.
- Annual changes were most pronounced in 2022 — Invested Capital surged 68.16% — and 2025, when it slumped 39.77%.
- Brookfield Oaktree Holdings' Invested Capital stood at $2.1 billion in 2022, then jumped by 32.36% to $2.8 billion in 2023, then soared by 38.14% to $3.9 billion in 2024, then slipped by 7.46% to $3.6 billion in 2025, then advanced 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.
Peer Comparison
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.71 Bn |
| Dec 31, 2025 | 3.59 Bn |
| Sep 30, 2025 | 2.18 Bn |
| Jun 30, 2025 | 2.18 Bn |
| Mar 31, 2025 | 2.26 Bn |
| Dec 31, 2024 | 3.87 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Jun 30, 2024 | 3.34 Bn |
| Mar 31, 2024 | 3.75 Bn |
| Dec 31, 2023 | 2.80 Bn |
| Sep 30, 2023 | 2.63 Bn |
| Jun 30, 2023 | 2.70 Bn |
| Mar 31, 2023 | 2.80 Bn |
| Dec 31, 2022 | 2.12 Bn |
| Sep 30, 2022 | 2.38 Bn |
| Jun 30, 2022 | 3.13 Bn |
| Mar 31, 2022 | 4.55 Bn |
| Dec 31, 2021 | 3.40 Bn |
| Sep 30, 2021 | 3.14 Bn |
| Jun 30, 2021 | 2.92 Bn |