Brookfield Oaktree Holdings (OAK-PA) Long-Term Investments (2011 - 2026)

Brookfield Oaktree Holdings (OAK-PA) posted Long-Term Investments of $1.4 billion for Q1 2026, down 71.31% on a QoQ basis from $5.0 billion in Q4 2025, and up 379.56% year-over-year from $299.9 million in Q1 2025.

Brookfield Oaktree Holdings (OAK-PA) Long-Term Investments (2011 - 2026) Analysis & Trends

Brookfield Oaktree Holdings' Long-Term Investments history runs 16 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • Quarterly Long-Term Investments rose 379.56% year-over-year to $1.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.4 billion (up 379.56% YoY) and the FY2025 annual result came in at $5.0 billion, up 1.34% from the prior year.
  • Long-Term Investments was $1.4 billion for Q1 2026 at Brookfield Oaktree Holdings, down from $5.0 billion in the prior quarter.
  • Across five years, Long-Term Investments topped out at $12.3 billion in Q1 2022 and bottomed at $159.4 million in Q2 2024.
  • A 5-year average of $3.1 billion and a median of $1.4 billion in 2026 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments jumped 1058.58% — and 2023, when it plunged 97.37%.
  • Brookfield Oaktree Holdings' Long-Term Investments stood at $3.9 billion in 2022, then surged by 31.6% to $5.1 billion in 2023, then slipped by 3.83% to $4.9 billion in 2024, then rose by 1.34% to $5.0 billion in 2025, then slumped by 71.31% to $1.4 billion in 2026.
  • Business Quant data shows OAK-PA's Long-Term Investments at $1.4 billion in Q1 2026, $5.0 billion in Q4 2025, and $182.1 million in Q3 2025.

Peer Comparison

Historic Data

Download Data
DateValue
Mar 31, 2026 1.44 Bn
Dec 31, 2025 5.01 Bn
Sep 30, 2025 182.10 Mn
Jun 30, 2025 183.50 Mn
Mar 31, 2025 299.90 Mn
Dec 31, 2024 4.95 Bn
Sep 30, 2024 304.30 Mn
Jun 30, 2024 159.40 Mn
Mar 31, 2024 299.60 Mn
Dec 31, 2023 5.14 Bn
Sep 30, 2023 314.40 Mn
Jun 30, 2023 1.51 Bn
Mar 31, 2023 4.21 Bn
Dec 31, 2022 3.91 Bn
Sep 30, 2022 11.95 Bn
Jun 30, 2022 1.13 Bn
Mar 31, 2022 12.26 Bn
Dec 31, 2021 1.02 Bn
Sep 30, 2021 1.04 Bn
Jun 30, 2021 1.02 Bn