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Assets Under Management
Captures the value of assets the firm actively manages on behalf of clients, which directly produces management fees and reflects investment performance and client trust. Growing AUM supports recurring revenue and margin improvement; large outflows can quickly reduce fee income and hurt profitability.After a sharp 2022 drawdown, AUM transitioned to steady recovery in 2023 and accelerated in 2024–25, hitting fresh highs by late‑2025. That inflection signals either meaningful net inflows, favorable market appreciation, or both—likely boosting fee income and operating leverage for Oppenheimer—but the company remains exposed to market-cycle risk unless inflows prove durable.
Date | Assets Under Management |
|---|---|
Jun 30, 2026 | $59.40B |
Mar 31, 2026 | $54.10B |
Dec 31, 2025 | $55.20B |
Sep 30, 2025 | $55.10B |
Jun 30, 2025 | $52.80B |
Mar 31, 2025 | $48.90B |
Dec 31, 2024 | $49.40B |
Sep 30, 2024 | $49.10B |
Jun 30, 2024 | $47.50B |
Mar 31, 2024 | $46.60B |