OPPENHEIMER ASSET MANAGEMENT INC.
RIA/Wealth
OPPENHEIMER ASSET MANAGEMENT INC. is a RIA/Wealth based in New York, NY led by Robert Steven Lowenthal, reporting $20.0B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).
CEORobert Steven Lowenthal
- Portfolio Value
- $9.1B
- Positions
- 1,104
- Top Holding
- MSFT at 3.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OPPENHEIMER ASSET MANAGEMENT INC.'s portfolio (17.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $337.3M | 3.71% | -$1.7M Sold | 0.01% 651.3K shares | |
ETF ETF | $211.5M | 2.33% | -$4.1M Sold | — 2.3M shares | |
Semiconductors Technology | $186.7M | 2.06% | +$22.6M Bought | 0.00% 1.0M shares | |
Specialty Retail Consumer Cyclical | $155.0M | 1.71% | -$7.4M Sold | 0.01% 706.0K shares | |
Banks - Diversified Financial Services | $145.1M | 1.60% | -$2.0M Sold | 0.02% 460.1K shares | |
Financial - Credit Services Financial Services | $123.2M | 1.36% | -$13.2M Sold | 0.02% 361.0K shares | |
Drug Manufacturers - General Healthcare | $120.6M | 1.33% | -$1.7M Sold | 0.03% 650.3K shares | |
ETF ETF | $120.5M | 1.33% | +$16.3M Bought | — 1.2M shares | |
Oil & Gas Integrated Energy | $108.9M | 1.20% | +$928.9K Bought | 0.03% 701.6K shares | |
Semiconductors Technology | $102.2M | 1.13% | +$19.2M Bought | 0.01% 309.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OPPENHEIMER ASSET MANAGEMENT INC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for OPPENHEIMER ASSET MANAGEMENT INC.
GthenA