UBS Group AG

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1610520 ZURICH, V8

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Position in IBKR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$151,803,014

-$3,384,152 QoQ

Shares Held

2,263,352

-6.2% QoQ

Ownership

0.508%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 51.888172939958075.ToString("F0")% Shared 0.ToString("F0")% None 48.111827060041925.ToString("F0")%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Derivatives in IBKR

reported options exposure · as of Mar 31, 2026

CallValue

$16,493,854

CallShares

245,920

PutValue

$60,363

PutShares

900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

UBS Group AG holds $6,223,044,406 across 81 Capital Markets names. IBKR ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	11,923,338	$1,962,223,730
2	GS	Goldman Sachs Group Inc	1,995,089	$1,687,825,337
3	SCHW	Schwab Charles Corp	5,779,000	$543,110,418
4	TW	Tradeweb Markets Inc.	1,928,700	$226,930,839
5	CRCL	Circle Internet Group, Inc.	2,279,407	$217,478,219
6	LPLA	LPL Financial Holdings Inc.	653,883	$196,707,620
7	IBKR	Interactive Brokers Group, Inc. This page	2,263,352	$151,803,014
8	HOOD	Robinhood Markets, Inc.	1,955,939	$135,546,572

All Filings in IBKR

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$151,803,014	2,263,352	+251383.6%	Shares	Defined	2026-05-05
2026-03-31	$60,363	900	-99.6%	Put	Defined	2026-05-05
2026-03-31	$16,493,854	245,920	-89.8%	Call	Defined	2026-05-05
2025-12-31	$155,187,166	2,413,111	+1049.1%	Shares	Defined	2026-01-29
2025-12-31	$13,505,100	210,000	+23233.3%	Call	Defined	2026-01-29
2025-12-31	$57,879	900	-99.9%	Put	Defined	2026-01-29
2025-09-30	$92,041,974	1,337,625	+599.2%	Shares	Defined	2025-11-13
2025-09-30	$13,163,353	191,300	+815.3%	Call	Defined	2025-11-13
2025-09-30	$1,438,129	20,900	-99.0%	Put	Defined	2025-11-13
2025-06-30	$110,745,691	1,998,659	+1250.4%	Shares	Defined	2025-08-14
2025-06-30	$8,200,680	148,000	+322.9%	Call	Defined	2025-08-14
2025-03-31	$1,448,912	35,000	-90.4%	Call	Defined	2025-05-13
2025-03-31	$15,160,588	366,220	-3.3%	Shares	Defined	2025-05-13
2024-12-31	$16,734,886	378,896	+1415.6%	Shares	Defined	2025-02-14
2024-12-31	$1,104,187	25,000	-91.9%	Call	Defined	2025-02-14
2024-09-30	$10,688,421	306,786	+41.7%	Shares	Defined	2024-11-14
2024-06-30	$6,635,814	216,503	+220.0%	Shares	Defined	2024-08-14
2024-03-31	$1,889,350	67,652	-7.9%	Shares	Defined	2024-05-13
2023-12-31	$1,522,767	73,475	+184.8%	Shares	Defined	2024-02-09
2023-09-30	$558,333	25,801	-61.2%	Shares	Defined	2023-11-09
2023-06-30	$1,382,118	66,552	+55.1%	Shares	Defined	2023-08-11
2023-03-31	$885,538	42,904	+34.1%	Shares	Defined	2023-05-12
2022-12-31	$578,672	31,993	+609.5%	Shares	Defined	2023-02-08
2022-09-30	$72,042	4,509	-92.1%	Shares	Defined	2022-11-10
2022-06-30	$784,991	57,080	+152.6%	Shares	Defined	2022-08-10
2022-06-30	$310,806	22,600	-42.9%	Call	Defined	2022-08-10
2022-03-31	$652,112	39,576	-27.9%	Shares	Defined	2022-05-16
2021-12-31	$1,089,601	54,878	-62.6%	Shares	Defined	2022-02-14
2021-09-30	$2,287,939	146,804	+193.6%	Shares	Defined	2021-11-15
2021-06-30	$821,772	50,009	+18.8%	Shares	Defined	2021-08-13
2021-03-31	$768,617	42,093	-29.2%	Shares	Defined	2021-05-12
2020-12-31	$905,316	59,443	+130.9%	Shares	Defined	2021-02-11
2020-09-30	$311,087	25,747	+622.2%	Shares	Defined	2020-11-12
2020-06-30	$37,227	3,565	-5.9%	Shares	Defined	2020-07-31
2020-03-31	$40,891	3,789	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.