UBS Group AG

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1610520 ZURICH, V8

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Position in IBKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$296,468,855

+$144,665,841 QoQ

Shares Held

3,406,122

+50.5% QoQ

Ownership

0.752%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#30

of 1,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Derivatives in IBKR

reported options exposure · as of Jun 30, 2026

CallValue

$17,183,959

CallShares

197,426

PutValue

$3,559,936

PutShares

40,900

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 Jun 30, 2026

UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. IBKR ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,529,270	$2,201,038,596
2	GS	Goldman Sachs Group Inc	2,052,126	$2,075,458,667
3	SCHW	Schwab Charles Corp	9,616,749	$887,337,427
4	HOOD	Robinhood Markets, Inc.	3,475,657	$348,538,882
5	IBKR	Interactive Brokers Group, Inc. This page	3,406,122	$296,468,855
6	CRCL	Circle Internet Group, Inc.	4,146,314	$259,683,644
7	EVR	Evercore Inc.	503,403	$171,881,919
8	LPLA	LPL Financial Holdings Inc.	540,254	$152,178,744

All Filings in IBKR

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,183,959	197,426	-19.7%	Call	Defined	2026-08-13
2026-06-30	$296,468,855	3,406,122	+50.5%	Shares	Defined	2026-08-13
2026-06-30	$3,559,936	40,900	+4444.4%	Put	Defined	2026-08-13
2026-03-31	$151,803,014	2,263,352	-6.2%	Shares	Defined	2026-05-05
2026-03-31	$60,363	900	0.0%	Put	Defined	2026-05-05
2026-03-31	$16,493,854	245,920	+17.1%	Call	Defined	2026-05-05
2025-12-31	$155,187,166	2,413,111	+80.4%	Shares	Defined	2026-01-29
2025-12-31	$13,505,100	210,000	+9.8%	Call	Defined	2026-01-29
2025-12-31	$57,879	900	-95.7%	Put	Defined	2026-01-29
2025-09-30	$92,041,974	1,337,625	-33.1%	Shares	Defined	2025-11-13
2025-09-30	$13,163,353	191,300	+29.3%	Call	Defined	2025-11-13
2025-09-30	$1,438,129	20,900	—	Put	Defined	2025-11-13
2025-06-30	$110,745,691	1,998,659	+445.8%	Shares	Defined	2025-08-14
2025-06-30	$8,200,680	148,000	+322.9%	Call	Defined	2025-08-14
2025-03-31	$5,795,650	35,000	+40.0%	Call	Defined	2025-05-13
2025-03-31	$60,642,365	366,220	-3.3%	Shares	Defined	2025-05-13
2024-12-31	$66,939,553	378,896	+23.5%	Shares	Defined	2025-02-14
2024-12-31	$4,416,750	25,000	+10.6%	Call	Defined	2025-02-14
2024-09-30	$42,753,694	306,786	+41.7%	Shares	Defined	2024-11-14
2024-06-30	$26,543,266	216,503	+220.0%	Shares	Defined	2024-08-14
2024-03-31	$7,557,404	67,652	-7.9%	Shares	Defined	2024-05-13
2023-12-31	$6,091,075	73,475	+184.8%	Shares	Defined	2024-02-09
2023-09-30	$2,233,334	25,801	-61.2%	Shares	Defined	2023-11-09
2023-06-30	$5,528,474	66,552	+55.1%	Shares	Defined	2023-08-11
2023-03-31	$3,542,153	42,904	+34.1%	Shares	Defined	2023-05-12
2022-12-31	$2,314,693	31,993	+609.5%	Shares	Defined	2023-02-08
2022-09-30	$288,170	4,509	-92.1%	Shares	Defined	2022-11-10
2022-06-30	$3,139,970	57,080	+44.2%	Shares	Defined	2022-08-10
2022-06-30	$1,243,226	22,600	—	Call	Defined	2022-08-10
2022-03-31	$2,608,452	39,576	-27.9%	Shares	Defined	2022-05-16
2021-12-31	$4,358,409	54,878	-62.6%	Shares	Defined	2022-02-14
2021-09-30	$9,151,760	146,804	+193.6%	Shares	Defined	2021-11-15
2021-06-30	$3,287,091	50,009	+18.8%	Shares	Defined	2021-08-13
2021-03-31	$3,074,472	42,093	-29.2%	Shares	Defined	2021-05-12
2020-12-31	$3,621,267	59,443	+130.9%	Shares	Defined	2021-02-11
2020-09-30	$1,244,351	25,747	+622.2%	Shares	Defined	2020-11-12
2020-06-30	$148,909	3,565	-5.9%	Shares	Defined	2020-07-31
2020-03-31	$163,570	3,789	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.