Swiss Life Asset Management Ltd
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1637689
Zurich, V8
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,425,130
+$873,953 QoQ
Shares Held
51,068
+28.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $276,072,143 across 31 Capital Markets names. IBKR ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
804,732 | $132,434,744 | |
| 2 | SCHW |
Schwab Charles Corp
|
623,162 | $58,564,764 | |
| 3 | GS |
Goldman Sachs Group Inc
|
55,098 | $46,612,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
225,452 | $15,623,823 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14,113 | $4,245,613 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
51,068 | $3,425,130 | |
| 7 | FUTU |
Futu Holdings Ltd
|
19,637 | $2,685,556 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
118,816 | $2,192,155 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,425,130 | 51,068 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,551,177 | 39,670 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,841,026 | 41,288 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $2,133,727 | 38,508 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $267,013 | 6,450 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $69,828 | 1,581 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||