Swiss Life Asset Management Ltd
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1637689
Zurich, V8
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,668,303
+$1,243,173 QoQ
Shares Held
53,634
+5.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 1,112 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $317,989,832 across 31 Capital Markets names. IBKR ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
781,093 | $163,279,680 | |
| 2 | GS |
Goldman Sachs Group Inc
|
70,666 | $71,469,472 | |
| 3 | SCHW |
Schwab Charles Corp
|
357,255 | $32,963,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
232,508 | $23,315,902 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22,931 | $6,459,203 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
53,634 | $4,668,303 | |
| 7 | IREN |
IREN Ltd
|
43,621 | $1,994,788 | |
| 8 | TW |
Tradeweb Markets Inc.
|
18,740 | $1,867,628 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,668,303 | 53,634 | Shares | Sole | 2026-07-29 | |
| 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 | $1,068,055 | 6,450 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $279,315 | 1,581 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||