UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 861177
NEW YORK, NY
Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$142,567,474
+$14,058,928 QoQ
Shares Held
2,125,652
+6.4% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.85967035055597.ToString("F0")%
Shared 0.ToString("F0")%
None 54.14032964944403.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $6,078,827,487 across 38 Capital Markets names. IBKR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,539,185 | $2,148,125,112 | |
| 2 | MS |
Morgan Stanley
|
11,017,848 | $1,813,207,239 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,875,673 | $1,116,075,743 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,951,727 | $273,854,677 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
591,666 | $177,990,878 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,125,652 | $142,567,474 | |
| 7 | TW |
Tradeweb Markets Inc.
|
695,079 | $81,782,990 | |
| 8 | XP |
XP Inc.
|
2,942,485 | $56,024,911 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,567,474 | 2,125,652 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $128,508,546 | 1,998,267 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $123,221,019 | 1,790,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $111,991,529 | 2,021,143 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,592,691 | 424,970 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $13,552,970 | 306,854 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,135,045 | 262,200 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,795,015 | 286,950 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,608,091 | 165,002 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,487,268 | 168,264 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,668,604 | 169,529 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,631,966 | 126,735 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,615,808 | 126,735 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,299,353 | 127,124 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,792,832 | 112,210 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,785,690 | 129,845 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,186,363 | 132,688 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,430,785 | 122,427 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,983,950 | 127,299 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,075,897 | 126,329 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,021,123 | 110,686 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,986,261 | 130,418 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,259,755 | 104,263 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $937,649 | 89,792 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,085,842 | 100,611 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||