UBS Group
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UBS Group’s Interactive Brokers IBKR Stock Holding History

UBS Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Sell
197,426
-48,494
-20% -$4.04M ﹤0.01% 2850
2026
Q1 		$16.5M Buy
245,920
+35,920
+17% +$2.56M ﹤0.01% 2809
2025
Q4 		$13.5M Buy
210,000
+18,700
+10% +$1.25M ﹤0.01% 2976
2025
Q3 		$13.2M Buy
191,300
+43,300
+29% +$2.72M ﹤0.01% 3000
2025
Q2 		$8.2M Buy
148,000
+8,000
+6% +$380K ﹤0.01% 3309
2025
Q1 		$5.8M Buy
140,000
+40,000
+40% +$1.98M ﹤0.01% 3634
2024
Q4 		$4.42M Buy
+100,000
New +$4.21M ﹤0.01% 3967
2022
Q3 		– Sell
-90,400
Closed -$1.24M – 10597
2022
Q2 		$1.24M Buy
+90,400
New +$1.34M ﹤0.01% 3551

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group's IBKR Position: Q2 2026 in Review

UBS Group increased its Interactive Brokers (IBKR) stake by 50% in Q2 2026, buying an estimated $95.1M and bringing the position to 3,406,122 shares worth $296M. The position accounts for 0.04% of the portfolio, ranked #474.

UBS Group first reported a position in IBKR in Q4 2014 and has held it in 47 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • UBS Group held 3,406,122 shares of Interactive Brokers worth $296M as of Q2 2026.
  • UBS Group bought 1,142,770 Interactive Brokers shares in Q2 2026, an estimated $95.1M.
  • Interactive Brokers made up 0.04% of UBS Group's portfolio in Q2 2026, its #474 holding.
  • UBS Group first reported a position in Interactive Brokers in Q4 2014 and has held it in 47 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.