UBS Group
IBKR icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's IBKR Position: Q1 2026 in Review

UBS Group reduced its Interactive Brokers (IBKR) stake by 6.2% in Q1 2026, selling an estimated $10.7M and leaving 2,263,352 shares worth $152M. The position accounts for 0.02% of the portfolio, ranked #764.

UBS Group first reported a position in IBKR in Q4 2014 and has held it in 46 quarters since. The position peaked at $155M in Q4 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • UBS Group held 2,263,352 shares of Interactive Brokers worth $152M as of Q1 2026.
  • UBS Group sold 149,759 Interactive Brokers shares in Q1 2026, an estimated $10.7M.
  • Interactive Brokers made up 0.02% of UBS Group's portfolio in Q1 2026, its #764 holding.
  • UBS Group first reported a position in Interactive Brokers in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Interactive Brokers position peaked at $155M in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.