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Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings

Shares (Q2 2026)
3,406,122
Value
$296.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBKR by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,406,122$296.5M<0.1%+1,142,770+50.5%AddedHolders
Q1 20262,263,352$151.8M<0.1%−149,759−6.2%ReducedHolders
Q4 20252,413,111$155.2M<0.1%+1,075,486+80.4%AddedHolders
Q3 20251,337,625$92.0M<0.1%−661,034−33.1%ReducedHolders
Q2 20251,998,659$110.7M<0.1%+533,779+36.4%AddedConverted for a 4-for-1 splitHolders
Q1 2025366,220$60.6M<0.1%−12,676−3.3%ReducedHolders
Q4 2024378,896$66.9M<0.1%+72,110+23.5%AddedHolders
Q3 2024306,786$42.8M<0.1%+90,283+41.7%AddedHolders
Q2 2024216,503$26.5M<0.1%+148,851+220.0%AddedHolders
Q1 202467,652$7.56M<0.1%−5,823−7.9%ReducedHolders
Q4 202373,475$6.09M<0.1%+47,674+184.8%AddedHolders
Q3 202325,801$2.23M<0.1%−40,751−61.2%ReducedHolders
Q2 202366,552$5.53M<0.1%+23,648+55.1%AddedHolders
Q1 202342,904$3.54M<0.1%+10,911+34.1%AddedHolders
Q4 202231,993$2.31M<0.1%+27,484+609.5%AddedHolders
Q3 20224,509$288.0K<0.1%−52,571−92.1%ReducedHolders
Q2 202257,080$3.14M<0.1%+17,504+44.2%AddedHolders
Q1 202239,576$2.61M<0.1%−15,302−27.9%ReducedHolders
Q4 202154,878$4.36M<0.1%−91,926−62.6%ReducedHolders
Q3 2021146,804$9.15M<0.1%+96,795+193.6%AddedHolders
Q2 202150,009$3.29M<0.1%+7,916+18.8%AddedHolders
Q1 202142,093$3.08M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.