Interactive Brokers Group Inc. Class A (IBKR)

IBKR · Financials · United States

Interactive Brokers Group Inc. Class A (IBKR) is a company in the Financials sector, based in United States. The stock is held in 19 ETFs we track – with its largest weight of 0.48 % in XUFI (msci-usa-financials). Anyone holding one of these ETFs also owns a small indirect stake in Interactive Brokers Group.

Above-average ETF coverage: 19 of the 95 ETFs we cover hold Interactive Brokers Group, spread across 8 indices. That puts the stock in more ETFs than 80.8 % of the 4,334 stocks we cover.

Held in19 ETFs

Highest weight0.48 %

Indices8

SectorFinancials

CountryUnited States

ISINUS45841N1072

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+34.9 %	1 year	+38.8 %
1 month	-8.0 %	3 months	-8.8 %
Calendar year 2025	+45.6 %

52W

Data note 3

Measured in euros, Interactive Brokers Group returned +37.4 % year to date and +42.1 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-38.7 %

Volatility p.a.41.5 %

Data note 5

Below peak-11.7 %

Beta to S&P 5002.00

Correlation to S&P 5000.65

The close on Sep 16, 2026 was 11.7 % below the highest close since Aug 12, 2024, reached on Aug 25, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Interactive Brokers Group moved on average 2.00 % in the same direction. The correlation of 0.65 shows how reliable that average is: the broad market explained part of the daily moves, but far from all.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Goldman Sachs Group Inc.	+0.66
Morgan Stanley	+0.65
Robinhood Markets Inc. Class A	+0.63
Coinbase Global Inc. Class A	+0.59
MSCI Japan	+0.58
SoFi Technologies Inc	+0.57
Altria Group Inc.	-0.52
Consolidated Edison Inc.	-0.48
Duke Energy Corporation	-0.46

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue2.4 bn $

Diluted EPS2.22 $

Equity ratio2.6 %

Revenue growth+23.4 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	1.6	–	–
FY2024	2.0	–	–
FY2025	2.4	–	–

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUFI / XUFN	msci-usa-financials	0.48 %	€4.80
XDWF	msci-world-financials	0.25 %	€2.50
WFIN	msci-world-financials	0.24 %	€2.40
SPYL / SPY5	sp500	0.06 %	€0.60
SXR8	sp500	0.06 %	€0.60
XD9U / XD9D	msci-usa	0.06 %	€0.60
SWWD	msci-world	0.04 %	€0.40
WIMI	msci-world-imi	0.04 %	€0.40
SPYY	msci-acwi	0.04 %	€0.40
EUNL	msci-world	0.04 %	€0.40
SPPW	msci-world	0.04 %	€0.40
XDWD / XDWL	msci-world	0.04 %	€0.40
IUSQ	msci-acwi	0.03 %	€0.30
SPYI / SPSA	msci-acwi-imi	0.01 %	€0.10

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Interactive Brokers Group as of the fund's latest holdings list.

How much Interactive Brokers Group Inc. Class A overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Interactive Brokers Group — the figure counts the ETFs holding both.

Data note 10

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Interactive Brokers Group	+38.8 %	41.5 %	–	+23.4 %
Apollo Global Management Inc	-11.1 %	39.3 %	10.6 %	+22.7 %
Ares Management Corporation	-30.5 %	41.4 %	7.6 %	+44.2 %
Bank of America Corp	+14.3 %	24.9 %	27.0 %	+6.8 %
Cincinnati Financial Corporation	+11.4 %	22.9 %	18.9 %	+11.4 %
Coinbase Global	-49.8 %	78.3 %	18.1 %	+9.4 %
Corpay	+31.3 %	35.6 %	23.6 %	+13.9 %
Fifth Third Bancorp	+16.5 %	26.9 %	–	–
Robinhood Markets	-11.0 %	73.2 %	42.1 %	+51.6 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.