Interactive Brokers Group Inc Clas (IBKR)
IBKR · Financials · 
United States
Interactive Brokers Group Inc Clas (IBKR) is a US company in the Financials sector. The stock has its largest weight in SXR8 (S&P 500), at 0.05%. Anyone who holds an ETF containing Interactive Brokers Group Inc Clas also has an indirect stake in the company.
Data and Charts: Interactive Brokers Group Inc Clas
Key Data for Interactive Brokers Group Inc Clas
Interactive Brokers Group Inc Clas Stock Price Chart
The Interactive Brokers Group Inc Clas chart shows daily closing prices and is set to the current year by default. The stock is up 19.6% year to date and up 12.2% over twelve months. The last recorded close on October 30, 2026, was $76.90, at 43% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Interactive Brokers Group Inc Clas Stock Performance
| Year to date | +19.6% | 1 year | +12.2% |
|---|---|---|---|
| 1 month | -10.0% | 3 months | -12.6% |
| Calendar year 2025 | +45.6% |
Measured in euros, Interactive Brokers Group Inc Clas is up 25.8% year to date and up 16.0% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Interactive Brokers Group Inc Clas
What ETF Is Interactive Brokers Group Inc Clas In?
Interactive Brokers Group Inc Clas has below-average ETF coverage and is held by 3 of the 104 ETFs we track, which together follow 3 indices. That puts the stock in more ETFs than 22.5% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| SXR8 | S&P 500 | 0.05% | €0.50 |
| EUNL | MSCI World | 0.04% | €0.40 |
| IUSQ | MSCI ACWI | 0.03% | €0.30 |
The last column shows how much of €1,000 in one of these funds goes to Interactive Brokers Group Inc Clas, based on each fund's latest holdings list.
Interactive Brokers Group Inc Clas Weight in iShares Core MSCI World (EUNL) Since 2025
In iShares Core MSCI World (EUNL), Interactive Brokers Group Inc Clas had a weight of 0.03% on Mar 31, 2025 and 0.04% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.04% on Sep 30, 2025. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Interactive Brokers Group Inc Clas overlaps with the rest of a portfolio.
What Interactive Brokers Group Inc Clas Executives and Directors Traded Recently
| Date | Person | Type | Shares | Price |
|---|---|---|---|---|
| Oct 28, 2026 | Harris Lawrence E Director | Sell | 25,000 | $82.61 |
| Oct 1, 2026 | Conkling Lori A Director | Buy | 25 | $85.42 |
The table shows open-market purchases and sales reported over the past 90 days. Directors, officers and shareholders owning more than ten percent must report such transactions within two trading days. Awards and option exercises are excluded.
“Plan” means the transaction follows a schedule set up in advance under Rule 10b5-1. Sales consistently outnumber purchases in these filings because a large part of executive pay is granted in shares. For comparison: over the period covered, executives and directors reported sales at 271 of 350 tracked companies and purchases at 32.
Stocks With ETF Exposure Similar to Interactive Brokers Group Inc Clas
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Interactive Brokers Group Inc Clas | – | – | +12.2% | 41.3% | 40.3% | +23.4% |
 Arthur J Gallagher | 3 | – | +5.4% | 27.5% | 10.7% | +20.7% |
| Ameriprise Finance | 3 | – | +8.1% | 27.1% | 18.8% | +5.5% |
 Marsh | 3 | – | +12.3% | 22.7% | 15.4% | +10.3% |
 Wells Fargo | 3 | – | -3.0% | 29.2% | – | – |
 WR Berkley | 3 | – | +3.2% | 22.0% | 12.1% | +7.8% |
 Expeditors International | 3 | – | +65.4% | 27.7% | 7.3% | +4.4% |
 Illinois Tool | 3 | – | +14.3% | 21.2% | 19.1% | +0.9% |
 Eli Lilly | 3 | – | +67.9% | 38.0% | 31.7% | +44.7% |
These stocks reach a portfolio through largely the same funds as Interactive Brokers Group Inc Clas. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Interactive Brokers Group Inc Clas
Interactive Brokers Group Inc Clas Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 1.6 | 0.6 | 38.5% |
| FY ended Dec 2024 | 2.0 | 0.8 | 38.2% |
| FY ended Dec 2025 | 2.4 | 1.0 | 40.3% |
Technical Analysis: Interactive Brokers Group Inc Clas
Interactive Brokers Group Inc Clas Risk Metrics
The close on Oct 30, 2026, was 21.7% below the highest close since Aug 12, 2024. That high was reached on Aug 25, 2026. When the S&P 500 rose or fell 1%, Interactive Brokers Group Inc Clas moved 2.11% on average in the same direction (past 252 trading days). The correlation of 0.68 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Interactive Brokers Group Inc Clas, but far from all.
What Interactive Brokers Group Inc Clas Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Goldman Sachs Group Inc. | +0.71 | |
| Morgan Stanley | +0.71 | |
| Robinhood Markets Inc. Class A | +0.65 | |
| MSCI ACWI | +0.64 | |
| Coinbase Global Inc (Pre-Reincorpoartion) | +0.64 | |
| Invesco Ltd. | +0.62 | |
| Altria Group Inc. | -0.47 | |
| RLUSD | -0.42 | |
| Philip Morris International Inc. | -0.41 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
