UBS · IBKR Holdings Trend
Interactive Brokers · SEC 13F
UBS Holdings of IBKR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 233K | $26M | — |
| 2024Q2 | 503K | $62M | +137.5% |
| 2024Q3 | 569K | $79M | +28.5% |
| 2024Q4 | 686K | $121M | +52.8% |
| 2025Q1 | 791K | $131M | +8.1% |
| 2025Q2 | 4.0M | $223M | +70.0% |
| 2025Q3 | 3.1M | $215M | -3.4% |
| 2025Q4 | 4.4M | $284M | +31.8% |
| 2026Q1 | 4.4M | $294M | +3.8% |
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Data source: SEC EDGAR Form 13F