Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership508,401 shares
Latest Disclosed Value $ 34,098,455
Principal Financial Group Inc reports 0.86% decrease in ownership of IBKR / Interactive Brokers Group, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 508,401 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $34,098,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 512,794 shares of Interactive Brokers Group, Inc.. This represents a change in shares of -0.86% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 508,401 -4,393 -0.86 34,098 3.40 0.0182
2026-02-02 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 512,794 10,902 2.17 32,978 -4.51 0.0168
2025-11-04 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 501,892 -818,037 -61.98 34,535 -52.78 0.0174
2025-08-08 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,319,929 961,254 268.00 73,137 23.14 0.0387
2025-04-28 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 358,675 -2,956 -0.82 59,393 -7.04 0.0333
2025-01-31 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 361,631 -4,573 -1.25 63,889 25.19 0.0348
2024-10-31 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 366,204 -93,941 -20.42 51,034 -9.54 0.0281
2024-07-29 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 460,145 -99,756 -17.82 56,414 -9.81 0.0335
2024-04-29 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 559,901 78,852 16.39 62,547 56.84 0.0368
2024-02-07 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 481,049 -93,470 -16.27 39,879 -19.81 0.0254
2023-11-02 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 574,519 20,491 3.70 49,730 8.05 0.0357
2023-08-07 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 554,028 -23,239 -4.03 46,023 -3.43 0.0315
2023-05-09 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 577,267 79,715 16.02 47,659 32.40 0.0341
2023-02-09 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 497,552 97,674 24.43 35,998 40.86 0.0271
2022-11-09 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 399,878 54,966 15.94 25,556 34.69 0.0203
2022-08-10 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 344,912 329,318 2,111.83 18,974 1,745.72 0.0140
2022-05-09 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 15,594 -280,859 -94.74 1,028 -95.63 0.0004
2022-05-09 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 296,429 19,538
2022-02-09 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 296,453 -4,952 -1.64 23,544 25.31 0.0141
2021-11-09 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 301,405 20,288 7.22 18,789 1.68 0.0123
2021-08-10 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 281,117 3,919 1.41 18,478 -8.74 0.0119
2021-05-10 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 277,198 38,484 16.12 20,247 39.23 0.0143
2021-02-23 2020-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 238,714 4,784 2.05 14,542 28.62 0.0108
2021-02-08 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 238,714 4,784 14,542 5,721.0469
2020-11-06 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 233,930 -1,390 -0.59 11,306 15.03 0.0095
2020-08-05 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 235,320 8,488 3.74 9,829 0.38 0.0087
2020-05-12 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 226,832 -99,031 -30.39 9,792 -35.55 0.0108
2020-02-05 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 325,863 -125 -0.04 15,192 -13.35 0.0127
2019-11-13 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 325,988 1,128 0.35 17,532 -0.43 0.0155
2019-08-12 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 324,860 199 0.06 17,607 4.54 0.0158
2019-05-10 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 324,661 -7,157 -2.16 16,843 -7.11 0.0157
2019-02-14 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 331,818 -8,966 -2.63 18,133 -3.80 0.0193
2018-11-14 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 340,784 19,311 6.01 18,849 -8.97 0.0166
2018-08-13 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 321,473 9,505 3.05 20,706 -1.29 0.0190
2018-05-14 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 311,968 8,523 2.81 20,976 16.75 0.0202
2018-02-12 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 303,445 -235,506 -43.70 17,967 -25.98 0.0165
2017-11-02 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 538,951 21,826 4.22 24,274 25.44 0.0235
2017-08-08 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 517,125 386 0.07 19,351 7.86 0.0194
2017-05-11 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 516,739 18,180 3.65 17,941 -1.43 0.0216
2017-02-13 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 498,559 -6,315 -1.25 18,202 2.22 0.0231
2016-11-10 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 504,874 94,979 23.17 17,807 22.72 0.0235
2016-08-09 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 409,895 10,990 2.76 14,510 -7.49 0.0202
2016-05-10 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 398,905 3,745 0.95 15,685 -8.96 0.0228
2016-02-09 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 395,160 19,056 5.07 17,229 16.07 0.0256
2015-11-12 2015-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 376,104 19,875 5.58 14,844 0.26 0.0233
2015-11-09 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 376,104 14,844
2015-08-10 2015-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 356,229 -6,083 -1.68 14,805 20.11 0.0221
2015-05-14 2015-03-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 362,312 8,182 2.31 12,326 19.37 0.0184
2015-05-12 2015-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 362,312 12,326
2015-02-12 2014-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 354,130 10,584 3.08 10,326 20.48 0.0160
2014-11-13 2014-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 343,546 37,680 12.32 8,571 20.31 0.0145
2014-08-12 2014-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 305,866 5,033 1.67 7,124 9.28 0.0120
2014-05-13 2014-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 300,833 9,201 3.16 6,519 -8.16 0.0116
2014-02-12 2013-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 291,632 18,248 6.67 7,098 38.34 0.0132
2013-11-05 2013-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 273,384 57,708 26.76 5,131 48.98 0.0106
2013-08-12 2013-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 215,676 215,676 3,444 0.0076
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.