Last refreshed: September 4, 2026 (US ET)
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IBKR

Growth

INTERACTIVE BROKERS GROUP A

Financials·Investment Banking & BrokerageYield: Low (<1%)

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors.

Close · 3M

+18.53%

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+18.53%

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Held by 1 AI ETF

AMOM1.360%

as of Sep 2

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals2
Win rate100% (2/2)
Avg buy return+9.02%
AMOMnow 1.360% of fund1 signal

AMOM · New entry · 1d

weight 0 → 1.360% (new)·stock up 6.8% in the 30 days before

Sep 2·entry $89.12·now $92.95Drifting

+4.30%
since Sep 2
AIEQno longer held2 signals

AIEQ · Exit · 1d

weight 0.220% → 0 (exited)·stock up 12.9% in the 30 days before

May 30·entry $88.69·now $92.95

+4.80%
since May 30

AIEQ · New entry · 1d

weight 0 → 0.230% (new)·stock up 18.5% in the 30 days before

May 3·entry $81.72·now $92.95Chased

+13.74%
since May 3

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 4

The AI ETF AIEQ has recently entered a position in Interactive Brokers, indicating a positive outlook or perceived value at current prices. This action contrasts with a Buffett-style framework analysis, which concludes a "Fail" due to concerns about financial data completeness and an absence of a margin of safety.

  • Circle of CompetenceInteractive Brokers operates in a well-established industry where the underlying unit economics of transaction fees and interest income are generally stable and predictable enough to project over ten years.
  • Economic MoatThe company benefits from a scale-driven cost advantage, offering low commissions, and has moderate switching costs for its active trader and institutional clientele who utilize its sophisticated platform.
  • ManagementThe provided financial snapshot offers no information to assess management's candor, capital allocation discipline, or skin in the game.
  • Financial HealthCritical financial health indicators such as 10-year average ROE, consistent operating margins, manageable debt, and owner earnings cannot be verified from the limited data provided, preventing a passing assessment of financial strength.
  • Margin of SafetyWith a P/E of 131.49 and P/B of 20.34, the company appears to be trading at a premium valuation, making it highly unlikely to offer a defensible margin of safety at its current price.

While Interactive Brokers' business model appears within the circle of competence and possesses identifiable economic moats, a thorough financial assessment and valuation are hindered by insufficient data. The high valuation multiples observed suggest no margin of safety, leading to an overall "Fail" verdict for the company under this framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.