Interactive Brokers Group Inc (IBKR) — Strategic Asset Allocation Index
Interactive Brokers Group Inc (IBKR) has a Strategic Asset Allocation Index of 120.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $26.79 Billion) total $26.79 Billion, measured against net assets of $22.25 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see Interactive Brokers Group Inc market cap and net worth.
SAAI
Strategic Assets
PP&E
Net Assets
Interactive Brokers Group Inc Strategic Asset Allocation Index (2005–2025)
This chart shows how Interactive Brokers Group Inc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2005 to 2025. As of June 2026, the index stands at 120.4%, representing strategic assets of $26.79 Billion against net assets of $22.25 Billion USD. See Interactive Brokers Group Inc balance sheet quality to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Interactive Brokers Group Inc (2005–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Interactive Brokers Group Inc from 2005 to 2025, covering 20 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. Also explore Interactive Brokers Group Inc equity growth rate to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 115.2% | $23.58 Billion | $- | $23.58 Billion | $20.47 Billion | ▲ +32.1 pp |
| 2024 | 83.1% | $13.79 Billion | $- | $13.79 Billion | $16.60 Billion | ▼ -7.6 pp |
| 2023 | 90.7% | $12.76 Billion | $- | $12.76 Billion | $14.07 Billion | ▲ +43.8 pp |
| 2022 | 46.9% | $5.45 Billion | $212.00 Million | $5.23 Billion | $11.62 Billion | ▼ -42.6 pp |
| 2021 | 89.5% | $9.15 Billion | $186.00 Million | $8.96 Billion | $10.22 Billion | ▲ +80.7 pp |
| 2020 | 8.9% | $798.00 Million | $168.00 Million | $630.00 Million | $9.00 Billion | ▼ -17.5 pp |
| 2019 | 26.4% | $2.10 Billion | $180.00 Million | $1.92 Billion | $7.94 Billion | ▼ -3.5 pp |
| 2018 | 29.9% | $2.14 Billion | $20.00 Million | $2.12 Billion | $7.16 Billion | ▼ -19.4 pp |
| 2017 | 49.2% | $3.17 Billion | $14.00 Million | $3.15 Billion | $6.43 Billion | ▼ -20.3 pp |
| 2016 | 69.6% | $4.05 Billion | $13.00 Million | $4.04 Billion | $5.82 Billion | ▲ +5.0 pp |
| 2015 | 64.6% | $3.45 Billion | $34.00 Million | $3.42 Billion | $5.34 Billion | ▼ -11.9 pp |
| 2014 | 76.5% | $3.97 Billion | $32.00 Million | $3.93 Billion | $5.18 Billion | ▲ +75.9 pp |
| 2013 | 0.6% | $32.24 Million | $32.24 Million | $- | $5.09 Billion | ▼ -94.5 pp |
| 2012 | 95.1% | $4.58 Billion | $34.67 Million | $4.54 Billion | $4.81 Billion | ▼ -78.7 pp |
| 2010 | 173.8% | $7.46 Billion | $41.09 Million | $7.42 Billion | $4.29 Billion | ▲ +173.0 pp |
| 2009 | 0.9% | $41.69 Million | $41.69 Million | $- | $4.88 Billion | ▼ -0.1 pp |
| 2008 | 1.0% | $44.27 Million | $44.27 Million | $- | $4.41 Billion | ▲ +0.0 pp |
| 2007 | 1.0% | $35.47 Million | $35.47 Million | $- | $3.57 Billion | ▲ +0.2 pp |
| 2006 | 0.8% | $21.48 Million | $21.48 Million | $- | $2.80 Billion | ▼ -0.2 pp |
| 2005 | 1.0% | $20.69 Million | $20.69 Million | $- | $2.17 Billion | — |