Interactive Brokers Group Inc (IBKR) — Strategic Asset Allocation Index
Interactive Brokers Group Inc (IBKR) has a Strategic Asset Allocation Index of 115.2% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $23.58 Billion) total $23.58 Billion, measured against net assets of $20.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
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 December 2025, the index stands at 115.2%, representing strategic assets of $23.58 Billion against net assets of $20.47 Billion USD. Explore Interactive Brokers Group Inc cash conversion from operations to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see Interactive Brokers Group Inc (IBKR) market capitalisation.
| 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 | — |