Interactive Brokers Group Inc (IBKR) — Strategic Asset Allocation Index
Interactive Brokers Group Inc (IBKR) has a Strategic Asset Allocation Index of 113.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $24.04 Billion) total $24.04 Billion, measured against net assets of $21.26 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how resilient are Interactive Brokers Group Inc's assets to evaluate the company's liquid asset resilience ratio.
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 March 2026, the index stands at 113.1%, representing strategic assets of $24.04 Billion against net assets of $21.26 Billion USD. See financial agility of Interactive Brokers Group Inc to measure the company's free cash flow as a share of total liabilities.
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 IBKR market cap.
| 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 | — |