Principal Financial Group
GTM icon

Principal Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Principal Financial Group’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.3M Buy
1,925,752
+672,605
+54% +$2.45M ﹤0.01% 1528
2026
Q2 		$3.67M Sell
1,253,147
-48,223
-4% -$217K ﹤0.01% 1739
2026
Q1 		$7.78M Buy
1,301,370
+711,508
+121% +$5.23M ﹤0.01% 1452
2025
Q4 		$6M Sell
589,862
-33,838
-5% -$348K ﹤0.01% 1546
2025
Q3 		$6.8M Buy
623,700
+32,705
+6% +$351K ﹤0.01% 1474
2025
Q2 		$5.98M Sell
590,995
-34,109
-5% -$316K ﹤0.01% 1499
2025
Q1 		$6.25M Buy
625,104
+1,087
+0.2% +$11.4K ﹤0.01% 1478
2024
Q4 		$6.56M Sell
624,017
-46,251
-7% -$494K ﹤0.01% 1495
2024
Q3 		$6.92M Sell
670,268
-278,128
-29% -$2.91M ﹤0.01% 1446
2024
Q2 		$12.1M Sell
948,396
-169,956
-15% -$2.38M 0.01% 1154
2024
Q1 		$17.9M Buy
1,118,352
+23,840
+2% +$388K 0.01% 988
2023
Q4 		$20.2M Sell
1,094,512
-38,996
-3% -$611K 0.01% 865
2023
Q3 		$18.6M Buy
1,133,508
+110,766
+11% +$2.26M 0.01% 844
2023
Q2 		$26M Buy
1,022,742
+991,025
+3,125% +$23.5M 0.02% 690
2023
Q1 		$784K Sell
31,717
-3,135
-9% -$80.5K ﹤0.01% 1890
2022
Q4 		$1.05M Buy
34,852
+3,175
+10% +$110K ﹤0.01% 1854
2022
Q3 		$1.32M Sell
31,677
-147,492
-82% -$6.26M ﹤0.01% 1793
2022
Q2 		$5.96M Buy
179,169
+431
+0.2% +$19K ﹤0.01% 1492
2022
Q1 		$10.7M Sell
178,738
-42,042
-19% -$2.26M 0.01% 1338
2021
Q4 		$14.2M Buy
220,780
+25,184
+13% +$1.69M 0.01% 1193
2021
Q3 		$12M Buy
195,596
+57,172
+41% +$3.42M 0.01% 1303
2021
Q2 		$7.22M Buy
+138,424
New +$6.51M ﹤0.01% 1576

Other funds holding GTM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group's GTM Position: Q3 2026 in Review

Principal Financial Group increased its ZoomInfo Technologies (GTM) stake by 54% in Q3 2026, buying an estimated $2.45M and bringing the position to 1,925,752 shares worth $7.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Principal Financial Group first reported a position in GTM in Q2 2021 and has held it in 22 quarters since. The position peaked at $26M in Q2 2023. 242 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Principal Financial Group held 1,925,752 shares of ZoomInfo Technologies worth $7.3M as of Q3 2026.
  • Principal Financial Group bought 672,605 ZoomInfo Technologies shares in Q3 2026, an estimated $2.45M.
  • ZoomInfo Technologies made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1528 holding.
  • Principal Financial Group first reported a position in ZoomInfo Technologies in Q2 2021 and has held it in 22 quarters since.
  • Principal Financial Group's ZoomInfo Technologies position peaked at $26M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.