UBS AM
GTM

UBS AM’s ZoomInfo Technologies GTM Stock Holding History

UBS AM’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
Q2 		$1.95M Sell
665,442
-144,427
-18% -$649K ﹤0.01% 2054
2026
Q1 		$4.84M Sell
809,869
-2,260
-0.3% -$16.6K ﹤0.01% 1568
2025
Q4 		$8.26M Sell
812,129
-23,302
-3% -$240K ﹤0.01% 1209
2025
Q3 		$9.11M Sell
835,431
-445,667
-35% -$4.78M ﹤0.01% 1100
2025
Q2 		$13M Buy
1,281,098
+318,787
+33% +$2.95M ﹤0.01% 1233
2025
Q1 		$9.62M Buy
962,311
+25,710
+3% +$270K ﹤0.01% 1246
2024
Q4 		$9.84M Buy
936,601
+139,629
+18% +$1.49M ﹤0.01% 1253
2024
Q3 		$8.22M Sell
796,972
-3,658
-0.5% -$38.3K ﹤0.01% 1318
2024
Q2 		$10.2M Buy
800,630
+282,520
+55% +$3.95M ﹤0.01% 1121
2024
Q1 		$8.31M Sell
518,110
-174,318
-25% -$2.84M ﹤0.01% 1063
2023
Q4 		$12.8M Sell
692,428
-897,102
-56% -$14.1M 0.01% 909
2023
Q3 		$26.1M Buy
1,589,530
+74,505
+5% +$1.52M 0.01% 708
2023
Q2 		$37.4M Hold
1,515,025
– – 0.02% 626
2023
Q1 		$37.4M Sell
1,515,025
-1,746,188
-54% -$44.8M 0.02% 626
2022
Q4 		$98.2M Sell
3,261,213
-600,484
-16% -$20.7M 0.05% 383
2022
Q3 		$161M Sell
3,861,697
-543,577
-12% -$23.1M 0.09% 245
2022
Q2 		$146M Buy
4,405,274
+1,050,243
+31% +$46.3M 0.08% 279
2022
Q1 		$200M Sell
3,355,031
-117,039
-3% -$6.28M 0.09% 253
2021
Q4 		$223M Buy
3,472,070
+3,271,513
+1,631% +$219M 0.09% 256
2021
Q3 		$12.3M Buy
200,557
+111,480
+125% +$6.67M 0.01% 1015
2021
Q2 		$4.65M Buy
89,077
+14,830
+20% +$697K ﹤0.01% 1408
2021
Q1 		$3.63M Buy
74,247
+11,214
+18% +$563K ﹤0.01% 1489
2020
Q4 		$3.04M Buy
63,033
+47,569
+308% +$2.05M ﹤0.01% 1516
2020
Q3 		$665K Hold
15,464
– – ﹤0.01% 2007
2020
Q2 		$789K Buy
+15,464
New +$739K ﹤0.01% 1901

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM's GTM Position: Q2 2026 in Review

UBS AM reduced its ZoomInfo Technologies (GTM) stake by 18% in Q2 2026, selling an estimated $649K and leaving 665,442 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

UBS AM first reported a position in GTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $223M in Q4 2021. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • UBS AM held 665,442 shares of ZoomInfo Technologies worth $1.95M as of Q2 2026.
  • UBS AM sold 144,427 ZoomInfo Technologies shares in Q2 2026, an estimated $649K.
  • ZoomInfo Technologies made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2054 holding.
  • UBS AM first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's ZoomInfo Technologies position peaked at $223M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.