UBS Group’s ZoomInfo Technologies GTM Stock Holding History

UBS 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
2025 Q3	–	Sell	-21,900	Closed	-$222K	–	11038
2025 Q2	$222K	Buy	+21,900	New	+$203K	﹤0.01%	6651
2024 Q3	–	Sell	-400,000	Closed	-$5.11M	–	10151
2024 Q2	$5.11M	Buy	400,000 +332,700	+494%	+$4.65M	﹤0.01%	2860
2024 Q1	$1.08M	Sell	67,300 -50,000	-43%	-$814K	﹤0.01%	4542
2023 Q4	$2.17M	Buy	+117,300	New	+$1.84M	﹤0.01%	3729
2022 Q4	–	Sell	-139,500	Closed	-$5.81M	–	11220
2022 Q3	$5.81M	Buy	139,500 +76,700	+122%	+$3.26M	﹤0.01%	2223
2022 Q2	$2.09M	Buy	+62,800	New	+$2.77M	﹤0.01%	3111
2020 Q4	–	Sell	-106,000	Closed	-$4.56M	–	8828
2020 Q3	$4.56M	Buy	+106,000	New	+$4.16M	﹤0.01%	2287

Other funds holding GTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RFM

RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group's GTM Position: Q1 2026 in Review

UBS Group reduced its ZoomInfo Technologies (GTM) stake by 12% in Q1 2026, selling an estimated $1.91M and leaving 1,844,291 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

UBS Group first reported a position in GTM in Q2 2020 and has held it in 24 quarters since. The position peaked at $58.3M in Q1 2025. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

UBS Group held 1,844,291 shares of ZoomInfo Technologies worth $11M as of Q1 2026.
UBS Group sold 259,594 ZoomInfo Technologies shares in Q1 2026, an estimated $1.91M.
ZoomInfo Technologies made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3220 holding.
UBS Group first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 24 quarters since.
UBS Group's ZoomInfo Technologies position peaked at $58.3M in Q1 2025.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.