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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's GTM Position: Q2 2026 in Review

UBS Group increased its ZoomInfo Technologies (GTM) stake by 23% in Q2 2026, buying an estimated $1.93M and bringing the position to 2,273,890 shares worth $6.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3875.

UBS Group first reported a position in GTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $58.3M in Q1 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

UBS Group held 2,273,890 shares of ZoomInfo Technologies worth $6.66M as of Q2 2026.
UBS Group bought 429,599 ZoomInfo Technologies shares in Q2 2026, an estimated $1.93M.
ZoomInfo Technologies made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3875 holding.
UBS Group first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 25 quarters since.
UBS Group's ZoomInfo Technologies position peaked at $58.3M in Q1 2025.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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