UBS Group
GTM

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
2026
Q1 		– Sell
-351,000
Closed -$3.57M – 11280
2025
Q4 		$3.57M Buy
+351,000
New +$3.61M ﹤0.01% 4369
2025
Q2 		– Sell
-2,198,600
Closed -$22M – 10920
2025
Q1 		$22M Buy
2,198,600
+2,010,500
+1,069% +$21.1M ﹤0.01% 2221
2024
Q4 		$1.98M Buy
188,100
+93,700
+99% +$1M ﹤0.01% 4727
2024
Q3 		$974K Buy
+94,400
New +$988K ﹤0.01% 4679
2020
Q4 		– Sell
-200
Closed -$9K – 8829
2020
Q3 		$9K Buy
+200
New +$7.84K ﹤0.01% 6958

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 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.