UBS Group
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UBS Group’s Zeta Global ZETA Stock Holding History

UBS Group’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-249,400
Closed -$5.08M – 11278
2025
Q4 		$5.08M Buy
249,400
+124,700
+100% +$2.33M ﹤0.01% 4012
2025
Q3 		$2.48M Hold
124,700
– – ﹤0.01% 4758
2025
Q2 		$1.93M Hold
124,700
– – ﹤0.01% 4857
2025
Q1 		$1.69M Hold
124,700
– – ﹤0.01% 4849
2024
Q4 		$2.24M Buy
124,700
+35,000
+39% +$884K ﹤0.01% 4614
2024
Q3 		$2.68M Buy
+89,700
New +$2.11M ﹤0.01% 3708

Other funds holding ZETA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

UBS Group's ZETA Position: Q3 2026 in Review

UBS Group increased its Zeta Global (ZETA) stake by 177% in Q3 2026, buying an estimated $68.8M and bringing the position to 4,061,586 shares worth $128M. The position accounts for 0.02% of the portfolio, ranked #928.

UBS Group first reported a position in ZETA in Q2 2021 and has held it in 21 quarters since. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • UBS Group held 4,061,586 shares of Zeta Global worth $128M as of Q3 2026.
  • UBS Group bought 2,592,734 Zeta Global shares in Q3 2026, an estimated $68.8M.
  • Zeta Global made up 0.02% of UBS Group's portfolio in Q3 2026, its #928 holding.
  • UBS Group first reported a position in Zeta Global in Q2 2021 and has held it in 21 quarters since.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.