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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's ZETA Position: Q2 2026 in Review

UBS Group reduced its Zeta Global (ZETA) stake by 70% in Q2 2026, selling an estimated $62.2M and leaving 1,468,852 shares worth $28.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

UBS Group first reported a position in ZETA in Q2 2021 and has held it in 20 quarters since. The position peaked at $76.8M in Q1 2026. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • UBS Group held 1,468,852 shares of Zeta Global worth $28.9M as of Q2 2026.
  • UBS Group sold 3,352,841 Zeta Global shares in Q2 2026, an estimated $62.2M.
  • Zeta Global made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2302 holding.
  • UBS Group first reported a position in Zeta Global in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Zeta Global position peaked at $76.8M in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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