UBS Group
ZM icon

UBS Group’s Zoom ZM Stock Holding History

UBS Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.1M Sell
629,600
-124,000
-16% -$11.8M 0.01% 1575
2026
Q2 		$65M Buy
753,600
+17,700
+2% +$1.67M 0.01% 1494
2026
Q1 		$59.2M Sell
735,900
-1,204,800
-62% -$101M 0.01% 1475
2025
Q4 		$167M Buy
1,940,700
+231,000
+14% +$19.4M 0.03% 669
2025
Q3 		$141M Buy
1,709,700
+262,200
+18% +$20.5M 0.02% 790
2025
Q2 		$113M Sell
1,447,500
-445,800
-24% -$34.5M 0.02% 876
2025
Q1 		$140M Buy
1,893,300
+346,000
+22% +$27.6M 0.03% 700
2024
Q4 		$126M Buy
1,547,300
+277,300
+22% +$21.8M 0.02% 765
2024
Q3 		$88.6M Buy
1,270,000
+716,600
+129% +$44.8M 0.02% 793
2024
Q2 		$32.8M Buy
553,400
+406,800
+277% +$25M 0.01% 1322
2024
Q1 		$9.6M Buy
146,600
+112,700
+332% +$7.51M ﹤0.01% 2308
2023
Q4 		$2.44M Buy
33,900
+3,900
+13% +$258K ﹤0.01% 3594
2023
Q3 		$2.1M Hold
30,000
– – ﹤0.01% 3399
2023
Q2 		$2.04M Sell
30,000
-100,000
-77% -$6.69M ﹤0.01% 3502
2023
Q1 		$9.6M Sell
130,000
-180,200
-58% -$13M ﹤0.01% 1919
2022
Q4 		$21M Buy
310,200
+93,900
+43% +$7.13M 0.01% 1373
2022
Q3 		$15.9M Sell
216,300
-237,200
-52% -$22.6M 0.01% 1430
2022
Q2 		$49M Sell
453,500
-436,500
-49% -$46M 0.02% 744
2022
Q1 		$104M Sell
890,000
-556,800
-38% -$75.7M 0.03% 511
2021
Q4 		$266M Buy
1,446,800
+437,540
+43% +$103M 0.08% 266
2021
Q3 		$264M Buy
1,009,260
+191,000
+23% +$64.4M 0.08% 238
2021
Q2 		$317M Sell
818,260
-223,000
-21% -$74.3M 0.1% 198
2021
Q1 		$335M Buy
1,041,260
+975,960
+1,495% +$359M 0.11% 190
2020
Q4 		$22M Buy
65,300
+15,000
+30% +$6.69M 0.01% 1287
2020
Q3 		$23.6M Sell
50,300
-135,300
-73% -$43.3M 0.01% 1062
2020
Q2 		$47.1M Buy
185,600
+71,600
+63% +$12.9M 0.02% 644
2020
Q1 		$16.7M Buy
+114,000
New +$11.2M 0.01% 1077

Other funds holding ZM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group's ZM Position: Q3 2026 in Review

UBS Group reduced its Zoom (ZM) stake by 43% in Q3 2026, selling an estimated $68.8M and leaving 959,653 shares worth $87.1M. The position accounts for 0.01% of the portfolio, ranked #1200.

UBS Group first reported a position in ZM in Q2 2019 and has held it in 30 quarters since. The position peaked at $191M in Q4 2025. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • UBS Group held 959,653 shares of Zoom worth $87.1M as of Q3 2026.
  • UBS Group sold 722,135 Zoom shares in Q3 2026, an estimated $68.8M.
  • Zoom made up 0.01% of UBS Group's portfolio in Q3 2026, its #1200 holding.
  • UBS Group first reported a position in Zoom in Q2 2019 and has held it in 30 quarters since.
  • UBS Group's Zoom position peaked at $191M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

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