UBS Group’s ZTO Express ZTO Stock Holding History

UBS Group’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-90,000	Closed	-$1.6M	–	11041
2025 Q2	$1.6M	Hold	90,000	–	–	﹤0.01%	5033
2025 Q1	$1.79M	Sell	90,000 -6,000	-6%	-$117K	﹤0.01%	4807
2024 Q4	$1.88M	Buy	+96,000	New	+$2.11M	﹤0.01%	4775
2021 Q2	–	Sell	-200,000	Closed	-$5.83M	–	9896
2021 Q1	$5.83M	Buy	+200,000	New	+$6.53M	﹤0.01%	2446
2020 Q1	–	Sell	-150,000	Closed	-$3.5M	–	8494
2019 Q4	$3.5M	Hold	150,000	–	–	﹤0.01%	2954
2019 Q3	$3.2M	Buy	+150,000	New	+$3.02M	﹤0.01%	2820
2017 Q3	–	Sell	-41,750	Closed	-$583K	–	8045
2017 Q2	$583K	Buy	+41,750	New	+$577K	﹤0.01%	4016

Other funds holding ZTO

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's ZTO Position: Q1 2026 in Review

UBS Group reduced its ZTO Express (ZTO) stake by 68% in Q1 2026, selling an estimated $34.1M and leaving 669,845 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

UBS Group first reported a position in ZTO in Q4 2016 and has held it in 38 quarters since. The position peaked at $142M in Q4 2024. 178 funds tracked by Wall St. Rank hold ZTO as of Q1 2026.

UBS Group held 669,845 shares of ZTO Express worth $16.9M as of Q1 2026.
UBS Group sold 1,454,354 ZTO Express shares in Q1 2026, an estimated $34.1M.
ZTO Express made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2790 holding.
UBS Group first reported a position in ZTO Express in Q4 2016 and has held it in 38 quarters since.
UBS Group's ZTO Express position peaked at $142M in Q4 2024.
178 funds tracked by Wall St. Rank held ZTO Express as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.