Jeffrey Ubben Portfolio

ValueAct Holdings

Jeffrey W. Ubben a philanthropist and hedge fund manager from San Francisco is the co-founder of ValueAct Capital. He serves on Exxon Mobil's board. In 1987, he received a master's degree in business from Northwestern University’s Kellogg School of Management. Mr. Ubben has left his position as president of ValueAct Capital in order to focus solely on social investments in 2020.
Jeffrey Ubben's investment portfolio showcases a strategic diversity with Salesforce Inc. leading at 20.1%. As a significant part of his stock investments, Salesforce represents Ubben's confidence in the cloud computing sector. Following closely, Insight Enterprises Inc., with a notable allocation of 15.7%, indicates Ubben’s inclination towards the IT services and solution provider market. With 11.2% invested in KKR & Co. Inc, he demonstrates a preference for companies within the finance and investment industry, revealing trust in private equity and alternative asset management firms.
Ubben also holds stocks in entertainment giant Walt Disney Co (The), which comprises 11.0% of his assets, hinting at his belief in the long-term value of media and the creative content industries. Lastly, his stake in Expedia Group Inc, making up 10.9% of his holdings, underscores an interest in online travel shopping businesses, suggesting a potential optimism in tourism and digital commerce resurgence.
Investors analyzing Ubben's top stock picks can discern a balanced blend of technology, service, finance, media, and consumer discretionary sectors, reflecting both stability through established entities and growth opportunities in evolving markets.

$5.34 Billion Total portoflio value
Sort by: Biggest Holdings Latest Trades Biggest Wins Biggest Losses
Stock
% of Portfolio
Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken.
Current Price
Last Transaction

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!