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 portfolio showcases a strategic selection of stocks with strong market positions and growth potential. Salesforce Inc, a leading cloud-based software company, offers significant investment appeal due to its innovative solutions in customer relationship management (CRM) and continuous market expansion.
Insight Enterprises Inc., an essential part of Ubben's investments, operates in the IT services and solutions space, catering to complex business needs in technology and commanding a robust competitive edge — attractive to investors seeking tech exposure.
The Walt Disney Co represents a key holding that blends iconic branding with entertainment diversity. With its extensive media library, theme parks, and streaming services, Disney is poised for enduring appeal and resilience, making it a staple in any forward-thinking investment portfolio.
KKR & Co. Inc, a premier private equity firm known for substantial buyouts and alternative asset management, appeals to investors drawn to financial sector stability combined with the high-growth potential found in diverse investments across various sectors.
Finally, Expedia Group Inc marks its place in Ubben's strategy by dominating online travel services. The stock promises growth trajectories aligned with global travel trends and digital booking preferences, suggesting a lucrative avenue for shareholders interested in internet commerce and tourism.
Investors tracing Jeffrey Ubben's approach will notice a balanced blend of technological innovation, entertainment dominion, financial acumen, and e-commerce strength within his top five stock investments, each embodying the principles of sound investment strategies.
Mar 01, 2023
Increased shares by 522.3%
Added 522.3% on Mar 01, 2023
Q2 2023
Increased shares by 0.0%
Added 0.0% in Q2 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold 47.9% shares
Sold 47.9% in Q4 2023
Q4 2023
Sold 44.5% shares
Sold 44.5% in Q4 2023
Aug 29, 2023
Sold 20.6% shares
Sold 20.6% on Aug 29, 2023
Q4 2023
Sold 18.0% shares
Sold 18.0% in Q4 2023
Q4 2023
Sold 50.2% shares
Sold 50.2% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q3 2023
New holding
New holding in Q3 2023
Q4 2023
Increased shares by 69.5%
Added 69.5% in Q4 2023
Q4 2023
Sold 36.9% shares
Sold 36.9% in Q4 2023
Q4 2023
Sold 96.6% shares
Sold 96.6% in Q4 2023
Q1 2019
Sold -229 Thousand shares
Sold 100% in Q1 2019
Q4 2018
Sold -2.2 Million shares
Sold 100% in Q4 2018
Q1 2013
Sold -15 Million shares
Sold 100% in Q1 2013
Q3 2017
Sold -6.93 Thousand shares
Sold 100% in Q3 2017
Q3 2017
Sold -1.75 Million shares
Sold 100% in Q3 2017
Q3 2011
Sold -1.32 Million shares
Sold 100% in Q3 2011
Q2 2010
Sold -622 Thousand shares
Sold 100% in Q2 2010
Q4 2022
Sold -1.55 Million shares
Sold 100% in Q4 2022
Q2 2016
Sold -8.21 Million shares
Sold 100% in Q2 2016
Q4 2022
Sold -1.3 Million shares
Sold 100% in Q4 2022
May 01, 2019
Sold -63.9 Thousand shares
Sold 100% on May 01, 2019
Q4 2015
Sold -11.3 Million shares
Sold 100% in Q4 2015
Q4 2023
Sold -585 Thousand shares
Sold 100% in Q4 2023
Q3 2011
Sold -2.63 Million shares
Sold 100% in Q3 2011
Dec 15, 2011
Sold -1.65 Million shares
Sold 100% on Dec 15, 2011
Aug 11, 2014
Sold -804 Thousand shares
Sold 100% on Aug 11, 2014
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