Jeffrey Ubben's top holdings (April 2026) include Amazon.com Inc. (AMZN), the global e-commerce and cloud computing giant.

Jeffrey Ubben is a prominent investor known for co-founding ValueAct Capital and later establishing Inclusive Capital Partners. At Inclusive Capital Partners, he focuses on impact investing, seeking companies that align with sustainability and environmental solutions alongside financial returns.

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a multinational technology company focusing on e-commerce, cloud computing, digital streaming, and artificial intelligence. It operates the world's largest online marketplace and is a leading provider of cloud services through Amazon Web Services (AWS).
Amazon has a substantial market capitalization of $2.14 trillion. This holding in Jeffrey Ubben's portfolio is currently worth $706.93 million. Analysts have set a price target of $284.93 for Amazon, and its discounted cash flow analysis indicates a value of $105.8 per share.
Here's an overview of Jeffrey Ubben's trades in Amazon.com Inc.:

Blackrock Inc. (BLK)

BlackRock Inc. is a global investment management corporation, providing a wide range of investment and technology services to institutional and retail clients worldwide. The firm offers solutions across equity, fixed income, cash management, alternative investments, and real estate.
The company's market cap stands at $145.25 billion, while the current value of Jeffrey Ubben's holding is $668.39 million. For BlackRock, analysts have established a price target of $1.32K. Additionally, a discounted cash flow valuation for the company is $438.28 per share.
Here's an overview of Jeffrey Ubben's trades in Blackrock Inc.:

Meta Platforms Inc - Ordinary Shares - Class A (META)

Meta Platforms Inc. operates and manages a family of applications and services that bring people together. Its products include Facebook, Instagram, WhatsApp, and Messenger, alongside investments in virtual and augmented reality technologies.
Meta Platforms commands a market capitalization of $1.33 trillion. Jeffrey Ubben's position in the company is currently valued at $599.58 million. The analyst consensus price target for Meta Platforms is $827.25, with a discounted cash flow suggesting $594.57 per share.
Here's an overview of Jeffrey Ubben's trades in Meta Platforms Inc - Ordinary Shares - Class A:

Rocket Companies Inc - Ordinary Shares Class A (RKT)

Rocket Companies Inc. is a Detroit-based holding company consisting of personal finance and consumer service brands, including Rocket Mortgage, a large mortgage lender in the U.S. They offer various home lending products and financial solutions through their digital platforms.
The market capitalization for Rocket Companies is $38.6 billion. The current value of Jeffrey Ubben's stake in Rocket Companies is $561.17 million. Analysts have provided a price target of $23.5 for Rocket Companies, and its discounted cash flow estimate is $4.03 per share.
Here's an overview of Jeffrey Ubben's trades in Rocket Companies Inc - Ordinary Shares Class A:

Salesforce Inc (CRM)

Salesforce Inc. is a global cloud-based software company providing customer relationship management (CRM) services. Its platform helps companies manage sales, service, marketing, and analytics, enabling businesses to connect with their customers.
Salesforce has a market cap of $168.01 billion, with Jeffrey Ubben's position currently valued at $558.98 million. The discounted cash flow for Salesforce is estimated at $310.18 per share, and analysts have set a price target of $288.44.
Here's an overview of Jeffrey Ubben's trades in Salesforce Inc: