Jeffrey Ubben Performance

ValueAct Holdings Portfolio

$6B Total portoflio value
Portfolio 17 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Jeffrey Ubben returned 170.1% compared to 255.1% for the S&P 500 — underperformed the S&P 500 by 85.0%.

1-Year Return

-3.7%
S&P 500: 12.2%

3-Year Return

74.3%
S&P 500: 79.5%

5-Year Return

16.9%
S&P 500: 67.7%

10-Year Return

170.1%
S&P 500: 255.1%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Long Term Investor
Never miss a trade