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, a prominent investor known for strategic market placements, prominently features Salesforce Inc., holding the largest share at 19.7% of his investment portfolio. Insight Enterprises Inc. follows as another substantial commitment, comprising 15.8% and highlighting Ubben's preference for impactful tech industry players. Ubben also allocates significant capital to entertainment giant Walt Disney Co (The), which embodies 11.1% of his investments, mirroring his confidence in long-standing media corporations. Parallel to this is an equal stake in KKR & Co. Inc, a major investment firm, also representing 11.1%, indicating Ubben's trust in financial institutions with robust asset management services. Lastly, Expedia Group Inc rounds out the top five, making up 10.6% of his stocks, showcasing Ubben’s approach towards online travel platforms poised for growth. For potential investors tracking Jeffrey Ubben's market strategy, these stock selections offer insights into sectors he deems essential for a balanced and forward-thinking portfolio.

$5.08 Billion Total portoflio value
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