Jeffrey Ubben - ValueAct Holdings Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the ValueAct Holdings portfolio managed by Jeffrey Ubben was diversified across 7 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 31.5% of total portfolio value, followed by Financial Services and Technology and ETF. Together, the top three sectors account for 62.9% of the portfolio, reflecting Jeffrey Ubben's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.