Jeffrey Ubben's Top Holdings: ValueAct's Portfolio Focus in 2026
ValueAct Capital's Jeffrey Ubben held major stakes in Visa, Amazon, BlackRock, Meta, and KKR as of March 31, 2026, with portfolio allocations ranging from 9.17% to 12.26%.
ValueAct Holdings, the investment firm led by renowned investor Jeffrey Ubben, saw its portfolio holdings reflect a strategic focus on established financial services and consumer-facing technology companies as of March 31, 2026.
Visa Inc. (V) stood out as a significant holding, representing approximately 12.26% of the total portfolio value. The position saw an increase in shares during the period, growing by 34.8% year-over-year.
Amazon.com Inc. (AMZN), another major component, held at 10.52% allocation. However, Ubben's stake in the e-commerce giant saw a slight reduction, with a 15.02% decrease in shares.
BlackRock Inc. (BLK), the global financial services giant, accounted for 9.19% of the portfolio. This position experienced a notable decline, with shares falling by 21.42%.
META Platforms Inc. (formerly Facebook) represented 9.17% of the holdings. The stake saw a reduction, with shares decreasing by 12.62%.
KKR & Co. Inc. (KKR), the private equity firm, was another key holding at 5.31% allocation. Notably, Ubben's stake in KKR increased significantly, with a 171.68% jump in shares during the period.
These top holdings demonstrate Ubben's continued interest in large-cap financials and technology companies, albeit with varying levels of conviction reflected in the share changes observed between periods.