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 10.5% to 12.3%.
ValueAct Holdings, the investment firm led by Jeffrey Ubben, maintained a significant portfolio as of March 31, 2026. The disclosed holdings reveal a focus on established and emerging companies across various sectors. For a detailed look at Ubben's investment approach and performance, visit ValueAct Holdings' investor profile.
Visa Inc. (V) stands as the largest holding in Ubben's portfolio, representing approximately 12.26% of the total value. The position saw a substantial increase, with shares rising by 34.8% compared to the previous period.
Amazon.com Inc. (AMZN) is the second-largest holding, accounting for 10.52% of the portfolio. However, Ubben's stake in the e-commerce giant decreased by 15.02% during the period.
BlackRock Inc. (BLK), the global financial services giant, holds a significant 9.19% allocation in Ubben's portfolio. The investment experienced a notable decline, with shares falling by 21.42%.
Meta Platforms Inc. (META) represents another core holding, making up 9.17% of the portfolio. Ubben's stake in the social media company decreased by 12.62%.
KKR & Co. Inc. (KKR) is positioned as the fifth-largest holding, contributing 5.31% to the overall portfolio. This investment saw a remarkable increase, with shares growing by 171.68%.
These top holdings demonstrate Ubben's focus on major corporations across technology, consumer cyclical, and financial services sectors. For more information on these companies' performance, you can explore Visa, Amazon, BlackRock, Meta, and KKR.