Jeffrey Ubben's top holdings (October 2025) include Amazon.com Inc. (AMZN), a global e-commerce giant and cloud computing leader.

Jeffrey Ubben is a prominent investor and founder of Inclusive Capital Partners. Through his firm, he focuses on engaged investing, often targeting companies that can drive positive environmental and social impact alongside financial returns. His investment philosophy centers on long-term value creation through active stewardship.

Amazon.com Inc. (AMZN)

Amazon is a multinational technology company focusing on e-commerce, cloud computing, digital streaming, and artificial intelligence. It operates Amazon Web Services (AWS), the world's leading cloud platform, and maintains a vast online retail marketplace. Amazon.com Inc. commands a market capitalization of $2.34 trillion. Jeffrey Ubben's position in the company is currently valued at $850.28 million. Analysts have set an average price target of $256.43 for the stock, while a discounted cash flow analysis indicates a value of $31.72 per share.
Here's an overview of Jeffrey Ubben's trades in Amazon.com Inc.:

Salesforce Inc (CRM)

Salesforce is a leading provider of cloud-based software solutions, specializing in customer relationship management (CRM). Its extensive platform helps businesses manage sales, customer service, marketing, and analytics, serving a wide array of industries. The company's market cap stands at $233.09 billion. Jeffrey Ubben's current holding in Salesforce is worth $686.95 million. Analysts project a price target of $399.50 for the shares, and the discounted cash flow value is estimated at $227.45.
Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:

Roblox Corporation (RBLX)

Roblox Corporation operates a global online platform that enables users to create and play millions of immersive 3D experiences. It's a key player in the metaverse space, fostering a vast community of developers and players globally. Roblox Corporation holds a market capitalization of $93.62 billion. The position in Jeffrey Ubben's portfolio is currently valued at $655.48 million. For Roblox, analysts have provided a price target of $132.33, and its discounted cash flow suggests a value of $49.36 per share.
Here's an overview of Jeffrey Ubben's trades in Roblox Corporation:

Walt Disney Co (The) (DIS)

Walt Disney Co is a global entertainment conglomerate known for its media networks, theme parks, studio entertainment, and direct-to-consumer streaming services. It boasts an extensive portfolio of beloved brands and franchises. With a market capitalization of $204.01 billion, the current value of Jeffrey Ubben's position in Walt Disney Co is $582.53 million. An average analyst price target for the company is $136.67, and a discounted cash flow analysis suggests a per-share value of $26.81.
Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):

Meta Platforms Inc (META)

Meta Platforms, Inc. is a technology conglomerate that owns and operates Facebook, Instagram, WhatsApp, and other products and services. The company is actively investing in and developing virtual and augmented reality technologies for the metaverse. Meta Platforms Inc. has a substantial market capitalization of $1.87 trillion, while this holding in Jeffrey Ubben's portfolio is currently worth $457.79 million. Analysts have set a price target of $865.00 for the company, and its discounted cash flow value is $617.62.
Here's an overview of Jeffrey Ubben's trades in Meta Platforms Inc: