Top 5 Stocks to Invest In According to Jeffrey Ubben’s ValueAct Capital

In this article, we discuss the top 5 stocks to invest in according to Jeffrey Ubben’s ValueAct Capital. If you want to read our detailed analysis of Ubben’s history, and hedge fund performance, go directly to the Top 10 Stocks to Invest In According to Jeffrey Ubben’s ValueAct Capital.

5. CBRE Group, Inc. (NYSE: CBRE)

Ubben’s Stake Value: $809,281,000
Percentage of Jeffrey Ubben’s 13F Portfolio: 9.44%
Number of Hedge Fund Holders: 30

CBRE Group, Inc. (NYSE: CBRE) is fifth on the list of the top stocks to invest in according to Jeffrey Ubben’s ValueAct Capital. It is a commercial and corporate real estate company, providing integrated services to related clients. As of Q1 2021, ValueAct Capital holds 10.2 million shares in the company, worth $809 million. The fund did not change its position in CBRE Group, Inc. (NYSE: CBRE) in this quarter. 

The latest quarterly report of CBRE Group, Inc. (NYSE: CBRE) stated $0.86 earnings per share, beating the market estimate of $0.67. The quarterly revenue stood at $5.9 billion, up from $5.8 billion during the same period last year. The share price of CBRE stock has gained 87% in the past year, making it one of the top stocks to invest in according to Jeffrey Ubben’s ValueAct Capital.  

Third Avenue Management, an investment management firm, released its Q1 2021 investor letter and mentioned CBRE Group, Inc. (NYSE: CBRE) in it. Here is what the firm has to say: 

“CBRE Group, Inc. (the largest commercial real estate services firm globally with leading brokerage, facilities management, consulting, and asset management offerings) revealing that it had agreed to acquire a 35% stake in Industrious—one of the largest networks of coworking and private office spaces in North America. Alongside the investment, CBRE’s management team (headed by CEO Bob Sulentic) has created a unique structure whereby it will also contribute its existing shared workspace portfolio (i.e., Hana) thus positioning the combined platform to take significant market share in the rapidly expanding “flexible workplace” market given CBRE’s reach (the company operates in more than 100 countries and counts 90% of Fortune 100 companies as clients) and a coworking model that could be viewed more favorably by property owners (e.g., revenue share agreements in lieu of fixed-cost leases through special purpose vehicles).”