We recently published a list of Bill Gates’ 10 Stock Positions with Huge Upside Potential. In this article, we are going to take a look at where United Parcel Service, Inc. (NYSE:UPS) stands against other top stocks in Bill Gates’ portfolio with huge upside potential.
Bill Gates became the youngest billionaire back in 1987 when he took Microsoft public, and he has been a billionaire since then. Gates has contributed a huge amount of his wealth to philanthropic activities and intends to donate 99.96% to charity when he dies. To oversee his philanthropic endeavours, Gates founded the Bill & Melinda Gates Foundation Trust. The trust oversees investment assets, with Bill and his wife, Melinda French, serving as trustees.
Read More: 10 Best Stocks to Buy According to Bill Gates
Michael Larson at Cascade Asset Management Company manages Gates’ wealth and investments. Larson also serves as the chief investment officer for the Bill & Melinda Gates Foundation. Cascade has been managing Bill Gates’ investments since 1994. Larson has helped Gates grow his wealth from under $10 billion to almost $130 billion.
Bill Gates’ Take on Tariffs?
Recently, Bill was asked about the tariffs during a CNBC interview celebrating the 50th Anniversary of his company, to which he replied that he doesn’t know what the economic effect will be, but so far it’s just on goods. “Eventually, will it be on services? Who knows?” he added. He said that politicians should be focusing more on AI, which they are not. He said that we will adjust, and AI is the biggest trend today.
Before the elections, Gates pointed out that tariffs will slow down the overall welfare, and the ripple effect of tariffs will impact innovation in the U.S.
Bruce Kasman, the chief economist at JP Morgan Chase, now expects the chance of a global recession to be around 60% compared to his previous estimate of 40%.
As of Q4 2024, the Gates Foundation reported managing $42.28 billion in the 13F securities. The tech and industrial goods sectors represent 29% and 26.3% of the portfolio, respectively. The finance sector accounted for nearly 21% of the fund’s portfolio.
Our Methodology
We searched through Bill & Melinda Gates Foundation Trust’s Q4 2024 13F filings to identify the top stocks in Bill Gates’ portfolio. The stocks are ranked in ascending order of the analyst upside, as of April 22. We have also mentioned the number of hedge funds holding stakes in these stocks. Data for the number of hedge fund investors for each stock was taken from Insider Monkey’s database, updated as of Q4 2024.
Why are we interested in the stocks that hedge funds and billionaire investors pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A warehouse filled with boxes of parcels, symbolizing the companies reliable logistics services.
United Parcel Service, Inc. (NYSE:UPS)
Analyst Upside: 30.66%
No. of Hedge Fund Holders: 59
United Parcel Service, Inc. (NYSE:UPS) is a global package delivery and supply chain management company. Operating one of the world’s largest air and ground networks, the company covers over 220 countries and territories. The company serves through the U.S. Domestic Package, International Package, and Supply & Freight segments.
United Parcel Service, Inc. (NYSE:UPS) is expanding its shipping options. The company has introduced UPS Ground Saver and UPS Ground with Freight Pricing, intending to fulfill customer demands. The company is focused on expanding higher-value segments. For instance, healthcare is one of the fastest-growing segments for UPS, as it posted $10.5 billion in revenues. The company plans to grow the segment’s revenue to $20 billion by 2026. The company expects to grow its U.S. Domestic operating margin throughout 2025, targeting a 12% margin by Q4 2026. Raymond James analyst Patrick Tyler Brown maintains a Strong Buy rating on UPS shares with a price target of $130.
Overall, UPS ranks 5th on our list of top stocks in Bill Gates’ portfolio with huge upside potential. While we acknowledge the potential of UPS to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that has gone up since the beginning of 2025, while popular AI stocks have lost around 25%. If you are looking for an AI stock that is more promising than UPS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
