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ClearBridge Investments Portfolio holdings
AUM
$115B
1-Year Est. Return
24.78%
This Fund
S&P 500
This Quarter
Est. Return
+8.19%
1 Year Est. Return
+24.78%
3 Year Est. Return
+90.16%
5 Year Est. Return
+117.12%
10 Year Est. Return
+482.55%
AUM
$133B
AUM Growth
+$9.64B
(+7.8%)
Cap. Flow
+$2.82B
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
27.64%
Holding
752
New
46
Increased
279
Reduced
343
Closed
41
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$490M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
+$467M |
| 3 |
Entergy
ETR
|
+$463M |
| 4 |
NextEra Energy
NEE
|
+$462M |
| 5 |
Oracle
ORCL
|
+$453M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$625M |
| 2 |
UnitedHealth
UNH
|
+$615M |
| 3 |
Accenture
ACN
|
+$497M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$429M |
| 5 |
Eli Lilly
LLY
|
+$401M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.54% |
| 2 | Financials | 11.93% |
| 3 | Industrials | 10.95% |
| 4 | Healthcare | 9.85% |
| 5 | Communication Services | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Reddit
RDDT
$29.5B
| $76.3M | 0.06% |
331,675
-149,294
| -31% | -$30.5M |
|
277
Credo Technology Group
CRDO
$50B
| $75.7M | 0.06% |
+520,216
| New | +$63.7M |
|
278
BCE
BCE
$21.6B
| $75.7M | 0.06% |
3,236,562
-64,446
| -2% | -$1.55M |
|
279
Canadian Natural Resources
CNQ
$98.1B
| $75.7M | 0.06% |
2,367,150
+207,735
| +10% | +$6.51M |
|
280
Charter Communications
CHTR
$17.9B
| $75.2M | 0.06% |
273,364
+66,833
| +32% | +$20.2M |
|
281
Mirum Pharmaceuticals
MIRM
$6.04B
| $73.6M | 0.06% |
1,003,803
-23,724
| -2% | -$1.51M |
|
282
PJT Partners
PJT
$4.36B
| $73M | 0.05% |
410,581
-27,395
| -6% | -$4.93M |
|
283
CAE Inc. Common Shares
CAE
$8.9B
| $72.3M | 0.05% |
2,438,716
-30,756
| -1% | -$865K |
|
284
RELX
RELX
$60.2B
| $71.8M | 0.05% |
1,504,351
-637,520
| -30% | -$31.5M |
|
285
UMB Financial
UMBF
$11.4B
| $71.6M | 0.05% |
604,890
+233,954
| +63% | +$27M |
|
286
Citigroup
C
$231B
| $71.3M | 0.05% |
702,352
+13,060
| +2% | +$1.24M |
|
287
Diageo
DEO
$52.2B
| $70M | 0.05% |
752,680
-327,961
| -30% | -$34.4M |
|
288
Antero Midstream
AM
$10.6B
| $69.9M | 0.05% |
3,598,243
-7,890
| -0.2% | -$143K |
|
289
Progressive
PGR
$121B
| $69.9M | 0.05% |
283,090
-499,431
| -64% | -$123M |
|
|
CYBR
290
DELISTED
CyberArk
CYBR
| $69.4M | 0.05% |
143,574
-66,972
| -32% | -$28.7M |
|
291
Pembina Pipeline
PBA
$28.4B
| $68.1M | 0.05% |
1,684,235
-30,609
| -2% | -$1.16M |
|
292
CME Group
CME
$94.3B
| $66.7M | 0.05% |
246,957
-1,199
| -0.5% | -$326K |
|
293
Coherent
COHR
$69.6B
| $66.5M | 0.05% |
617,191
-5,602
| -0.9% | -$558K |
|
294
Charles River Laboratories
CRL
$13.6B
| $65.1M | 0.05% |
415,999
+63,511
| +18% | +$10.1M |
|
295
Blackrock
BLK
$180B
| $64.8M | 0.05% |
55,575
-556
| -1% | -$622K |
|
296
Amdocs
DOX
$6.08B
| $64.3M | 0.05% |
783,290
+312
| +0% | +$27K |
|
297
CAVA Group
CAVA
$8.09B
| $63.3M | 0.05% |
1,048,600
+143,446
| +16% | +$10.9M |
|
298
Roblox
RBLX
$25.4B
| $62.7M | 0.05% |
452,522
+342,615
| +312% | +$42.6M |
|
299
Qualcomm
QCOM
$171B
| $62M | 0.05% |
372,447
+19,562
| +6% | +$3.1M |
|
300
International Flavors & Fragrances
IFF
$21.4B
| $61.8M | 0.05% |
1,003,782
+888,557
| +771% | +$61M |
|
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ClearBridge Investments's Q3 2025 Portfolio in Review
As of Q3 2025, ClearBridge Investments held 752 positions worth $133B, up 7.8% from $123B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
ClearBridge Investments's Q3 2025 filing shows 46 new, 279 increased, 343 reduced and 41 closed positions. Its largest new stake was Emera Inc: 6,866,836 shares worth $329M. The largest sale was Workday, an estimated $625M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Financials and Industrials.
- ClearBridge Investments's largest Q3 2025 buy was Emera Inc: 6,866,836 shares worth $329M.
- ClearBridge Investments added most to TSMC in Q3 2025, an estimated $490M increase.
- ClearBridge Investments's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $615M.
- ClearBridge Investments fully exited Workday in Q3 2025, selling an estimated $625M.
- ClearBridge Investments's ten largest holdings make up 28% of its $133B portfolio in Q3 2025.
- ClearBridge Investments opened 46 new positions and closed 41 in Q3 2025.
- ClearBridge Investments's portfolio value rose 7.8% quarter-over-quarter to $133B.
Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.