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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 | |
|---|---|---|---|---|---|---|
451
Rocket Lab Corp
RKLB
$51.9B
| $16.1M | 0.01% |
+335,063
| New | +$15.2M |
|
452
Sanofi
SNY
$105B
| $15.6M | 0.01% |
329,458
-11,985
| -4% | -$578K |
|
453
Bentley Systems
BSY
$10.8B
| $15.5M | 0.01% |
300,876
-530,997
| -64% | -$29.1M |
|
454
GATX Corp
GATX
$6.34B
| $15.3M | 0.01% |
87,726
+1,890
| +2% | +$306K |
|
|
LINE
455
Lineage Inc
LINE
$9.45B
| $15.3M | 0.01% |
396,366
-1,611
| -0.4% | -$67K |
|
456
Willis Towers Watson
WTW
$31.6B
| $15.3M | 0.01% |
44,320
-759
| -2% | -$246K |
|
457
Atmos Energy
ATO
$28.7B
| $15.3M | 0.01% |
89,391
+85,641
| +2,284% | +$13.8M |
|
458
Hims & Hers Health
HIMS
$6.99B
| $15.2M | 0.01% |
267,962
+60,258
| +29% | +$3.09M |
|
459
PUT
Bloom Energy
BE
$69.9B
| $15.1M | 0.01% |
+178,400
| New | +$8.28M |
|
460
MP Materials
MP
$9.64B
| $14.3M | 0.01% |
213,372
-219,916
| -51% | -$13.8M |
|
461
Portland General Electric
POR
$5.74B
| $14.2M | 0.01% |
321,829
+6,874
| +2% | +$289K |
|
|
CHYM
462
Chime Financial
CHYM
$12B
| $14M | 0.01% |
694,738
-5,282
| -0.8% | -$150K |
|
463
Liberty Media Series A
FWONA
$23.7B
| $13.5M | 0.01% |
142,152
-4,563
| -3% | -$417K |
|
464
Arrowhead Research
ARWR
$12.3B
| $13.5M | 0.01% |
391,155
+10,269
| +3% | +$226K |
|
465
Limbach Holdings
LMB
$536M
| $13.2M | 0.01% |
135,637
+85,214
| +169% | +$10.3M |
|
466
Meritage Homes
MTH
$4.75B
| $13.2M | 0.01% |
181,712
+64
| +0% | +$4.75K |
|
467
Scholar Rock
SRRK
$6.55B
| $13M | 0.01% |
348,449
+64,037
| +23% | +$2.24M |
|
468
Rush Enterprises Class A
RUSHA
$9.41B
| $12.8M | 0.01% |
239,279
+5,562
| +2% | +$310K |
|
469
Delek Logistics
DKL
$3.19B
| $12.7M | 0.01% |
279,818
| – | – |
|
470
Southwest Airlines
LUV
$22B
| $12.7M | 0.01% |
398,801
+68,662
| +21% | +$2.25M |
|
|
VRNA
471
DELISTED
Verona Pharma
VRNA
| $12.7M | 0.01% |
119,217
-16,582
| -12% | -$1.73M |
|
472
Primoris Services
PRIM
$4.39B
| $12.7M | 0.01% |
92,407
-40,750
| -31% | -$4.38M |
|
|
PENG
473
Penguin Solutions Inc
PENG
$3.01B
| $12.6M | 0.01% |
479,921
+12,124
| +3% | +$297K |
|
474
Pultegroup
PHM
$24.6B
| $12.6M | 0.01% |
95,241
+15,984
| +20% | +$1.99M |
|
475
Kite Realty
KRG
$5.27B
| $12.5M | 0.01% |
560,786
+12,527
| +2% | +$279K |
|
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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.