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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
+1.3%
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
$125B
AUM Growth
-$7.9B
(-5.9%)
Cap. Flow
-$7.77B
Cap. Flow
% of AUM
-6.22%
Top 10 Holdings %
Top 10 Hldgs %
27.4%
Holding
748
New
35
Increased
185
Reduced
440
Closed
51
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chipotle Mexican Grill
CMG
|
+$343M |
| 2 |
Air Products & Chemicals
APD
|
+$282M |
| 3 |
Automatic Data Processing
ADP
|
+$257M |
| 4 |
Williams Companies
WMB
|
+$227M |
| 5 |
Arista Networks
ANET
|
+$208M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$768M |
| 2 |
Sempra
SRE
|
+$446M |
| 3 |
Merck
MRK
|
+$410M |
| 4 |
PayPal
PYPL
|
+$399M |
| 5 |
Starbucks
SBUX
|
+$381M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.39% |
| 2 | Financials | 12.07% |
| 3 | Industrials | 11.03% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 9.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Celcuity
CELC
$4.49B
| $10.7M | 0.01% |
106,931
-27,289
| -20% | -$2.24M |
|
477
Brookfield Infrastructure Partners
BIP
$18.2B
| $10.5M | 0.01% |
301,968
+18,593
| +7% | +$648K |
|
478
National Grid
NGG
$81.1B
| $10.5M | 0.01% |
135,359
-2,859
| -2% | -$215K |
|
479
CrossAmerica Partners
CAPL
$889M
| $10.4M | 0.01% |
505,147
| – | – |
|
480
Wells Fargo
WFC
$269B
| $10.4M | 0.01% |
111,523
-994
| -0.9% | -$86.3K |
|
481
Kite Realty
KRG
$5.27B
| $10.4M | 0.01% |
433,086
-127,700
| -23% | -$2.9M |
|
482
Limbach Holdings
LMB
$536M
| $10.4M | 0.01% |
133,311
-2,326
| -2% | -$191K |
|
483
Rush Enterprises Class A
RUSHA
$9.41B
| $10.3M | 0.01% |
191,652
-47,627
| -20% | -$2.47M |
|
484
Globant
GLOB
$1.67B
| $10.2M | 0.01% |
156,696
+30,631
| +24% | +$1.93M |
|
485
Duolingo
DUOL
$6.3B
| $10.1M | 0.01% |
57,576
-27,720
| -32% | -$6.53M |
|
486
Skywest
SKYW
$4.16B
| $10M | 0.01% |
100,051
+93
| +0.1% | +$9.31K |
|
487
Columbia Banking Systems
COLB
$9.12B
| $9.78M | 0.01% |
349,859
-28,061
| -7% | -$760K |
|
|
AMRZ
488
Amrize Ltd
AMRZ
$25.4B
| $9.76M | 0.01% |
180,516
+949
| +0.5% | +$48.4K |
|
489
Terex
TEX
$7.8B
| $9.68M | 0.01% |
181,283
-14,519
| -7% | -$733K |
|
490
Utz Brands
UTZ
$1.25B
| $9.68M | 0.01% |
932,242
+80,205
| +9% | +$865K |
|
491
TeraWulf
WULF
$8.58B
| $9.65M | 0.01% |
839,662
-181,754
| -18% | -$2.44M |
|
492
Yeti Holdings
YETI
$3.85B
| $9.56M | 0.01% |
216,399
-51,956
| -19% | -$2M |
|
493
Murphy Oil
MUR
$5.06B
| $9.48M | 0.01% |
303,466
| – | – |
|
494
Coinbase
COIN
$39.3B
| $9.44M | 0.01% |
41,759
-10,716
| -20% | -$3.19M |
|
495
Allegiant Air
ALGT
$2.31B
| $9.39M | 0.01% |
110,170
-17,125
| -13% | -$1.22M |
|
496
Essent Group
ESNT
$6.14B
| $9.36M | 0.01% |
144,004
+261
| +0.2% | +$16.2K |
|
497
Silgan Holdings
SLGN
$4.3B
| $9.28M | 0.01% |
229,863
-666,723
| -74% | -$27.1M |
|
|
QXO
498
QXO Inc
QXO
$16.2B
| $9.24M | 0.01% |
479,200
-5,202
| -1% | -$99.7K |
|
499
Eagle Materials
EXP
$6.47B
| $9.15M | 0.01% |
44,250
-72
| -0.2% | -$15.9K |
|
500
MP Materials
MP
$9.64B
| $8.99M | 0.01% |
178,023
-35,349
| -17% | -$2.24M |
|
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ClearBridge Investments's Q4 2025 Portfolio in Review
As of Q4 2025, ClearBridge Investments held 748 positions worth $125B, down 5.9% from $133B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
ClearBridge Investments withdrew a net $7.77B in Q4 2025, closing 51 positions and reducing 440 holdings. Its most notable exit was Crown Castle, an estimated $167M position sold in full.
By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Industrials.
Against the trend, ClearBridge Investments opened a new position in Arista Networks worth $198M.
- ClearBridge Investments's largest Q4 2025 buy was Arista Networks: 1,513,280 shares worth $198M.
- ClearBridge Investments added most to Chipotle Mexican Grill in Q4 2025, an estimated $343M increase.
- ClearBridge Investments's biggest Q4 2025 reduction was Microsoft, cutting an estimated $768M.
- ClearBridge Investments fully exited Crown Castle in Q4 2025, selling an estimated $167M.
- ClearBridge Investments's ten largest holdings make up 27% of its $125B portfolio in Q4 2025.
- ClearBridge Investments opened 35 new positions and closed 51 in Q4 2025.
- ClearBridge Investments's portfolio value fell 5.9% quarter-over-quarter to $125B.
Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.