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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
-0.32%
1 Year Est. Return
+24.78%
3 Year Est. Return
+90.16%
5 Year Est. Return
+117.12%
10 Year Est. Return
+468.76%
AUM
$115B
AUM Growth
-$10B
(-8%)
Cap. Flow
-$6.38B
Cap. Flow
% of AUM
-5.55%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
744
New
48
Increased
204
Reduced
394
Closed
54
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$590M |
| 2 |
Honeywell
HON
|
+$397M |
| 3 |
Arista Networks
ANET
|
+$391M |
| 4 |
Blackstone
BX
|
+$372M |
| 5 |
Pembina Pipeline
PBA
|
+$289M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$542M |
| 2 |
Broadcom
AVGO
|
+$498M |
| 3 |
Amazon
AMZN
|
+$497M |
| 4 |
Microsoft
MSFT
|
+$455M |
| 5 |
Equinix
EQIX
|
+$403M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.57% |
| 2 | Industrials | 12.63% |
| 3 | Financials | 11.53% |
| 4 | Healthcare | 10.6% |
| 5 | Communication Services | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Ingersoll Rand
IR
$33.9B
| $1.61M | ﹤0.01% |
+20,091
| New | +$1.77M |
|
602
Advanced Drainage Systems
WMS
$11.1B
| $1.59M | ﹤0.01% |
11,615
-299
| -3% | -$46.3K |
|
603
Darden Restaurants
DRI
$23.7B
| $1.54M | ﹤0.01% |
7,837
| – | – |
|
604
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
| $1.5M | ﹤0.01% |
11,690
-80,018
| -87% | -$10.8M |
|
605
Nike
NKE
$63.9B
| $1.42M | ﹤0.01% |
26,950
-62,229
| -70% | -$3.77M |
|
606
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
| $1.41M | ﹤0.01% |
20,260
-4,859
| -19% | -$351K |
|
607
Ulta Beauty
ULTA
$21.6B
| $1.4M | ﹤0.01% |
2,671
-6,365
| -70% | -$4.05M |
|
608
Duke Energy
DUK
$101B
| $1.38M | ﹤0.01% |
10,537
-485
| -4% | -$60.6K |
|
609
CF Industries
CF
$18.9B
| $1.37M | ﹤0.01% |
+10,589
| New | +$1.08M |
|
610
MongoDB
MDB
$25B
| $1.35M | ﹤0.01% |
5,533
-201
| -4% | -$67.2K |
|
611
FedEx
FDX
$74B
| $1.35M | ﹤0.01% |
3,797
+172
| +5% | +$59.7K |
|
|
B
612
Barrick Mining
B
$61.5B
| $1.33M | ﹤0.01% |
32,632
| – | – |
|
613
Extra Space Storage
EXR
$32.2B
| $1.32M | ﹤0.01% |
10,095
| – | – |
|
614
Pfizer
PFE
$144B
| $1.32M | ﹤0.01% |
46,915
-2,484
| -5% | -$66.1K |
|
615
DraftKings
DKNG
$12.2B
| $1.31M | ﹤0.01% |
60,674
-1,890
| -3% | -$51.2K |
|
616
Cisco
CSCO
$456B
| $1.3M | ﹤0.01% |
16,704
+6,004
| +56% | +$470K |
|
617
iShares MSCI South Korea ETF
EWY
$21.1B
| $1.25M | ﹤0.01% |
10,161
-3,996
| -28% | -$500K |
|
618
Seagate
STX
$169B
| $1.24M | ﹤0.01% |
3,168
-1,898
| -37% | -$724K |
|
619
GSK
GSK
$108B
| $1.23M | ﹤0.01% |
22,240
+4,001
| +22% | +$217K |
|
620
Infosys
INFY
$50B
| $1.22M | ﹤0.01% |
90,016
-41,480
| -32% | -$650K |
|
621
CSX Corp
CSX
$94.2B
| $1.21M | ﹤0.01% |
29,377
-2,724,075
| -99% | -$107M |
|
622
VanEck Gold Miners ETF
GDX
$22.7B
| $1.15M | ﹤0.01% |
12,500
| – | – |
|
623
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.1M | ﹤0.01% |
16,231
+4,461
| +38% | +$309K |
|
624
American International
AIG
$42.9B
| $1.03M | ﹤0.01% |
13,695
-1,612
| -11% | -$123K |
|
625
POSCO
PKX
$15.5B
| $1.02M | ﹤0.01% |
17,382
+383
| +2% | +$23.2K |
|
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ClearBridge Investments's Q1 2026 Portfolio in Review
As of Q1 2026, ClearBridge Investments held 744 positions worth $115B, down 8% from $125B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
ClearBridge Investments withdrew a net $6.38B in Q1 2026, closing 54 positions and reducing 394 holdings. Its most notable exit was Salesforce, an estimated $542M position sold in full.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.
Against the trend, ClearBridge Investments opened a new position in Spotify worth $233M.
- ClearBridge Investments's largest Q1 2026 buy was Spotify: 481,200 shares worth $233M.
- ClearBridge Investments added most to AstraZeneca in Q1 2026, an estimated $590M increase.
- ClearBridge Investments's biggest Q1 2026 reduction was Broadcom, cutting an estimated $498M.
- ClearBridge Investments fully exited Salesforce in Q1 2026, selling an estimated $542M.
- ClearBridge Investments's ten largest holdings make up 25% of its $115B portfolio in Q1 2026.
- ClearBridge Investments opened 48 new positions and closed 54 in Q1 2026.
- ClearBridge Investments's portfolio value fell 8% quarter-over-quarter to $115B.
Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.