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ClearBridge Investments

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
Cap. Flow
+$2.82B
Cap. Flow %
2.12%
Top 10 Hldgs %
27.64%
Holding
752
New
46
Increased
279
Reduced
343
Closed
41

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$490M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$467M
3
ETR icon
Entergy
ETR
+$463M
4
NEE icon
NextEra Energy
NEE
+$462M
5
ORCL icon
Oracle
ORCL
+$453M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$625M
2
UNH icon
UnitedHealth
UNH
+$615M
3
ACN icon
Accenture
ACN
+$497M
4
NVO
Novo Nordisk
NVO
+$429M
5
LLY icon
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
VOYG
751
Voyager Technologies
VOYG
$2.6B
– –
-167,800
Closed -$6.59M
27 28 29 30
31

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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.