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ClearBridge Investments Portfolio holdings
AUM
$121B
1-Year Est. Return
27.52%
This Fund
S&P 500
This Quarter
Est. Return
+8.19%
1 Year Est. Return
+27.52%
3 Year Est. Return
+102.01%
5 Year Est. Return
+131.19%
10 Year Est. Return
+558.38%
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 | |
|---|---|---|---|---|---|---|
626
3M
MMM
$94.2B
| $2.13M | ﹤0.01% |
13,725
-400
| -3% | -$61.7K |
|
627
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $2.02M | ﹤0.01% |
63,782
-400
| -0.6% | -$12.6K |
|
628
GE Aerospace
GE
$374B
| $1.97M | ﹤0.01% |
6,564
| – | – |
|
629
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $1.82M | ﹤0.01% |
12,782
+9,138
| +251% | +$1.29M |
|
630
Constellium
CSTM
$3.95B
| $1.79M | ﹤0.01% |
120,585
+2,206
| +2% | +$31.6K |
|
631
MongoDB
MDB
$38B
| $1.78M | ﹤0.01% |
5,734
+158
| +3% | +$40.6K |
|
632
Loews
L
$23B
| $1.74M | ﹤0.01% |
17,340
| – | – |
|
633
Hubbell
HUBB
$26.8B
| $1.73M | ﹤0.01% |
4,017
| – | – |
|
634
Consolidated Edison
ED
$40.1B
| $1.69M | ﹤0.01% |
16,838
-962
| -5% | -$96.5K |
|
635
Cloudflare
NET
$118B
| $1.68M | ﹤0.01% |
7,832
+202
| +3% | +$41.2K |
|
636
Triple Flag Precious Metals
TFPM
$6.45B
| $1.66M | ﹤0.01% |
+56,792
| New | +$1.47M |
|
637
Advanced Drainage Systems
WMS
$11.3B
| $1.65M | ﹤0.01% |
11,913
+340
| +3% | +$44.6K |
|
638
Darden Restaurants
DRI
$25.4B
| $1.49M | ﹤0.01% |
7,837
| – | – |
|
639
Brookfield Renewable
BEP
$10.6B
| $1.46M | ﹤0.01% |
56,728
+500
| +0.9% | +$12.9K |
|
640
Extra Space Storage
EXR
$31.6B
| $1.42M | ﹤0.01% |
10,095
| – | – |
|
641
iShares MSCI South Korea ETF
EWY
$27.6B
| $1.39M | ﹤0.01% |
+17,376
| New | +$1.29M |
|
642
Global Payments
GPN
$25.1B
| $1.35M | ﹤0.01% |
16,200
| – | – |
|
643
McDonald's
MCD
$193B
| $1.34M | ﹤0.01% |
4,415
-1,752
| -28% | -$533K |
|
644
Duke Energy
DUK
$97.1B
| $1.3M | ﹤0.01% |
10,528
-200
| -2% | -$24.3K |
|
645
Pfizer
PFE
$153B
| $1.3M | ﹤0.01% |
50,870
-13,828
| -21% | -$341K |
|
646
Phillips 66
PSX
$92.8B
| $1.29M | ﹤0.01% |
9,452
-23,406
| -71% | -$3M |
|
647
Fastenal
FAST
$58.9B
| $1.17M | ﹤0.01% |
23,846
+996
| +4% | +$47.1K |
|
648
Universal Health Services
UHS
$10.1B
| $1.13M | ﹤0.01% |
5,523
| – | – |
|
|
B
649
Barrick Mining
B
$67.3B
| $1.09M | ﹤0.01% |
33,132
| – | – |
|
650
Macy's
M
$6.27B
| $1.06M | ﹤0.01% |
59,100
+2,700
| +5% | +$38.2K |
|
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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.