We are live on ! Find out more
ClearBridge Investments

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
Cap. Flow
-$6.38B
Cap. Flow %
-5.55%
Top 10 Hldgs %
25.45%
Holding
744
New
48
Increased
204
Reduced
394
Closed
54

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$590M
2
HON icon
Honeywell
HON
+$397M
3
ANET icon
Arista Networks
ANET
+$391M
4
BX icon
Blackstone
BX
+$372M
5
PBA icon
Pembina Pipeline
PBA
+$289M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$542M
2
AVGO icon
Broadcom
AVGO
+$498M
3
AMZN icon
Amazon
AMZN
+$497M
4
MSFT icon
Microsoft
MSFT
+$455M
5
EQIX icon
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%

No holdings matched the selected filter criteria.

26 27 28 29 30

Similar funds

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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.