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Clearbridge Investments, LLC

CIK:0001348883
Asset Manager
$196B AUM
706 holdings
New York, NY, United States
Founded:1982
300 employees
Latest filing:Jun 30, 2025

ClearBridge Investments, LLC is a leading global equity asset manager headquartered in New York, NY. Founded in 1982, it operates as a subsidiary of Legg Mason, Inc. The firm manages investment portfolios and strategies for individual and institutional investors worldwide. As of June 30, 2025, ClearBridge manages approximately $195.5 billion in assets and employs several hundred people, serving clients with a focus on active management and sustainable investing.

Investment Strategy

ClearBridge Investments specializes in active equity management with an emphasis on delivering long-term performance through fundamental research and a bottom-up stock selection process. The firm focuses on high-conviction portfolios, integrating environmental, social, and governance (ESG) analysis to create sustainable value for investors. Their strategies span global, international, and US equities, with the aim of identifying quality companies with strong growth potential, disciplined risk management, and a commitment to responsible investing.

Top Buys
N
NVDANVIDIA Corp
+$1.85B
M
MSFTMicrosoft Corp
+$1.47B
A
AVGOBroadcom Inc
+$1.33B
M
METAMeta Platforms Inc
+$1.10B
N
NFLXNetflix Inc
+$612.4M
Top Sells
U
UNHUnitedHealth Group Inc
-$1.06B
P
PEPPepsiCo Inc
-$320.5M
V
VVisa Inc
-$293.1M
Z
ZTSZoetis Inc
-$289.0M
T
TMOThermo Fisher Scientific Inc
-$251.3M

Top Holdings

M
MSFTMicrosoft Corp
+4.8%$5.92B
N
NVDANVIDIA Corp
+4.5%$5.53B
M
METAMeta Platforms Inc
+3.3%$4.09B
A
AMZNAmazon.com Inc
+3.2%$3.99B
A
AAPLApple Inc
+2.5%$3.10B

Equity Positions (692)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp4.81%$5.92B11,909,708$46.01$497.41+$1.47B
N
NVDA
NVIDIA Corp4.49%$5.53B35,019,508$8.83$157.99+$1.85B
M
META
Meta Platforms Inc3.32%$4.09B5,534,748$175.41$738.09+$1.10B
A
AMZN
Amazon.com Inc3.24%$3.99B18,192,416$62.98$219.39+$475.1M
A
AAPL
Apple Inc2.52%$3.10B15,109,464$40.95$205.17-$207.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.8%
SEMICONDUCTORS & RELATED DEVICES
+8.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.5%
SERVICES-BUSINESS SERVICES, NEC
+4.9%
PHARMACEUTICAL PREPARATIONS
+4.1%