Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
Equity

ClearBridge All Cap Growth Portfolios

Year to Date Returns (Net)
-10.89%
As of 03/31/2026
Year to Date Returns (Pure Gross)
-10.20%

This feature is not available at your firm

Sign in to view documents

Skipped to Overview Section Content

Overview

Product Facts

Strategy Description

ClearBridge All Cap Growth Portfolios (ACG) seeks long-term capital appreciation through investment in large-, mid- and small-capitalization stocks that have the potential for above average long-term earnings and/or cash flow growth.

Benchmark
Russell 3000 Growth Index
Inception Date
06/30/1996
Asset Class
Equity
Number of IssuersAs of 03/31/2026 (Updated Quarterly)
60

Average Annual Total Returns

View performance section for additional info As of 03/31/2026
  • 6.22%1 Year
  • 12.80%3 Years
  • 4.58%5 Years
  • 9.61%10 Years
  • 8.66%Since Inception
    06/30/1996

Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.

Top Sectors

View portfolio section for additional info

As of 03/31/2026 % of Total (Updated Quarterly)

Information Technology44.96%
Consumer Discretionary14.35%
Communication Services10.43%
Industrials10.00%
Health Care7.84%

Manager and Commentary

About the Team

ClearBridge Investments

ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and income. ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.

Commentary Highlights

March 31, 2026
  • Markets:  Surging volatility pressured U.S. equities to start 2026, as rapidly evolving macro conditions and the outbreak of a military conflict in the Middle East contributed to sharp shifts in investor sentiment. A broad-based sell off among more liquid, larger cap holdings put pressure on the benchmark Russell 3000 Growth Index, which declined 9.5% for the quarter.
  • Contributors:  ASML, Taiwan Semiconductor, Eaton, Freeport-McMoRan. Stock selection in consumer discretionary.
  • Detractors:  Holdings in AppLovin, PayPal, HubSpot, not owning Costco Wholesale, GE Vernova. Stock selection in health care.
  • Outlook:  We believe the ongoing broadening of market leadership, particularly beyond mega cap technology, is a constructive development for our investment universe. After a prolonged period of concentration, normalizing participation market should reward differentiated, high active share portfolios such as ours.
ClearBridge Investments logo
[Evan Baumans avatar]

Managed Strategy Since 2009

[Aram Greens avatar]

Managed Strategy Since 2021

[Margaret Vitranos avatar]

Managed Strategy Since 1997

[Erica Furfaros avatar]

Managed Strategy Since 2024

[Amanda Leithes avatar]

Managed Strategy Since 2024

Portfolio Manager Profile
Years of Experience
Manager Location

[products.skip-performance]

Composite Performance

Calendar Year Returns

As of 03/31/2026

Chart

Bar chart with 3 data series.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from -31.24 to 41.37.
End of interactive chart.
ClearBridge All Cap Growth Portfolios - Net (%)
ClearBridge All Cap Growth Portfolios - Pure Gross (%)
Russell 3000 Growth Index (%)

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.  

Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.  

For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.   

To obtain specific information on available products and services or a GIPS® Report, contact your Franklin Templeton separately managed account sales team at (800) DIAL BEN/342-5236. ClearBridge Investments, LLC, Martin Currie, Royce Investment Partners, and Western Asset Management Company, LLC claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. 

[products.skip-portfolio]

Portfolio

Positions

As of 03/31/2026 (Updated Monthly)

Number of Issuers
Portfolio
60
Benchmark
1,494

Portfolio Statistics

As of 03/31/2026 (Updated Monthly)

Weighted Average Market Capitalization (USD)
Portfolio
$1,267.44 Billion
Benchmark
$1,749.02 Billion
Median Market Cap (USD)
Portfolio
$497.01 Billion
Benchmark
$1,394.43 Billion
Estimated 3-5 Year EPS Growth
Portfolio
16.47%
Benchmark
14.99%
Price to Earnings (12-Month Forward)
Portfolio
26.17x
Benchmark
25.02x
Dividend Yield 1
Portfolio
0.50%
Benchmark
0.56%
Price to Book
Portfolio
10.82x
Benchmark
10.50x

Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.

Market Capitalization Allocation 2

As of 03/31/2026 % of Equity (Updated Quarterly)

Market Capitalization Portfolio
<10 Billion 0.88%
10-50 Billion 5.86%
50-250 Billion 35.09%
250-500 Billion 9.09%
>500 Billion 49.07%

Chart

Bar chart with 5 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 0.88419 to 49.06612.
End of interactive chart.

Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.

Top Equity Issuers

As of 03/31/2026 (Updated Quarterly)

Holdings Portfolio
NVIDIA Corp
9.66%
Broadcom Inc
7.89%
Amazon.com Inc
7.38%
Apple Inc
5.87%
Meta Platforms Inc
4.89%
Microsoft Corp
3.86%
Visa Inc
3.75%
Netflix Inc
3.09%
Crowdstrike Holdings Inc
2.51%
Vertex Pharmaceuticals Inc
2.49%

 

Bar chart with 10 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 2.48693 to 9.65819.
End of interactive chart.
[products.skip-documents]

Documents

Product Documents
Name Download Add to Cart
Factsheet - ClearBridge All Cap Growth PortfoliosDownload Document
Product Commentary - ClearBridge All Cap Growth PortfoliosDownload Document
FTPPG Regulatory DisclosuresMailed hardcopies unavailable.Download Document

Risks

All investments involve risks, including possible loss of principal. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks.

Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Franklin Templeton affiliated sub-advisers: ClearBridge Investments, LLC. Management is implemented by FTPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee. 

Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares. Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars.

ClearBridge Investments, LLC, Franklin Templeton Investment Solutions, Martin Currie, Royce Investment Partners, Western Asset Management Company, LLC, and Franklin Templeton claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.

Important data provider notices and terms available at www.franklintempletondatasources.com.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges. 

The Russell 3000 Growth Index measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values.
Source: FTSE.

All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.

Footnotes

  1. Dividend yield is calculated without the deduction of fees and expenses. 

  2. Capitalization Rate is calculated without the deduction of fees and expenses.

Sign in to view documents