ClearBridge Large Cap Growth Strategy Sells Union Pacific Corporation (UNP) in Q3 2025

Reported 3 days ago

In its Q3 2025 investor letter, ClearBridge Investments explained its decision to sell Union Pacific Corporation (UNP) due to concerns about the impact of a merger with Norfolk Southern and a stagnant freight environment, which limits growth potential. Despite a solid overall equity performance in the quarter, the strategy lagged behind the benchmark, influenced by underperformance linked to AI-related stocks. Although Union Pacific had a 7.48% return over one month, its long-term outlook remains cautious amid ongoing market challenges.

Source: YAHOO

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