ClearBridge Investments reported strong performance in Q3 2025, with the S&P 500 up 8.1% and Nasdaq up 11.2%. The Russell 1000 Growth Index rose 10.5%. The strategy slightly underperformed due to underexposure to AI winners. Check out the top five holdings for 2025 picks.

Union Pacific Corporation (NYSE: UNP) was highlighted in ClearBridge’s Q3 letter. The stock had a one-month return of 7.48% and closed at $236.80 per share on October 3, 2025. The market capitalization was $140.452 billion.

ClearBridge sold Union Pacific Corporation (NYSE: UNP) due to potential limitations from the Norfolk Southern merger. The company may not benefit from the expected industrials recovery without a stronger freight environment.

Union Pacific Corporation (NYSE: UNP) is not in the 30 Most Popular Stocks Among Hedge Funds list. However, 89 hedge funds held the stock in Q2. While UNP has potential, some AI stocks offer greater upside with less downside risk. Check out a free report on the best short-term AI stock.

Read more at Yahoo Finance: Here’s Why ClearBridge Large Cap Growth Strategy Sold Union Pacific Corporation (UNP) in Q3