ClearBridge Dividend Strategy ESG Portfolios Q4 2025 Commentary

Franklin Templeton4.63K FollowersFollow5ShareSavePlay(6min)CommentsSummaryThe S&P 500 managed a 2.7% gain in the fourth quarter, while the Strategy captured roughly two-thirds of that gross of fees.The market-cap-weighted S&P 500 Index rose 17.9% in the year, while the equal-weighted S&P 500 Index gained just 11.4%.Stock selection in consumer staples and utilities, a health care overweight and IT underweight proved beneficial. Shutthiphong Chandaeng/iStock via Getty Images Key Takeaways Markets: 2025 marked the third consecutive year of this AI-driven cycle. The market-cap-weighted S&P 500 Index rose 17.9% in the year, while the equal-weighted S&P 500 Index gained just 11.4%.

The Magnificent Seven, this market's nucleus, rose 24.9% in This article was written byFranklin Templeton4.63K FollowersFollowFranklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.