Janus Henderson Group Portfolio holdings
Janus Henderson Group, formed in 2017 through the merger of Janus Capital Group (founded 1969) and Henderson Group (founded 1934), is a global asset management firm headquartered in London, managing over $350 billion in assets as of late 2024 for institutional, retail, and high-net-worth clients. With a strong presence in the U.S., Europe, and Asia-Pacific, the firm offers a wide range of investment products, including equities, fixed income, multi-asset, and alternative strategies, often blending active management with research-driven insights. Known for its equity expertise from Janus’s growth-focused heritage and Henderson’s European fixed-income strengths, Janus Henderson serves clients through mutual funds, ETFs, and bespoke portfolios, emphasizing risk-adjusted returns and ESG integration. Led by CEO Ali Dibadj since 2022, the publicly traded firm (NYSE: JHG) continues to refine its strategy amid competitive pressures, maintaining a foothold in key markets worldwide.
Top Buys
| 1 |
Amazon
AMZN
|
+$529M |
| 2 |
Apple
AAPL
|
+$498M |
| 3 |
Procter & Gamble
PG
|
+$497M |
| 4 |
Elanco Animal Health
ELAN
|
+$467M |
| 5 |
AbbVie
ABBV
|
+$397M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$696M |
| 2 |
Intuit
INTU
|
+$535M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$503M |
| 4 |
Intercontinental Exchange
ICE
|
+$459M |
| 5 |
Boeing
BA
|
+$420M |
Sector Composition
| 1 | Technology | 28.58% |
| 2 | Healthcare | 18.93% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Industrials | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Telus
TU
$25.1B
| $66.7M | 0.05% |
4,274,902
-1,805,082
| -30% | -$28.2M |
|
377
Insulet
PODD
$24.6B
| $66.4M | 0.05% |
400,713
+1,568
| +0.4% | +$260K |
|
378
Ciena
CIEN
$16.8B
| $66.1M | 0.05% |
1,661,065
+429,576
| +35% | +$17.1M |
|
379
F5
FFIV
$18.4B
| $66.1M | 0.05% |
619,820
+163,780
| +36% | +$17.5M |
|
|
ALTR
380
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $66M | 0.05% |
2,489,635
+971,153
| +64% | +$25.7M |
|
381
Rhythm Pharmaceuticals
RYTM
$6.63B
| $65.7M | 0.05% |
4,319,033
+13,785
| +0.3% | +$210K |
|
382
Outfront Media
OUT
$3.17B
| $64.9M | 0.04% |
4,894,085
-444,523
| -8% | -$5.9M |
|
|
PFPT
383
DELISTED
Proofpoint, Inc.
PFPT
| $64.7M | 0.04% |
631,527
+16,977
| +3% | +$1.74M |
|
384
Kraft Heinz
KHC
$31.6B
| $64.4M | 0.04% |
2,603,334
+1,399,991
| +116% | +$34.6M |
|
385
Kellanova
K
$27.6B
| $64.2M | 0.04% |
1,140,708
-615,150
| -35% | -$34.6M |
|
386
Fox Class B
FOX
$25.3B
| $64M | 0.04% |
2,797,370
-226,916
| -8% | -$5.19M |
|
387
Invitation Homes
INVH
$18.5B
| $63.9M | 0.04% |
2,987,961
+2,044,658
| +217% | +$43.8M |
|
388
Archer Daniels Midland
ADM
$29.9B
| $63.9M | 0.04% |
1,815,405
+18,874
| +1% | +$664K |
|
389
Ametek
AME
$43.6B
| $63.7M | 0.04% |
884,414
+417,072
| +89% | +$30M |
|
390
Las Vegas Sands
LVS
$37.1B
| $63.4M | 0.04% |
1,493,709
-1,124,266
| -43% | -$47.7M |
|
|
B
391
Barrick Mining Corporation
B
$49.7B
| $63M | 0.04% |
3,463,454
+742,074
| +27% | +$13.5M |
|
392
Acadia Pharmaceuticals
ACAD
$4.28B
| $62.9M | 0.04% |
+1,489,902
| New | +$62.9M |
|
393
Karyopharm Therapeutics
KPTI
$54.2M
| $62.5M | 0.04% |
+216,855
| New | +$62.5M |
|
394
Gates Industrial
GTES
$6.58B
| $62.4M | 0.04% |
8,455,436
-389,430
| -4% | -$2.87M |
|
395
Exelixis
EXEL
$10.1B
| $62.2M | 0.04% |
3,614,091
+3,575,955
| +9,377% | +$61.6M |
|
396
Wendy's
WEN
$1.89B
| $62.1M | 0.04% |
4,173,777
-1,128,595
| -21% | -$16.8M |
|
397
Eversource Energy
ES
$23.3B
| $62M | 0.04% |
792,970
-80,612
| -9% | -$6.31M |
|
398
Rockwell Automation
ROK
$38.8B
| $61.5M | 0.04% |
407,505
+24,920
| +7% | +$3.76M |
|
399
NCR Voyix
VYX
$1.81B
| $61.3M | 0.04% |
5,648,724
-4,817,436
| -46% | -$52.3M |
|
|
ZGNX
400
DELISTED
Zogenix, Inc.
ZGNX
| $61.1M | 0.04% |
2,472,145
+1,981,322
| +404% | +$49M |
|