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 |
Broadcom
AVGO
|
$872M |
| 2 |
Microsoft
MSFT
|
$324M |
| 3 |
Intuit
INTU
|
$313M |
| 4 |
PTC
PTC
|
$289M |
| 5 |
Amazon
AMZN
|
$286M |
Top Sells
| 1 |
Linde
LIN
|
$575M |
| 2 |
Booking.com
BKNG
|
$570M |
| 3 |
Meta Platforms (Facebook)
META
|
$538M |
| 4 |
NVIDIA
NVDA
|
$455M |
| 5 |
Salesforce
CRM
|
$401M |
Sector Composition
| 1 | Technology | 32.54% |
| 2 | Healthcare | 19.02% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 10.66% |
| 5 | Communication Services | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ciena
CIEN
$16.5B
| $49.8M | 0.03% |
808,599
+78,877
| +11% | +$4.85M |
|
377
Vontier
VNT
$6.36B
| $49.6M | 0.03% |
1,511,522
+206,428
| +16% | +$6.77M |
|
378
L3Harris
LHX
$51.1B
| $49.2M | 0.03% |
236,793
-935,645
| -80% | -$194M |
|
|
ANSS
379
DELISTED
Ansys
ANSS
| $49M | 0.03% |
154,495
+132,715
| +609% | +$42.1M |
|
380
LiveRamp
RAMP
$1.86B
| $48.9M | 0.03% |
1,857,015
+58,817
| +3% | +$1.55M |
|
381
Alnylam Pharmaceuticals
ALNY
$59.5B
| $48.8M | 0.03% |
181,649
-28,431
| -14% | -$7.63M |
|
382
Criteo
CRTO
$1.22B
| $48.8M | 0.03% |
1,392,302
-21,318
| -2% | -$746K |
|
383
NewAmsterdam Pharma
NAMS
$3.03B
| $47.9M | 0.03% |
2,199,633
+462,856
| +27% | +$10.1M |
|
384
Dream Finders Homes
DFH
$2.86B
| $47.7M | 0.03% |
2,103,272
+38,282
| +2% | +$869K |
|
385
Deutsche Bank
DB
$67.8B
| $47.7M | 0.03% |
1,988,547
-45,246
| -2% | -$1.08M |
|
386
Fabrinet
FN
$13.2B
| $47.4M | 0.03% |
242,151
+81,633
| +51% | +$16M |
|
387
Workday
WDAY
$61.8B
| $47.1M | 0.03% |
197,603
-27,173
| -12% | -$6.48M |
|
388
Wendy's
WEN
$1.98B
| $47M | 0.03% |
3,213,883
+80,051
| +3% | +$1.17M |
|
389
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $46.7M | 0.03% |
713,740
| – | – |
|
390
Sanofi
SNY
$113B
| $46.4M | 0.03% |
830,902
-31,618
| -4% | -$1.77M |
|
391
Ametek
AME
$43.3B
| $46.2M | 0.03% |
271,285
+37,226
| +16% | +$6.34M |
|
392
MakeMyTrip
MMYT
$9.51B
| $46.2M | 0.03% |
445,733
-298
| -0.1% | -$30.9K |
|
393
US Bancorp
USB
$76.1B
| $46.1M | 0.03% |
1,092,277
+264,166
| +32% | +$11.2M |
|
394
Highwoods Properties
HIW
$3.43B
| $46.1M | 0.03% |
1,577,808
+303,365
| +24% | +$8.87M |
|
395
Waste Connections
WCN
$46.1B
| $45.9M | 0.03% |
237,886
-195
| -0.1% | -$37.6K |
|
396
Cytokinetics
CYTK
$6.35B
| $45.7M | 0.03% |
1,057,146
+32,729
| +3% | +$1.41M |
|
397
Halozyme
HALO
$8.7B
| $45.6M | 0.03% |
714,727
+12,642
| +2% | +$807K |
|
398
Monopar Therapeutics
MNPR
$268M
| $45.6M | 0.03% |
1,134,406
+87,507
| +8% | +$3.52M |
|
399
Clarivate
CLVT
$2.94B
| $45.6M | 0.03% |
11,480,178
-498,414
| -4% | -$1.98M |
|
400
Lincoln Electric
LECO
$13.5B
| $45.4M | 0.02% |
238,628
+6,615
| +3% | +$1.26M |
|