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 |
Atlassian
TEAM
|
$437M |
| 2 |
AbbVie
ABBV
|
$380M |
| 3 |
Workday
WDAY
|
$366M |
| 4 |
Synopsys
SNPS
|
$323M |
| 5 |
Advanced Micro Devices
AMD
|
$286M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.71B |
| 2 |
Apple
AAPL
|
$984M |
| 3 |
Boston Scientific
BSX
|
$642M |
| 4 |
Microsoft
MSFT
|
$599M |
| 5 |
Texas Instruments
TXN
|
$491M |
Sector Composition
| 1 | Technology | 31.62% |
| 2 | Healthcare | 18.99% |
| 3 | Consumer Discretionary | 10.82% |
| 4 | Financials | 10.24% |
| 5 | Industrials | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Boston Scientific
BSX
$156B
| $1.18B | 0.57% | 26,752,948 -14,487,434 | -35% | -$642M |
|
27
SS&C Technologies
SSNC
$21.7B
| $1.16B | 0.56% | 15,527,874 -1,113,961 | -7% | -$83.6M |
|
28
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.12B | 0.54% | 401,432 +453 | +0.1% | +$1.26M |
|
29
ASML
ASML
$292B
| $1.1B | 0.53% | 1,644,926 +66,184 | +4% | +$44.2M |
|
30
Ferguson
FERG
$46.4B
| $1.08B | 0.52% | 7,966,604 +188,752 | +2% | +$25.7M |
|
31
Walt Disney
DIS
$213B
| $1.07B | 0.51% | 7,766,931 -1,037,641 | -12% | -$142M |
|
32
Snap
SNAP
$12.1B
| $1.05B | 0.51% | 29,307,553 +3,438,928 | +13% | +$124M |
|
|
33
Advanced Micro Devices
AMD
$264B
| $1.05B | 0.51% | 9,593,627 +2,612,105 | +37% | +$286M |
|
34
Morgan Stanley
MS
$240B
| $1.05B | 0.51% | 12,000,357 -2,036,862 | -15% | -$178M |
|
35
ON Semiconductor
ON
$20.3B
| $1.05B | 0.51% | 16,705,885 -1,444,290 | -8% | -$90.4M |
|
36
American Tower
AMT
$95.5B
| $1.02B | 0.49% | 4,077,847 +796,419 | +24% | +$200M |
|
37
Liberty Media Series C
FWONK
$25B
| $1.01B | 0.49% | 14,443,684 -1,223,894 | -8% | -$85.5M |
|
38
Costco
COST
$418B
| $1B | 0.48% | 1,740,979 -233,379 | -12% | -$134M |
|
39
Thermo Fisher Scientific
TMO
$186B
| $995M | 0.48% | 1,684,648 -154,254 | -8% | -$91.1M |
|
40
CoStar Group
CSGP
$37.9B
| $994M | 0.48% | 14,920,642 +2,814,674 | +23% | +$187M |
|
41
Accenture
ACN
$162B
| $992M | 0.48% | 2,942,832 -423,255 | -13% | -$143M |
|
42
Merck
MRK
$210B
| $981M | 0.47% | 11,957,735 -638,043 | -5% | -$52.4M |
|
|
43
Atlassian
TEAM
$46.6B
| $955M | 0.46% | 3,250,018 +1,486,908 | +84% | +$437M |
|
44
KLA
KLAC
$115B
| $955M | 0.46% | 2,607,611 -650,270 | -20% | -$238M |
|
45
Fidelity National Information Services
FIS
$36.5B
| $937M | 0.45% | 9,325,509 +452,791 | +5% | +$45.5M |
|
46
Abbott
ABT
$231B
| $936M | 0.45% | 7,907,545 -1,241,109 | -14% | -$147M |
|
47
TE Connectivity
TEL
$61B
| $932M | 0.45% | 7,116,395 -48,910 | -0.7% | -$6.41M |
|
48
American Express
AXP
$231B
| $922M | 0.45% | 4,931,447 -964,055 | -16% | -$180M |
|
49
McDonald's
MCD
$224B
| $918M | 0.44% | 3,713,762 -221,366 | -6% | -$54.7M |
|
|
ZEN
50
DELISTED
ZENDESK INC
ZEN
| $899M | 0.43% | 7,477,179 +1,683,950 | +29% | +$203M |
|