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 |
Fidelity National Information Services
FIS
|
+$61.9M |
| 2 |
BRCM
BROADCOM CORP CL-A
BRCM
|
+$54.6M |
| 3 |
Cisco
CSCO
|
+$50.8M |
| 4 |
Lam Research
LRCX
|
+$38.1M |
| 5 |
RAI
Reynolds American Inc
RAI
|
+$32.4M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$91.3M |
| 2 |
Texas Instruments
TXN
|
+$70.9M |
| 3 |
HP
HPQ
|
+$69.7M |
| 4 |
Fiserv
FI
|
+$42M |
| 5 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
+$35.6M |
Sector Composition
| 1 | Technology | 29.19% |
| 2 | Communication Services | 16.31% |
| 3 | Healthcare | 10.93% |
| 4 | Financials | 10.33% |
| 5 | Consumer Discretionary | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
SiriusXM
SIRI
$8.17B
| $1.25M | 0.01% |
+35,651
| New | +$1.25M |
|
552
Cintas
CTAS
$81.4B
| $1.24M | 0.01% |
70,180
| – | – |
|
553
Campbell Soup
CPB
$10.1B
| $1.24M | 0.01% |
28,922
| – | – |
|
|
JWN
554
DELISTED
Nordstrom
JWN
| $1.24M | 0.01% |
18,073
-6,098
| -25% | -$417K |
|
555
Expedia Group
EXPE
$26.9B
| $1.23M | 0.01% |
14,060
| – | – |
|
556
Workday
WDAY
$61.6B
| $1.23M | 0.01% |
14,851
+4,566
| +44% | +$377K |
|
557
Celanese
CE
$4.89B
| $1.22M | 0.01% |
20,915
| – | – |
|
558
Newell Brands
NWL
$2.61B
| $1.22M | 0.01% |
35,552
| – | – |
|
559
American Water Works
AWK
$27.3B
| $1.22M | 0.01% |
25,352
| – | – |
|
560
Equifax
EFX
$31B
| $1.22M | 0.01% |
16,341
| – | – |
|
561
Globe Life
GL
$11.4B
| $1.22M | 0.01% |
23,248
-1
| -0% | -$52 |
|
562
Jacobs Solutions
J
$17.2B
| $1.21M | 0.01% |
30,030
| – | – |
|
|
SPLS
563
DELISTED
Staples Inc
SPLS
| $1.21M | 0.01% |
100,120
| – | – |
|
564
JB Hunt Transport Services
JBHT
$13.6B
| $1.21M | 0.01% |
16,303
| – | – |
|
565
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $1.21M | 0.01% |
+10,000
| New | +$1.21M |
|
|
FDO
566
DELISTED
FAMILY DOLLAR STORES
FDO
| $1.2M | 0.01% |
15,562
| – | – |
|
567
Waters Corp
WAT
$17.9B
| $1.2M | 0.01% |
12,054
| – | – |
|
|
AVNR
568
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $1.19M | 0.01% |
+100,000
| New | +$1.19M |
|
569
CenterPoint Energy
CNP
$24.5B
| $1.19M | 0.01% |
48,557
-13,547
| -22% | -$332K |
|
570
Church & Dwight Co
CHD
$23.1B
| $1.19M | 0.01% |
33,842
| – | – |
|
|
CIT
571
DELISTED
CIT Group Inc.
CIT
| $1.19M | 0.01% |
25,818
| – | – |
|
572
Masco
MAS
$15.4B
| $1.18M | 0.01% |
56,303
| – | – |
|
573
Expeditors International
EXPD
$16.4B
| $1.18M | 0.01% |
29,002
| – | – |
|
574
CMS Energy
CMS
$21.2B
| $1.18M | 0.01% |
39,647
| – | – |
|
|
SWY
575
DELISTED
SAFEWAY INC
SWY
| $1.18M | 0.01% |
34,263
| – | – |
|