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 |
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
|
$71M |
| 2 |
Comcast
CMCSA
|
$50.3M |
| 3 |
CommScope
COMM
|
$44.5M |
| 4 |
NXP Semiconductors
NXPI
|
$38.5M |
| 5 |
Gilead Sciences
GILD
|
$36.2M |
Top Sells
| 1 |
Cisco
CSCO
|
$73.2M |
| 2 |
Gen Digital
GEN
|
$48.5M |
| 3 |
TripAdvisor
TRIP
|
$47.2M |
| 4 |
SK Telecom
SKM
|
$46.5M |
| 5 |
DuPont de Nemours
DD
|
$46.1M |
Sector Composition
| 1 | Technology | 31.65% |
| 2 | Communication Services | 13.27% |
| 3 | Financials | 10.28% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Healthcare | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Hasbro
HAS
$11.2B
| $916K | 0.01% |
16,480
+2,400
| +17% | +$133K |
|
|
PRE
627
DELISTED
PARTNERRE LTD
PRE
| $916K | 0.01% |
8,854
+1,200
| +16% | +$124K |
|
628
Darden Restaurants
DRI
$24.5B
| $915K | 0.01% |
20,161
+3,020
| +18% | +$137K |
|
629
Expedia Group
EXPE
$26.6B
| $906K | 0.01% |
12,496
+1,665
| +15% | +$121K |
|
630
Nabors Industries
NBR
$560M
| $895K | 0.01% |
726
+108
| +17% | +$133K |
|
631
Marvell Technology
MRVL
$54.6B
| $892K | 0.01% |
56,639
+14,654
| +35% | +$231K |
|
|
DRE
632
DELISTED
Duke Realty Corp.
DRE
| $884K | 0.01% |
52,369
+7,800
| +18% | +$132K |
|
633
MDU Resources
MDU
$3.31B
| $883K | 0.01% |
67,698
+10,256
| +18% | +$134K |
|
|
LM
634
DELISTED
Legg Mason, Inc.
LM
| $875K | 0.01% |
17,839
+2,800
| +19% | +$137K |
|
|
PBCT
635
DELISTED
People's United Financial Inc
PBCT
| $869K | 0.01% |
58,470
+7,400
| +14% | +$110K |
|
|
WLL
636
DELISTED
Whiting Petroleum Corporation
WLL
| $868K | 0.01% |
42
+11
| +35% | +$227K |
|
637
International Flavors & Fragrances
IFF
$16.9B
| $847K | 0.01% |
8,850
-3,452
| -28% | -$330K |
|
|
SCG
638
DELISTED
Scana
SCG
| $832K | 0.01% |
16,212
+204
| +1% | +$10.5K |
|
639
News Corp Class A
NWSA
$16.6B
| $831K | 0.01% |
48,288
+3,942
| +9% | +$67.8K |
|
|
MWV
640
DELISTED
MEADWESTVACO CORP
MWV
| $821K | 0.01% |
21,809
+3,300
| +18% | +$124K |
|
|
FDO
641
DELISTED
FAMILY DOLLAR STORES
FDO
| $820K | 0.01% |
14,134
+783
| +6% | +$45.4K |
|
|
LSI
642
DELISTED
LSI CORPORATION
LSI
| $817K | 0.01% |
73,747
+6,600
| +10% | +$73.1K |
|
643
VeriSign
VRSN
$26.2B
| $814K | 0.01% |
15,108
+2,686
| +22% | +$145K |
|
|
Y
644
DELISTED
Alleghany Corporation
Y
| $810K | 0.01% |
1,990
+110
| +6% | +$44.8K |
|
|
DNR
645
DELISTED
Denbury Resources, Inc.
DNR
| $810K | 0.01% |
49,405
+4,259
| +9% | +$69.8K |
|
646
D.R. Horton
DHI
$54.2B
| $803K | 0.01% |
37,080
+5,200
| +16% | +$113K |
|
647
Rayonier
RYN
$4.12B
| $803K | 0.01% |
24,629
+3,518
| +17% | +$115K |
|
648
Alliant Energy
LNT
$16.6B
| $798K | 0.01% |
28,106
+4,000
| +17% | +$114K |
|
649
AGCO
AGCO
$8.28B
| $792K | 0.01% |
14,353
+3,500
| +32% | +$193K |
|
650
Pinnacle West Capital
PNW
$10.6B
| $791K | 0.01% |
14,468
+2,100
| +17% | +$115K |
|