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 |
Microsoft
MSFT
|
+$7.54B |
| 2 |
Apple
AAPL
|
+$5.11B |
| 3 |
Amazon
AMZN
|
+$2.93B |
| 4 |
UnitedHealth
UNH
|
+$2.83B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.75B |
Top Sells
| 1 |
ZEN
ZENDESK INC
ZEN
|
+$330M |
| 2 |
Snap
SNAP
|
+$321M |
| 3 |
Twilio
TWLO
|
+$309M |
| 4 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
+$156M |
| 5 |
AVLR
Avalara, Inc.
AVLR
|
+$154M |
Sector Composition
| 1 | Technology | 29.71% |
| 2 | Healthcare | 21.23% |
| 3 | Financials | 11.2% |
| 4 | Consumer Discretionary | 10.46% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
AST SpaceMobile
ASTS
$10.1B
| $25.5M | 0.01% |
3,536,146
+1,768,305
| +100% | +$12.8M |
|
|
ESMT
627
DELISTED
EngageSmart, Inc.
ESMT
| $25.3M | 0.01% |
1,222,108
+610,222
| +100% | +$12.6M |
|
628
Johnson Controls International
JCI
$70.5B
| $25.2M | 0.01% |
511,446
+382,969
| +298% | +$18.9M |
|
|
FTCH
629
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $24.9M | 0.01% |
3,339,690
+894,820
| +37% | +$6.67M |
|
630
CarParts.com
PRTS
$47.5M
| $24.9M | 0.01% |
4,810,294
+2,287,301
| +91% | +$11.8M |
|
631
Truist Financial
TFC
$58.2B
| $24.8M | 0.01% |
569,098
+404,400
| +246% | +$17.6M |
|
632
Owens & Minor
OMI
$423M
| $24.8M | 0.01% |
1,028,064
+1,013,869
| +7,142% | +$24.4M |
|
633
Scotiabank
BNS
$79.4B
| $24.7M | 0.01% |
517,194
+368,084
| +247% | +$17.6M |
|
634
Manchester United
MANU
$2.81B
| $24.7M | 0.01% |
1,859,594
+821,812
| +79% | +$10.9M |
|
635
Kornit Digital
KRNT
$662M
| $24.4M | 0.01% |
916,794
+732,706
| +398% | +$19.5M |
|
636
Burford Capital
BUR
$2.73B
| $24.1M | 0.01% |
3,243,386
+1,596,785
| +97% | +$11.9M |
|
637
Montrose Environmental
MEG
$1.02B
| $24.1M | 0.01% |
714,852
+357,412
| +100% | +$12M |
|
638
PayPal
PYPL
$62.7B
| $23.6M | 0.01% |
274,310
+123,940
| +82% | +$10.7M |
|
|
CNTA
639
Centessa Pharmaceuticals
CNTA
$3.04B
| $23.6M | 0.01% |
5,889,912
+2,461,392
| +72% | +$9.85M |
|
640
Netflix
NFLX
$530B
| $23.5M | 0.01% |
99,934
+45,230
| +83% | +$10.6M |
|
641
General Motors
GM
$54.6B
| $23.4M | 0.01% |
726,764
+358,817
| +98% | +$11.5M |
|
642
IBM
IBM
$239B
| $23.1M | 0.01% |
194,750
+27,337
| +16% | +$3.25M |
|
643
CoreCard
CCRD
$208M
| $23M | 0.01% |
1,056,020
+520,926
| +97% | +$11.3M |
|
644
Enbridge
ENB
$106B
| $22.9M | 0.01% |
616,002
+240,226
| +64% | +$8.95M |
|
|
CVII
645
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
| $22.9M | 0.01% |
2,331,770
+1,955,950
| +520% | +$19.2M |
|
|
TBCP
646
DELISTED
Thunder Bridge Capital Partners III Inc. Class A Common Stock
TBCP
| $22.8M | 0.01% |
2,318,140
+2,217,888
| +2,212% | +$21.8M |
|
647
OneMain Financial
OMF
$7.22B
| $22.7M | 0.01% |
769,214
-2,391,377
| -76% | -$70.6M |
|
648
Surmodics
SRDX
$459M
| $22.6M | 0.01% |
743,908
+335,835
| +82% | +$10.2M |
|
649
AT&T
T
$209B
| $22.6M | 0.01% |
1,470,598
+659,041
| +81% | +$10.1M |
|
650
Artisan Partners
APAM
$3.27B
| $22.4M | 0.01% |
831,508
+804,895
| +3,024% | +$21.7M |
|