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 | |
|---|---|---|---|---|---|---|
651
Novanta
NOVT
$4.14B
| $29.3M | 0.01% |
206,103
-30,526
| -13% | -$4.34M |
|
652
Fortune Brands Innovations
FBIN
$7.05B
| $29.3M | 0.01% |
461,105
+242,756
| +111% | +$15.4M |
|
|
PGTI
653
DELISTED
PGT, Inc.
PGTI
| $29.2M | 0.01% |
1,625,065
-40,352
| -2% | -$726K |
|
654
Marcus & Millichap
MMI
$1.26B
| $29.2M | 0.01% |
554,432
+5,145
| +0.9% | +$271K |
|
655
Albemarle
ALB
$8.63B
| $29.2M | 0.01% |
132,017
+69,840
| +112% | +$15.4M |
|
|
SLGC
656
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $29.2M | 0.01% |
3,638,213
-66,077
| -2% | -$530K |
|
657
Halozyme
HALO
$8.87B
| $29.1M | 0.01% |
729,775
+58,204
| +9% | +$2.32M |
|
658
LKQ Corp
LKQ
$8.26B
| $29.1M | 0.01% |
639,793
-102,101
| -14% | -$4.64M |
|
659
PACCAR
PCAR
$51.8B
| $29M | 0.01% |
494,190
-530,160
| -52% | -$31.1M |
|
660
Manulife Financial
MFC
$52.4B
| $28.8M | 0.01% |
1,350,124
-4,957,276
| -79% | -$106M |
|
661
Eaton
ETN
$141B
| $28.6M | 0.01% |
188,779
+58,880
| +45% | +$8.93M |
|
662
United Rentals
URI
$60.8B
| $28.4M | 0.01% |
80,052
+57,799
| +260% | +$20.5M |
|
663
Sanofi
SNY
$115B
| $28.4M | 0.01% |
553,496
+18,453
| +3% | +$947K |
|
664
Dominion Energy
D
$50.7B
| $28.3M | 0.01% |
333,386
-33,507
| -9% | -$2.85M |
|
665
ScottsMiracle-Gro
SMG
$3.5B
| $28.2M | 0.01% |
229,684
+111,915
| +95% | +$13.8M |
|
666
Western Digital
WDC
$33B
| $28.2M | 0.01% |
752,028
-682,955
| -48% | -$25.6M |
|
667
Ventyx Biosciences
VTYX
$169M
| $28.2M | 0.01% |
2,133,854
-32,678
| -2% | -$432K |
|
668
The Bancorp
TBBK
$3.5B
| $28.2M | 0.01% |
994,390
-11,235
| -1% | -$318K |
|
|
DOOR
669
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $28M | 0.01% |
315,188
+122,428
| +64% | +$10.9M |
|
670
KKR & Co
KKR
$124B
| $28M | 0.01% |
478,795
-303,290
| -39% | -$17.7M |
|
671
Duke Energy
DUK
$94.4B
| $27.9M | 0.01% |
249,708
+6,497
| +3% | +$726K |
|
672
Zscaler
ZS
$43.4B
| $27.8M | 0.01% |
115,110
-51,597
| -31% | -$12.4M |
|
673
Autoliv
ALV
$9.63B
| $27.4M | 0.01% |
358,531
+15,527
| +5% | +$1.19M |
|
674
Hain Celestial
HAIN
$176M
| $27.3M | 0.01% |
793,672
-4,520
| -0.6% | -$155K |
|
675
Lear
LEA
$5.76B
| $27.3M | 0.01% |
191,467
+34,976
| +22% | +$4.99M |
|