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 |
Alphabet (Google) Class C
GOOG
|
$380M |
| 2 |
Microsoft
MSFT
|
$306M |
| 3 |
Cisco
CSCO
|
$255M |
| 4 |
Apple
AAPL
|
$213M |
| 5 |
Qualcomm
QCOM
|
$176M |
Top Sells
Sector Composition
| 1 | Technology | 28.74% |
| 2 | Communication Services | 11.11% |
| 3 | Financials | 10.74% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Real Estate | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Digital Realty Trust
DLR
$57.2B
| $40.3M | 0.47% |
+671,577
| New | +$40.3M |
|
52
Camden Property Trust
CPT
$12B
| $40.1M | 0.47% |
+578,626
| New | +$40.1M |
|
53
Union Pacific
UNP
$133B
| $39.2M | 0.46% |
+252,087
| New | +$39.2M |
|
54
Corpay
CPAY
$23B
| $38.4M | 0.45% |
+463,459
| New | +$38.4M |
|
55
Corning
GLW
$57.4B
| $38.4M | 0.45% |
+2,656,555
| New | +$38.4M |
|
56
DuPont de Nemours
DD
$32.2B
| $38.3M | 0.45% |
+1,179,724
| New | +$38.3M |
|
57
Western Digital
WDC
$27.9B
| $38.2M | 0.45% |
+606,384
| New | +$38.2M |
|
58
Fiserv
FI
$75.1B
| $36.4M | 0.43% |
+417,277
| New | +$36.4M |
|
|
P
59
DELISTED
Pandora Media Inc
P
| $36.1M | 0.42% |
+1,905,458
| New | +$36.1M |
|
60
SK Telecom
SKM
$8.27B
| $36M | 0.42% |
+1,805,481
| New | +$36M |
|
61
Baidu
BIDU
$32.8B
| $35.6M | 0.42% |
+384,588
| New | +$35.6M |
|
|
NBIS
62
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $35.4M | 0.41% |
+1,260,033
| New | +$35.4M |
|
63
Cencora
COR
$56.5B
| $35.1M | 0.41% |
+637,151
| New | +$35.1M |
|
|
OPEN
64
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $35M | 0.41% |
+547,301
| New | +$35M |
|
65
American Tower
AMT
$95.5B
| $35M | 0.41% |
+485,589
| New | +$35M |
|
66
Essex Property Trust
ESS
$17.4B
| $34.8M | 0.41% |
+218,796
| New | +$34.8M |
|
|
AWAY
67
DELISTED
HOMEAWAY INC COM
AWAY
| $34.3M | 0.4% |
+1,073,388
| New | +$34.3M |
|
68
SL Green Realty
SLG
$4.04B
| $32.6M | 0.38% |
+371,452
| New | +$32.6M |
|
|
SPRD
69
DELISTED
SPREADTRUM COMMUNICATIONS INC ADS (CAYMAN ISLANDS)
SPRD
| $32.3M | 0.38% |
+1,217,840
| New | +$32.3M |
|
70
Mattel
MAT
$5.9B
| $32M | 0.37% |
+701,860
| New | +$32M |
|
71
WEX
WEX
$5.87B
| $31.9M | 0.37% |
+408,274
| New | +$31.9M |
|
72
Kinder Morgan
KMI
$60B
| $31.9M | 0.37% |
+825,565
| New | +$31.9M |
|
|
ABV
73
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
| $31.7M | 0.37% |
+845,004
| New | +$31.7M |
|
74
Nike
NKE
$114B
| $31.7M | 0.37% |
+508,589
| New | +$31.7M |
|
75
HP
HPQ
$26.7B
| $31.3M | 0.37% |
+1,257,110
| New | +$31.3M |
|