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 |
Broadcom
AVGO
|
+$784M |
| 2 |
Amgen
AMGN
|
+$695M |
| 3 |
Eli Lilly
LLY
|
+$512M |
| 4 |
Apple
AAPL
|
+$485M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$471M |
Top Sells
| 1 |
Adobe
ADBE
|
+$935M |
| 2 |
NVIDIA
NVDA
|
+$837M |
| 3 |
TJX Companies
TJX
|
+$533M |
| 4 |
CTLT
CATALENT, INC.
CTLT
|
+$364M |
| 5 |
Starbucks
SBUX
|
+$357M |
Sector Composition
| 1 | Technology | 35.94% |
| 2 | Healthcare | 18.89% |
| 3 | Consumer Discretionary | 9.38% |
| 4 | Financials | 9.11% |
| 5 | Industrials | 8.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Mueller Industries
MLI
$10.9B
| $7.39M | ﹤0.01% |
129,690
+18,977
| +17% | +$1.08M |
|
727
Wingstop
WING
$7.67B
| $7.32M | ﹤0.01% |
17,319
+877
| +5% | +$370K |
|
728
Skye Bioscience
SKYE
$132M
| $7.29M | ﹤0.01% |
+905,650
| New | +$7.29M |
|
729
e.l.f. Beauty
ELF
$7.83B
| $7.2M | ﹤0.01% |
34,103
+7,160
| +27% | +$1.51M |
|
730
TopBuild
BLD
$12B
| $7.2M | ﹤0.01% |
18,663
+950
| +5% | +$366K |
|
731
Franklin Electric
FELE
$4.31B
| $7.16M | ﹤0.01% |
74,385
+20,745
| +39% | +$2M |
|
732
Enterprise Financial Services Corp
EFSC
$2.27B
| $7.14M | ﹤0.01% |
174,576
-104,323
| -37% | -$4.27M |
|
733
DoubleVerify
DV
$2.28B
| $7.13M | ﹤0.01% |
366,035
-30,076
| -8% | -$586K |
|
734
Paychex
PAYX
$48.7B
| $7.11M | ﹤0.01% |
59,950
+8,542
| +17% | +$1.01M |
|
735
Edison International
EIX
$21.6B
| $7.1M | ﹤0.01% |
98,965
-70,777
| -42% | -$5.08M |
|
736
Leonardo DRS
DRS
$11.1B
| $7.1M | ﹤0.01% |
278,258
+237,062
| +575% | +$6.05M |
|
737
Enbridge
ENB
$106B
| $7.08M | ﹤0.01% |
199,064
-16,565
| -8% | -$589K |
|
738
FLEX LNG
FLNG
$1.38B
| $7.04M | ﹤0.01% |
254,827
-152
| -0.1% | -$4.2K |
|
739
NetApp
NTAP
$25B
| $7.04M | ﹤0.01% |
54,649
-1,789
| -3% | -$230K |
|
740
Public Service Enterprise Group
PEG
$40.9B
| $7.02M | ﹤0.01% |
95,218
+20,397
| +27% | +$1.5M |
|
741
Phillips 66
PSX
$53.6B
| $7.01M | ﹤0.01% |
49,650
-14,678
| -23% | -$2.07M |
|
742
Tencent Music
TME
$39.5B
| $6.72M | ﹤0.01% |
+478,550
| New | +$6.72M |
|
743
Dycom Industries
DY
$7.49B
| $6.72M | ﹤0.01% |
39,809
+2,974
| +8% | +$502K |
|
744
Philip Morris
PM
$261B
| $6.69M | ﹤0.01% |
66,043
-65,986
| -50% | -$6.69M |
|
745
Denison Mines
DNN
$2.18B
| $6.65M | ﹤0.01% |
3,316,519
-1,610,690
| -33% | -$3.23M |
|
746
UFP Technologies
UFPT
$1.55B
| $6.65M | ﹤0.01% |
25,198
-836
| -3% | -$221K |
|
747
Norfolk Southern
NSC
$61.5B
| $6.55M | ﹤0.01% |
30,561
-5
| -0% | -$1.07K |
|
748
PACCAR
PCAR
$53.4B
| $6.55M | ﹤0.01% |
63,611
-4,577
| -7% | -$471K |
|
|
SWN
749
DELISTED
Southwestern Energy Company
SWN
| $6.52M | ﹤0.01% |
969,743
-5,602
| -0.6% | -$37.7K |
|
750
Scotiabank
BNS
$79.9B
| $6.52M | ﹤0.01% |
142,549
-1,300
| -0.9% | -$59.4K |
|