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 |
Blackstone
BX
|
+$404M |
| 2 |
Uber
UBER
|
+$319M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$316M |
| 4 |
Danaher
DHR
|
+$302M |
| 5 |
Honeywell
HON
|
+$281M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$812M |
| 2 |
ULTI
Ultimate Software Group Inc
ULTI
|
+$701M |
| 3 |
AGN
Allergan plc
AGN
|
+$629M |
| 4 |
Humana
HUM
|
+$380M |
| 5 |
Bank of America
BAC
|
+$290M |
Sector Composition
| 1 | Technology | 24.72% |
| 2 | Healthcare | 17.4% |
| 3 | Financials | 12.88% |
| 4 | Industrials | 11.3% |
| 5 | Consumer Discretionary | 10.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Franklin Resources
BEN
$12.9B
| $24M | 0.01% |
690,543
+497,181
| +257% | +$17.3M |
|
752
FMC
FMC
$4.77B
| $24M | 0.01% |
288,955
+118,610
| +70% | +$9.84M |
|
|
TBI
753
Trueblue
TBI
$176M
| $24M | 0.01% |
1,086,268
+160,353
| +17% | +$3.54M |
|
754
Philip Morris
PM
$261B
| $23.7M | 0.01% |
302,449
-58,660
| -16% | -$4.61M |
|
755
American Homes 4 Rent
AMH
$12.8B
| $23.5M | 0.01% |
967,029
+254,014
| +36% | +$6.17M |
|
756
NOV
NOV
$4.94B
| $23.2M | 0.01% |
1,041,943
+477,373
| +85% | +$10.6M |
|
|
MXIM
757
DELISTED
Maxim Integrated Products
MXIM
| $23.1M | 0.01% |
386,629
-79,799
| -17% | -$4.77M |
|
758
Sanofi
SNY
$116B
| $23.1M | 0.01% |
533,087
+14,094
| +3% | +$610K |
|
|
GTYH
759
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
| $22.6M | 0.01% |
3,301,129
-787
| -0% | -$5.39K |
|
760
Illinois Tool Works
ITW
$77.6B
| $22.6M | 0.01% |
149,935
-1,385,278
| -90% | -$209M |
|
761
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $22.5M | 0.01% |
+587,997
| New | +$22.5M |
|
762
Factset
FDS
$14B
| $22.5M | 0.01% |
78,517
+31,529
| +67% | +$9.04M |
|
763
Xerox
XRX
$466M
| $22.4M | 0.01% |
631,888
+564,298
| +835% | +$20M |
|
|
RDFN
764
DELISTED
Redfin
RDFN
| $22.3M | 0.01% |
1,242,350
-391,483
| -24% | -$7.04M |
|
765
Willis Towers Watson
WTW
$33.2B
| $22.3M | 0.01% |
116,311
+43,338
| +59% | +$8.3M |
|
766
UMB Financial
UMBF
$9.24B
| $22.2M | 0.01% |
337,424
+27,381
| +9% | +$1.8M |
|
767
SLM Corp
SLM
$6.05B
| $22.1M | 0.01% |
2,275,297
-12,338
| -0.5% | -$120K |
|
768
Bunge Global
BG
$16.4B
| $22.1M | 0.01% |
396,389
+143,233
| +57% | +$7.98M |
|
769
H&R Block
HRB
$6.98B
| $22.1M | 0.01% |
752,697
-571,399
| -43% | -$16.7M |
|
770
Corteva
CTVA
$49.6B
| $22M | 0.01% |
+745,322
| New | +$22M |
|
|
SEI
771
Solaris Energy Infrastructure, Inc.
SEI
$1.35B
| $21.9M | 0.01% |
1,464,873
-1,937
| -0.1% | -$29K |
|
|
NP
772
DELISTED
Neenah, Inc. Common Stock
NP
| $21.9M | 0.01% |
324,198
-812
| -0.2% | -$54.9K |
|
773
Supernus Pharmaceuticals
SUPN
$2.62B
| $21.9M | 0.01% |
660,520
-10,275
| -2% | -$340K |
|
774
Grifois
GRFS
$6.83B
| $21.8M | 0.01% |
1,034,298
+105,562
| +11% | +$2.23M |
|
775
Analog Devices
ADI
$122B
| $21.8M | 0.01% |
193,513
+69,968
| +57% | +$7.89M |
|