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 |
Kellanova
K
|
$54M |
| 2 |
Teva Pharmaceuticals
TEVA
|
$51.7M |
| 3 |
Sensata Technologies
ST
|
$51.4M |
| 4 |
Oracle
ORCL
|
$47.9M |
| 5 |
Philip Morris
PM
|
$44.7M |
Top Sells
| 1 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$61.6M |
| 2 |
Johnson & Johnson
JNJ
|
$53.3M |
| 3 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$45.6M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$45.4M |
| 5 |
Netflix
NFLX
|
$43.4M |
Sector Composition
| 1 | Technology | 27.38% |
| 2 | Communication Services | 13.14% |
| 3 | Healthcare | 13.02% |
| 4 | Financials | 11.18% |
| 5 | Consumer Discretionary | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Amdocs
DOX
$9.31B
| $424K | ﹤0.01% |
7,023
-2,762
| -28% | -$167K |
|
|
FLIR
777
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $421K | ﹤0.01% |
12,797
| – | – |
|
|
DNB
778
DELISTED
Dun & Bradstreet
DNB
| $413K | ﹤0.01% |
4,009
| – | – |
|
779
GameStop
GME
$10B
| $409K | ﹤0.01% |
51,560
-22,676
| -31% | -$180K |
|
|
CBI
780
DELISTED
Chicago Bridge & Iron Nv
CBI
| $409K | ﹤0.01% |
11,167
| – | – |
|
781
Antero Resources
AR
$10B
| $406K | ﹤0.01% |
+16,339
| New | +$406K |
|
782
Sabre
SABR
$679M
| $405K | ﹤0.01% |
14,012
| – | – |
|
783
WPP
WPP
$5.78B
| $405K | ﹤0.01% |
3,477
| – | – |
|
|
GRA
784
DELISTED
W.R. Grace & Co.
GRA
| $404K | ﹤0.01% |
+5,685
| New | +$404K |
|
785
NVR
NVR
$23.2B
| $399K | ﹤0.01% |
231
| – | – |
|
786
NiSource
NI
$18.8B
| $396K | ﹤0.01% |
16,810
| – | – |
|
|
S
787
DELISTED
Sprint Corporation
S
| $390K | ﹤0.01% |
112,177
| – | – |
|
788
Quanta Services
PWR
$56B
| $386K | ﹤0.01% |
17,089
-419,169
| -96% | -$9.47M |
|
789
Brixmor Property Group
BRX
$8.61B
| $380K | ﹤0.01% |
14,821
| – | – |
|
|
SGYP
790
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $372K | ﹤0.01% |
134,925
| – | – |
|
791
DNOW Inc
DNOW
$1.68B
| $367K | ﹤0.01% |
20,750
| – | – |
|
792
Diageo
DEO
$61.1B
| $366K | ﹤0.01% |
3,392
| – | – |
|
|
BT
793
DELISTED
BT Group plc (ADR)
BT
| $364K | ﹤0.01% |
11,358
| – | – |
|
|
PDCO
794
DELISTED
Patterson Companies, Inc.
PDCO
| $363K | ﹤0.01% |
7,806
| – | – |
|
795
ING
ING
$71.7B
| $359K | ﹤0.01% |
30,108
+5,821
| +24% | +$69.4K |
|
796
Vodafone
VOD
$28.3B
| $352K | ﹤0.01% |
11,000
| – | – |
|
797
Fortinet
FTNT
$58.6B
| $351K | ﹤0.01% |
57,235
| – | – |
|
|
IMS
798
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
| $343K | ﹤0.01% |
12,924
| – | – |
|
799
AGCO
AGCO
$8.19B
| $337K | ﹤0.01% |
6,768
| – | – |
|
800
First Solar
FSLR
$21.7B
| $336K | ﹤0.01% |
+4,912
| New | +$336K |
|