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 | |
|---|---|---|---|---|---|---|
901
Open Text
OTEX
$8.96B
| $9.22M | ﹤0.01% |
217,301
-27,311
| -11% | -$1.16M |
|
902
NexGen Energy
NXE
$4.5B
| $9.12M | ﹤0.01% |
1,610,299
-3,608,864
| -69% | -$20.4M |
|
|
ABMD
903
DELISTED
Abiomed Inc
ABMD
| $9.08M | ﹤0.01% |
27,425
-25,670
| -48% | -$8.5M |
|
904
NiSource
NI
$19.4B
| $9.07M | ﹤0.01% |
285,167
+128,065
| +82% | +$4.07M |
|
905
Berkshire Hathaway Class A
BRK.A
$1.07T
| $9M | ﹤0.01% |
17
| – | – |
|
|
CNR
906
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $8.97M | ﹤0.01% |
368,931
+358,707
| +3,508% | +$8.73M |
|
907
Day One Biopharmaceuticals
DAWN
$755M
| $8.95M | ﹤0.01% |
902,020
-120,528
| -12% | -$1.2M |
|
908
Franklin Resources
BEN
$12.9B
| $8.93M | ﹤0.01% |
319,826
+191,849
| +150% | +$5.36M |
|
909
Hudbay
HBM
$5.37B
| $8.71M | ﹤0.01% |
1,107,487
-436,392
| -28% | -$3.43M |
|
910
Genuine Parts
GPC
$19.9B
| $8.69M | ﹤0.01% |
68,961
+15,728
| +30% | +$1.98M |
|
911
Royal Caribbean
RCL
$95.1B
| $8.69M | ﹤0.01% |
103,749
+61,354
| +145% | +$5.14M |
|
912
Ameren
AEE
$27.1B
| $8.57M | ﹤0.01% |
91,359
-33,113
| -27% | -$3.1M |
|
|
HMHC
913
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $8.56M | ﹤0.01% |
407,693
+381,885
| +1,480% | +$8.02M |
|
914
Healthpeak Properties
DOC
$12.6B
| $8.5M | ﹤0.01% |
247,713
-415,176
| -63% | -$14.3M |
|
915
Marriott International Class A Common Stock
MAR
$72.7B
| $8.48M | ﹤0.01% |
48,253
+282
| +0.6% | +$49.6K |
|
916
Trade Desk
TTD
$22.1B
| $8.47M | ﹤0.01% |
122,273
-209,183
| -63% | -$14.5M |
|
917
Ubiquiti
UI
$37.1B
| $8.46M | ﹤0.01% |
29,042
-15,310
| -35% | -$4.46M |
|
918
Ecolab
ECL
$78B
| $8.38M | ﹤0.01% |
47,481
+12
| +0% | +$2.12K |
|
|
TIG
919
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $8.31M | ﹤0.01% |
1,772,349
-250,987
| -12% | -$1.18M |
|
920
Markel Group
MKL
$24.8B
| $8.11M | ﹤0.01% |
5,497
-775
| -12% | -$1.14M |
|
921
EPAM Systems
EPAM
$8.79B
| $8.09M | ﹤0.01% |
27,292
-20,708
| -43% | -$6.14M |
|
922
AvidXchange
AVDX
$2.06B
| $8M | ﹤0.01% |
993,173
+279,807
| +39% | +$2.25M |
|
923
Tractor Supply
TSCO
$31.8B
| $7.92M | ﹤0.01% |
169,600
+28,205
| +20% | +$1.32M |
|
924
Element Solutions
ESI
$6.37B
| $7.89M | ﹤0.01% |
360,374
+137,152
| +61% | +$3M |
|
925
Cleveland-Cliffs
CLF
$5.83B
| $7.83M | ﹤0.01% |
243,102
+32,772
| +16% | +$1.06M |
|