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 | |
|---|---|---|---|---|---|---|
976
BorgWarner
BWA
$9.34B
| $8.13M | ﹤0.01% |
220,018
+101,959
| +86% | +$3.77M |
|
977
Helmerich & Payne
HP
$2.07B
| $8.04M | ﹤0.01% |
158,736
-39,394
| -20% | -$1.99M |
|
|
VER
978
DELISTED
VEREIT, Inc.
VER
| $8.02M | ﹤0.01% |
178,061
-165,704
| -48% | -$7.46M |
|
979
Loews
L
$19.9B
| $7.94M | ﹤0.01% |
145,219
+24,432
| +20% | +$1.34M |
|
980
MGM Resorts International
MGM
$9.79B
| $7.93M | ﹤0.01% |
277,478
+56,363
| +25% | +$1.61M |
|
981
Pembina Pipeline
PBA
$22.5B
| $7.9M | ﹤0.01% |
212,018
+1,765
| +0.8% | +$65.8K |
|
982
International Paper
IP
$24.5B
| $7.87M | ﹤0.01% |
191,835
+34,144
| +22% | +$1.4M |
|
983
ATI
ATI
$10.5B
| $7.79M | ﹤0.01% |
+309,109
| New | +$7.79M |
|
984
ManpowerGroup
MAN
$1.75B
| $7.78M | ﹤0.01% |
80,526
+61,881
| +332% | +$5.98M |
|
985
Fidelity National Financial
FNF
$16.2B
| $7.73M | ﹤0.01% |
199,612
-50,823
| -20% | -$1.97M |
|
986
Cardinal Health
CAH
$35.6B
| $7.71M | ﹤0.01% |
163,647
+34,538
| +27% | +$1.63M |
|
987
Televisa
TV
$1.48B
| $7.69M | ﹤0.01% |
911,495
+1,932
| +0.2% | +$16.3K |
|
988
D.R. Horton
DHI
$52.5B
| $7.69M | ﹤0.01% |
178,226
+14,294
| +9% | +$617K |
|
|
TRCO
989
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $7.67M | ﹤0.01% |
165,858
+13,523
| +9% | +$625K |
|
|
SJR
990
DELISTED
Shaw Communications Inc.
SJR
| $7.65M | ﹤0.01% |
374,299
+1
| +0% | +$20 |
|
991
Campbell Soup
CPB
$9.98B
| $7.48M | ﹤0.01% |
186,755
-110,042
| -37% | -$4.41M |
|
992
Hubbell
HUBB
$23.5B
| $7.47M | ﹤0.01% |
+57,307
| New | +$7.47M |
|
|
PARA
993
DELISTED
Paramount Global Class B
PARA
| $7.38M | ﹤0.01% |
147,862
+29,308
| +25% | +$1.46M |
|
994
Jacobs Solutions
J
$17.3B
| $7.35M | ﹤0.01% |
105,231
+52,349
| +99% | +$3.65M |
|
995
Newell Brands
NWL
$2.54B
| $7.33M | ﹤0.01% |
475,472
+237,068
| +99% | +$3.66M |
|
|
SFE
996
DELISTED
Safeguard Scientifics, Inc.
SFE
| $7.24M | ﹤0.01% |
600,355
+126,008
| +27% | +$1.52M |
|
|
LSI
997
DELISTED
Life Storage, Inc.
LSI
| $7.22M | ﹤0.01% |
113,879
-63,535
| -36% | -$4.03M |
|
998
Molina Healthcare
MOH
$9.71B
| $7.19M | ﹤0.01% |
50,220
-111,091
| -69% | -$15.9M |
|
|
ZNGA
999
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $7.12M | ﹤0.01% |
1,161,665
+600,839
| +107% | +$3.68M |
|
1000
Allison Transmission
ALSN
$7.41B
| $6.93M | ﹤0.01% |
149,538
+8,116
| +6% | +$376K |
|