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 |
Eli Lilly
LLY
|
+$534M |
| 2 |
Amazon
AMZN
|
+$432M |
| 3 |
Abbott
ABT
|
+$420M |
| 4 |
Adobe
ADBE
|
+$365M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$277M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$472M |
| 2 |
Bank of America
BAC
|
+$426M |
| 3 |
TE Connectivity
TEL
|
+$399M |
| 4 |
Atlassian
TEAM
|
+$364M |
| 5 |
Goldman Sachs
GS
|
+$348M |
Sector Composition
| 1 | Technology | 32.59% |
| 2 | Healthcare | 19.51% |
| 3 | Consumer Discretionary | 9.8% |
| 4 | Financials | 9.76% |
| 5 | Industrials | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Axcelis
ACLS
$2.71B
| $2.9M | ﹤0.01% |
22,328
+7,508
| +51% | +$974K |
|
1052
Houlihan Lokey
HLI
$14.6B
| $2.89M | ﹤0.01% |
24,121
-40
| -0.2% | -$4.8K |
|
1053
SouthState Bank Corporation
SSB
$10.3B
| $2.89M | ﹤0.01% |
34,213
-58
| -0.2% | -$4.9K |
|
1054
Mohawk Industries
MHK
$8.68B
| $2.89M | ﹤0.01% |
27,911
+23,735
| +568% | +$2.46M |
|
1055
First Solar
FSLR
$21.8B
| $2.88M | ﹤0.01% |
16,726
+3,671
| +28% | +$633K |
|
1056
Fulgent Genetics
FLGT
$681M
| $2.87M | ﹤0.01% |
99,206
-10,751
| -10% | -$311K |
|
1057
Planet Fitness
PLNT
$8.68B
| $2.86M | ﹤0.01% |
39,178
-66
| -0.2% | -$4.82K |
|
1058
Molina Healthcare
MOH
$10.2B
| $2.85M | ﹤0.01% |
7,890
+255
| +3% | +$92.2K |
|
1059
Hexcel
HXL
$4.98B
| $2.84M | ﹤0.01% |
38,489
-68
| -0.2% | -$5.02K |
|
1060
Steel Dynamics
STLD
$19.7B
| $2.81M | ﹤0.01% |
23,819
-1,622
| -6% | -$192K |
|
1061
Genuine Parts
GPC
$19.9B
| $2.81M | ﹤0.01% |
20,304
-13,246
| -39% | -$1.83M |
|
1062
Cross Country Healthcare
CCRN
$415M
| $2.81M | ﹤0.01% |
124,083
-13,802
| -10% | -$313K |
|
1063
SolarEdge
SEDG
$1.75B
| $2.81M | ﹤0.01% |
29,991
+23,190
| +341% | +$2.17M |
|
1064
Capri Holdings
CPRI
$2.6B
| $2.79M | ﹤0.01% |
55,534
-4,885
| -8% | -$245K |
|
1065
Targa Resources
TRGP
$35.6B
| $2.79M | ﹤0.01% |
32,124
+4,922
| +18% | +$428K |
|
1066
TD Synnex
SNX
$12.6B
| $2.78M | ﹤0.01% |
25,813
-181,422
| -88% | -$19.5M |
|
1067
Watts Water Technologies
WTS
$9.47B
| $2.77M | ﹤0.01% |
13,287
-21
| -0.2% | -$4.38K |
|
1068
PTC
PTC
$24.8B
| $2.77M | ﹤0.01% |
15,822
-755
| -5% | -$132K |
|
|
LTC
1069
LTC Properties
LTC
$1.68B
| $2.77M | ﹤0.01% |
86,177
-31
| -0% | -$996 |
|
1070
Inspire Medical Systems
INSP
$2.45B
| $2.77M | ﹤0.01% |
13,602
-21
| -0.2% | -$4.27K |
|
1071
Clorox
CLX
$15.2B
| $2.77M | ﹤0.01% |
19,405
-13,273
| -41% | -$1.89M |
|
1072
ATI
ATI
$10.5B
| $2.76M | ﹤0.01% |
60,806
-104
| -0.2% | -$4.73K |
|
1073
Huntington Bancshares
HBAN
$25.9B
| $2.76M | ﹤0.01% |
217,114
-1,128
| -0.5% | -$14.4K |
|
1074
Builders FirstSource
BLDR
$16.2B
| $2.76M | ﹤0.01% |
16,530
+3,294
| +25% | +$550K |
|
1075
ICICI Bank
IBN
$114B
| $2.76M | ﹤0.01% |
115,580
+366
| +0.3% | +$8.73K |
|