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 |
Oracle
ORCL
|
+$967M |
| 2 |
DoorDash
DASH
|
+$472M |
| 3 |
Amgen
AMGN
|
+$391M |
| 4 |
Amazon
AMZN
|
+$304M |
| 5 |
Applied Materials
AMAT
|
+$260M |
Top Sells
| 1 |
Abbott
ABT
|
+$587M |
| 2 |
Workday
WDAY
|
+$556M |
| 3 |
United Parcel Service
UPS
|
+$458M |
| 4 |
Apple
AAPL
|
+$413M |
| 5 |
Atlassian
TEAM
|
+$383M |
Sector Composition
| 1 | Technology | 32.99% |
| 2 | Healthcare | 19.05% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Financials | 9.7% |
| 5 | Industrials | 9.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
MasTec
MTZ
$14.9B
| $2.78M | ﹤0.01% |
29,856
| – | – |
|
1127
Harley-Davidson
HOG
$3.73B
| $2.78M | ﹤0.01% |
63,506
-73
| -0.1% | -$3.19K |
|
1128
Primoris Services
PRIM
$6.63B
| $2.76M | ﹤0.01% |
64,795
+42,112
| +186% | +$1.79M |
|
1129
Littelfuse
LFUS
$6.72B
| $2.76M | ﹤0.01% |
11,386
-21,112
| -65% | -$5.11M |
|
1130
Tecnoglass
TGLS
$3.46B
| $2.75M | ﹤0.01% |
52,945
-1,646
| -3% | -$85.6K |
|
|
BPMC
1131
DELISTED
Blueprint Medicines
BPMC
| $2.75M | ﹤0.01% |
29,057
-1
| -0% | -$95 |
|
1132
Warner Bros
WBD
$40B
| $2.75M | ﹤0.01% |
314,948
+74,587
| +31% | +$652K |
|
1133
Madison Square Garden
MSGE
$2.06B
| $2.74M | ﹤0.01% |
69,980
+9,192
| +15% | +$360K |
|
1134
Concentrix
CNXC
$3.4B
| $2.74M | ﹤0.01% |
41,435
-704
| -2% | -$46.6K |
|
1135
Takeda Pharmaceutical
TAK
$48.4B
| $2.74M | ﹤0.01% |
197,424
-46,828
| -19% | -$650K |
|
1136
Hubbell
HUBB
$24B
| $2.73M | ﹤0.01% |
6,586
+403
| +7% | +$167K |
|
1137
Post Holdings
POST
$5.76B
| $2.73M | ﹤0.01% |
25,647
-8
| -0% | -$850 |
|
1138
PPL Corp
PPL
$26.6B
| $2.72M | ﹤0.01% |
98,663
+10
| +0% | +$275 |
|
1139
DT Midstream
DTM
$10.9B
| $2.71M | ﹤0.01% |
44,408
+2
| +0% | +$122 |
|
1140
New Fortress Energy
NFE
$387M
| $2.71M | ﹤0.01% |
88,668
+57,823
| +187% | +$1.77M |
|
1141
Abercrombie & Fitch
ANF
$4.44B
| $2.71M | ﹤0.01% |
21,637
-1
| -0% | -$125 |
|
1142
Coterra Energy
CTRA
$18.6B
| $2.71M | ﹤0.01% |
97,076
+11
| +0% | +$307 |
|
1143
Casella Waste Systems
CWST
$5.89B
| $2.7M | ﹤0.01% |
27,345
-1
| -0% | -$99 |
|
1144
Healthcare Realty
HR
$6.44B
| $2.7M | ﹤0.01% |
190,964
+2
| +0% | +$28 |
|
1145
Cenovus Energy
CVE
$30.4B
| $2.69M | ﹤0.01% |
134,165
-2,285
| -2% | -$45.7K |
|
1146
Element Solutions
ESI
$6.37B
| $2.68M | ﹤0.01% |
107,334
+3
| +0% | +$75 |
|
1147
Omnicom Group
OMC
$15.1B
| $2.68M | ﹤0.01% |
27,663
-699
| -2% | -$67.6K |
|
1148
Synovus
SNV
$7.19B
| $2.67M | ﹤0.01% |
66,764
-189,119
| -74% | -$7.57M |
|
1149
Noble Corp
NE
$4.85B
| $2.67M | ﹤0.01% |
55,112
+17
| +0% | +$824 |
|
1150
Brown & Brown
BRO
$31.1B
| $2.66M | ﹤0.01% |
30,429
-593
| -2% | -$51.9K |
|