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 |
Walt Disney
DIS
|
$1.13B |
| 2 |
UnitedHealth
UNH
|
$379M |
| 3 |
Meta Platforms (Facebook)
META
|
$325M |
| 4 |
Wabtec
WAB
|
$303M |
| 5 |
SAGE
Sage Therapeutics
SAGE
|
$216M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$558M |
| 2 |
Coca-Cola
KO
|
$358M |
| 3 |
ULTI
Ultimate Software Group Inc
ULTI
|
$326M |
| 4 |
ATHN
Athenahealth, Inc.
ATHN
|
$323M |
| 5 |
Starbucks
SBUX
|
$312M |
Sector Composition
| 1 | Technology | 24.08% |
| 2 | Healthcare | 17.92% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 11.01% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LHCG
1226
DELISTED
LHC Group LLC
LHCG
| $588K | ﹤0.01% |
5,308
+955
| +22% | +$106K |
|
1227
Tandem Diabetes Care
TNDM
$850M
| $583K | ﹤0.01% |
9,182
+3,473
| +61% | +$221K |
|
|
BEAT
1228
DELISTED
BioTelemetry, Inc.
BEAT
| $581K | ﹤0.01% |
+9,284
| New | +$581K |
|
1229
Medpace
MEDP
$13.7B
| $578K | ﹤0.01% |
+9,806
| New | +$578K |
|
|
MFGP
1230
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $577K | ﹤0.01% |
18,487
+992
| +6% | +$31K |
|
1231
Diageo
DEO
$61.3B
| $558K | ﹤0.01% |
3,409
| – | – |
|
1232
Eagle Materials
EXP
$7.86B
| $551K | ﹤0.01% |
6,535
+1,168
| +22% | +$98.5K |
|
|
EBIX
1233
DELISTED
Ebix Inc
EBIX
| $547K | ﹤0.01% |
11,073
+688
| +7% | +$34K |
|
|
AMED
1234
DELISTED
Amedisys
AMED
| $543K | ﹤0.01% |
4,404
+54
| +1% | +$6.66K |
|
1235
National Beverage
FIZZ
$3.75B
| $542K | ﹤0.01% |
18,780
+9,930
| +112% | +$287K |
|
1236
TD Synnex
SNX
$12.3B
| $538K | ﹤0.01% |
11,278
+2,512
| +29% | +$120K |
|
1237
Synovus
SNV
$7.15B
| $524K | ﹤0.01% |
15,260
-9,649
| -39% | -$331K |
|
1238
John B. Sanfilippo & Son
JBSS
$749M
| $510K | ﹤0.01% |
7,099
-599
| -8% | -$43K |
|
1239
Roku
ROKU
$14B
| $500K | ﹤0.01% |
+7,749
| New | +$500K |
|
1240
Littelfuse
LFUS
$6.51B
| $496K | ﹤0.01% |
2,720
+564
| +26% | +$103K |
|
1241
Logitech
LOGI
$15.8B
| $492K | ﹤0.01% |
12,548
| – | – |
|
1242
Simpson Manufacturing
SSD
$8.15B
| $482K | ﹤0.01% |
8,126
+433
| +6% | +$25.7K |
|
1243
CareTrust REIT
CTRE
$7.56B
| $479K | ﹤0.01% |
20,428
+5,114
| +33% | +$120K |
|
1244
Lumentum
LITE
$10.4B
| $474K | ﹤0.01% |
+8,378
| New | +$474K |
|
1245
Insight Enterprises
NSIT
$4.02B
| $474K | ﹤0.01% |
+8,610
| New | +$474K |
|
1246
Korn Ferry
KFY
$3.83B
| $460K | ﹤0.01% |
10,271
+722
| +8% | +$32.3K |
|
1247
SPS Commerce
SPSC
$4.19B
| $460K | ﹤0.01% |
+8,668
| New | +$460K |
|
1248
Catheter Precision
VTAK
$3.03M
| $456K | ﹤0.01% |
1
| – | – |
|
1249
Exact Sciences
EXAS
$10.2B
| $449K | ﹤0.01% |
+5,187
| New | +$449K |
|
|
LOGM
1250
DELISTED
LogMein, Inc.
LOGM
| $448K | ﹤0.01% |
+5,598
| New | +$448K |
|