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 |
Linde
LIN
|
+$588M |
| 2 |
Apple
AAPL
|
+$574M |
| 3 |
Illumina
ILMN
|
+$398M |
| 4 |
argenx
ARGX
|
+$306M |
| 5 |
CTLT
CATALENT, INC.
CTLT
|
+$250M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$600M |
| 2 |
AbbVie
ABBV
|
+$323M |
| 3 |
Sherwin-Williams
SHW
|
+$309M |
| 4 |
Atlassian
TEAM
|
+$250M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$241M |
Sector Composition
| 1 | Technology | 31.85% |
| 2 | Healthcare | 19.69% |
| 3 | Industrials | 10.43% |
| 4 | Financials | 10.02% |
| 5 | Consumer Discretionary | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Watts Water Technologies
WTS
$9.4B
| $2.04M | ﹤0.01% |
12,121
-148,923
| -92% | -$25.1M |
|
1252
Incyte
INCY
$16.4B
| $2.04M | ﹤0.01% |
28,189
-37,389
| -57% | -$2.7M |
|
1253
flyExclusive
FLYX
$89.9M
| $2.04M | ﹤0.01% |
200,000
-144
| -0.1% | -$1.47K |
|
1254
Wintrust Financial
WTFC
$9.13B
| $2.03M | ﹤0.01% |
27,836
+16,117
| +138% | +$1.18M |
|
1255
Kadant
KAI
$3.72B
| $2.03M | ﹤0.01% |
9,730
+4,002
| +70% | +$834K |
|
1256
Avnet
AVT
$4.46B
| $2.02M | ﹤0.01% |
44,650
+26,613
| +148% | +$1.2M |
|
1257
Western Union
WU
$2.73B
| $2.02M | ﹤0.01% |
180,875
+122,996
| +213% | +$1.37M |
|
1258
Fluor
FLR
$6.65B
| $2.01M | ﹤0.01% |
65,208
+40,935
| +169% | +$1.26M |
|
1259
Pinterest
PINS
$23.9B
| $2.01M | ﹤0.01% |
73,749
+92
| +0.1% | +$2.51K |
|
|
DEN
1260
DELISTED
Denbury Inc.
DEN
| $2.01M | ﹤0.01% |
22,957
-48,524
| -68% | -$4.25M |
|
1261
Cabot Corp
CBT
$4.26B
| $2.01M | ﹤0.01% |
26,242
+16,345
| +165% | +$1.25M |
|
1262
Boise Cascade
BCC
$3.23B
| $2.01M | ﹤0.01% |
31,728
+9,913
| +45% | +$627K |
|
1263
Seagate
STX
$41.5B
| $2M | ﹤0.01% |
30,310
-13,188
| -30% | -$872K |
|
1264
Popular Inc
BPOP
$8.38B
| $2M | ﹤0.01% |
34,827
+18,672
| +116% | +$1.07M |
|
1265
First Financial Bankshares
FFIN
$5.14B
| $2M | ﹤0.01% |
62,684
+37,918
| +153% | +$1.21M |
|
1266
KB Home
KBH
$4.53B
| $2M | ﹤0.01% |
49,732
+16,987
| +52% | +$682K |
|
1267
Lumentum
LITE
$11.4B
| $2M | ﹤0.01% |
36,945
+23,691
| +179% | +$1.28M |
|
1268
Columbia Banking Systems
COLB
$7.81B
| $1.99M | ﹤0.01% |
+93,026
| New | +$1.99M |
|
1269
Allison Transmission
ALSN
$7.46B
| $1.99M | ﹤0.01% |
43,999
+25,327
| +136% | +$1.15M |
|
1270
Frontier Communications
FYBR
$9.37B
| $1.99M | ﹤0.01% |
87,308
+47,249
| +118% | +$1.08M |
|
1271
ManpowerGroup
MAN
$1.81B
| $1.98M | ﹤0.01% |
24,020
+13,765
| +134% | +$1.14M |
|
1272
Lincoln National
LNC
$8.03B
| $1.98M | ﹤0.01% |
88,158
+32,009
| +57% | +$719K |
|
1273
Knight Transportation
KNX
$6.84B
| $1.96M | ﹤0.01% |
34,695
+1,136
| +3% | +$64.3K |
|
1274
Flowserve
FLS
$7.39B
| $1.96M | ﹤0.01% |
57,709
+31,541
| +121% | +$1.07M |
|
1275
Hawaiian Electric Industries
HE
$2.1B
| $1.96M | ﹤0.01% |
50,989
+31,178
| +157% | +$1.2M |
|