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 |
Apple
AAPL
|
$744M |
| 2 |
Merck
MRK
|
$570M |
| 3 |
GoDaddy
GDDY
|
$352M |
| 4 |
CSX Corp
CSX
|
$235M |
| 5 |
Edwards Lifesciences
EW
|
$235M |
Top Sells
| 1 |
DexCom
DXCM
|
$391M |
| 2 |
Biogen
BIIB
|
$382M |
| 3 |
Broadcom
AVGO
|
$353M |
| 4 |
Adobe
ADBE
|
$293M |
| 5 |
Union Pacific
UNP
|
$264M |
Sector Composition
| 1 | Technology | 24.39% |
| 2 | Healthcare | 16.14% |
| 3 | Financials | 13.58% |
| 4 | Industrials | 12.84% |
| 5 | Consumer Discretionary | 11.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CASA
1326
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $418K | ﹤0.01% |
28,331
+15,732
| +125% | +$232K |
|
1327
JetBlue
JBLU
$1.85B
| $416K | ﹤0.01% |
21,483
+5,755
| +37% | +$111K |
|
1328
Medifast
MED
$149M
| $413K | ﹤0.01% |
1,862
+412
| +28% | +$91.4K |
|
1329
National Beverage
FIZZ
$3.75B
| $412K | ﹤0.01% |
7,074
+2,192
| +45% | +$128K |
|
|
ORAN
1330
DELISTED
Orange
ORAN
| $411K | ﹤0.01% |
25,880
+123
| +0.5% | +$1.95K |
|
1331
Littelfuse
LFUS
$6.51B
| $410K | ﹤0.01% |
2,071
+501
| +32% | +$99.2K |
|
1332
Howard Hughes
HHH
$4.69B
| $398K | ﹤0.01% |
3,357
-105
| -3% | -$12.4K |
|
|
WW
1333
DELISTED
WW International
WW
| $393K | ﹤0.01% |
5,457
+1,521
| +39% | +$110K |
|
1334
ING
ING
$71B
| $392K | ﹤0.01% |
30,264
+156
| +0.5% | +$2.02K |
|
|
MFGP
1335
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $392K | ﹤0.01% |
17,495
| – | – |
|
1336
United Natural Foods
UNFI
$1.75B
| $391K | ﹤0.01% |
13,050
-297
| -2% | -$8.9K |
|
1337
Brunswick
BC
$4.35B
| $387K | ﹤0.01% |
5,772
+1,749
| +43% | +$117K |
|
1338
Schneider National
SNDR
$4.3B
| $384K | ﹤0.01% |
15,385
+7,347
| +91% | +$183K |
|
|
LOGM
1339
DELISTED
LogMein, Inc.
LOGM
| $382K | ﹤0.01% |
+4,284
| New | +$382K |
|
1340
Essential Utilities
WTRG
$11B
| $373K | ﹤0.01% |
10,100
-2,000
| -17% | -$73.9K |
|
1341
iRobot
IRBT
$102M
| $371K | ﹤0.01% |
+3,379
| New | +$371K |
|
1342
Ciena
CIEN
$16.5B
| $369K | ﹤0.01% |
11,796
+2,757
| +31% | +$86.2K |
|
|
AGR
1343
DELISTED
Avangrid, Inc.
AGR
| $369K | ﹤0.01% |
7,700
| – | – |
|
1344
Prudential
PUK
$33.7B
| $368K | ﹤0.01% |
8,270
+56
| +0.7% | +$2.49K |
|
|
ARNA
1345
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $365K | ﹤0.01% |
7,922
+1,615
| +26% | +$74.4K |
|
1346
Assured Guaranty
AGO
$3.91B
| $363K | ﹤0.01% |
+8,600
| New | +$363K |
|
1347
Floor & Decor
FND
$9.42B
| $362K | ﹤0.01% |
11,992
+6,779
| +130% | +$205K |
|
1348
UFP Industries
UFPI
$6.08B
| $357K | ﹤0.01% |
+10,091
| New | +$357K |
|
1349
Village Super Market
VLGEA
$549M
| $356K | ﹤0.01% |
13,099
-547
| -4% | -$14.9K |
|
1350
Choice Hotels
CHH
$5.41B
| $355K | ﹤0.01% |
+4,260
| New | +$355K |
|