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 |
Fidelity National Information Services
FIS
|
$513M |
| 2 |
Medtronic
MDT
|
$497M |
| 3 |
Apple
AAPL
|
$432M |
| 4 |
L3Harris
LHX
|
$340M |
| 5 |
Danaher
DHR
|
$254M |
Top Sells
| 1 |
Mastercard
MA
|
$427M |
| 2 |
AbbVie
ABBV
|
$387M |
| 3 |
LLL
L3 Technologies, Inc.
LLL
|
$315M |
| 4 |
CoStar Group
CSGP
|
$270M |
| 5 |
Abbott
ABT
|
$258M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Healthcare | 16.13% |
| 3 | Financials | 12.76% |
| 4 | Industrials | 11.55% |
| 5 | Consumer Discretionary | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARNA
1326
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $333K | ﹤0.01% |
7,282
+72
| +1% | +$3.29K |
|
1327
Ichor Holdings
ICHR
$567M
| $332K | ﹤0.01% |
13,734
+1,149
| +9% | +$27.8K |
|
1328
LCI Industries
LCII
$2.56B
| $330K | ﹤0.01% |
3,597
+418
| +13% | +$38.3K |
|
1329
Western Alliance Bancorporation
WAL
$10.1B
| $330K | ﹤0.01% |
7,161
+823
| +13% | +$37.9K |
|
|
VSM
1330
DELISTED
Versum Materials, Inc.
VSM
| $330K | ﹤0.01% |
6,233
-18,225
| -75% | -$965K |
|
1331
Essent Group
ESNT
$6.29B
| $324K | ﹤0.01% |
6,798
+2,060
| +43% | +$98.2K |
|
1332
ASGN Inc
ASGN
$2.3B
| $320K | ﹤0.01% |
5,097
-90
| -2% | -$5.65K |
|
1333
Ameris Bancorp
ABCB
$5.11B
| $318K | ﹤0.01% |
+7,907
| New | +$318K |
|
1334
Aecom
ACM
$16.7B
| $317K | ﹤0.01% |
+8,449
| New | +$317K |
|
1335
ING
ING
$71.7B
| $316K | ﹤0.01% |
30,264
| – | – |
|
1336
JD.com
JD
$43.9B
| $315K | ﹤0.01% |
+11,158
| New | +$315K |
|
1337
Brunswick
BC
$4.28B
| $312K | ﹤0.01% |
5,989
-1,386
| -19% | -$72.2K |
|
1338
Cactus
WHD
$2.97B
| $303K | ﹤0.01% |
10,464
+1,804
| +21% | +$52.2K |
|
1339
American Woodmark
AMWD
$968M
| $299K | ﹤0.01% |
3,361
+106
| +3% | +$9.43K |
|
|
NGHC
1340
DELISTED
National General Holdings Corp
NGHC
| $296K | ﹤0.01% |
12,875
+2,930
| +29% | +$67.4K |
|
1341
Paysign
PAYS
$285M
| $294K | ﹤0.01% |
29,108
+2,546
| +10% | +$25.7K |
|
|
JOYY
1342
JOYY Inc. American Depositary Shares
JOYY
$3.19B
| $290K | ﹤0.01% |
+5,151
| New | +$290K |
|
1343
Addus HomeCare
ADUS
$2.06B
| $284K | ﹤0.01% |
+3,587
| New | +$284K |
|
1344
Atkore
ATKR
$1.96B
| $281K | ﹤0.01% |
9,246
+318
| +4% | +$9.67K |
|
1345
MillerKnoll
MLKN
$1.45B
| $278K | ﹤0.01% |
+6,041
| New | +$278K |
|
1346
Alamo Group
ALG
$2.55B
| $276K | ﹤0.01% |
2,346
+79
| +3% | +$9.29K |
|
1347
LGI Homes
LGIH
$1.51B
| $275K | ﹤0.01% |
3,296
+382
| +13% | +$31.9K |
|
1348
National Healthcare
NHC
$1.78B
| $267K | ﹤0.01% |
+3,267
| New | +$267K |
|
1349
iRhythm Technologies
IRTC
$5.85B
| $266K | ﹤0.01% |
3,585
+81
| +2% | +$6.01K |
|
1350
Houlihan Lokey
HLI
$13.9B
| $262K | ﹤0.01% |
+5,807
| New | +$262K |
|