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 | |
|---|---|---|---|---|---|---|
1326
Avient
AVNT
$3.3B
| $1.78M | ﹤0.01% |
43,269
+26,629
| +160% | +$1.1M |
|
1327
ArcBest
ARCB
$1.6B
| $1.78M | ﹤0.01% |
19,262
+5,265
| +38% | +$486K |
|
1328
Bunge Global
BG
$16.3B
| $1.77M | ﹤0.01% |
18,577
+4,248
| +30% | +$406K |
|
1329
Ero Copper
ERO
$1.75B
| $1.77M | ﹤0.01% |
100,114
+5,831
| +6% | +$103K |
|
1330
Celsius Holdings
CELH
$14.9B
| $1.76M | ﹤0.01% |
56,916
+32,445
| +133% | +$1M |
|
1331
FirstCash
FCFS
$6.49B
| $1.75M | ﹤0.01% |
18,409
+10,552
| +134% | +$1.01M |
|
|
TXNM
1332
TXNM Energy, Inc.
TXNM
$5.99B
| $1.75M | ﹤0.01% |
36,033
+21,247
| +144% | +$1.03M |
|
1333
Sprouts Farmers Market
SFM
$13.3B
| $1.74M | ﹤0.01% |
49,809
-58,197
| -54% | -$2.04M |
|
1334
Belden
BDC
$5.15B
| $1.74M | ﹤0.01% |
20,078
+14,496
| +260% | +$1.26M |
|
1335
Ormat Technologies
ORA
$5.52B
| $1.74M | ﹤0.01% |
20,540
+13,439
| +189% | +$1.14M |
|
1336
HF Sinclair
DINO
$9.55B
| $1.74M | ﹤0.01% |
+35,963
| New | +$1.74M |
|
1337
Graco
GGG
$14B
| $1.73M | ﹤0.01% |
23,737
-33,134
| -58% | -$2.42M |
|
1338
BridgeBio Pharma
BBIO
$9.81B
| $1.73M | ﹤0.01% |
104,468
+90,640
| +655% | +$1.5M |
|
1339
Premier
PINC
$2.19B
| $1.73M | ﹤0.01% |
53,487
+28,503
| +114% | +$922K |
|
1340
BlackLine
BL
$3.36B
| $1.73M | ﹤0.01% |
25,766
+13,580
| +111% | +$912K |
|
1341
Allegion
ALLE
$15B
| $1.73M | ﹤0.01% |
16,179
+2,681
| +20% | +$286K |
|
|
LTHM
1342
DELISTED
Livent Corporation
LTHM
| $1.72M | ﹤0.01% |
79,185
+42,960
| +119% | +$933K |
|
1343
Rithm Capital
RITM
$6.57B
| $1.72M | ﹤0.01% |
214,777
+112,434
| +110% | +$899K |
|
1344
APi Group
APG
$14.6B
| $1.72M | ﹤0.01% |
114,473
+71,300
| +165% | +$1.07M |
|
1345
MGP Ingredients
MGPI
$594M
| $1.71M | ﹤0.01% |
17,684
+3,313
| +23% | +$320K |
|
1346
Sunrun
RUN
$3.73B
| $1.71M | ﹤0.01% |
84,789
+45,776
| +117% | +$922K |
|
1347
Hilton Grand Vacations
HGV
$3.98B
| $1.71M | ﹤0.01% |
38,440
+21,126
| +122% | +$937K |
|
1348
White Mountains Insurance
WTM
$4.56B
| $1.7M | ﹤0.01% |
1,239
+711
| +135% | +$978K |
|
1349
LCI Industries
LCII
$2.43B
| $1.7M | ﹤0.01% |
15,498
+5,794
| +60% | +$636K |
|
1350
Spire
SR
$4.49B
| $1.7M | ﹤0.01% |
24,241
+15,523
| +178% | +$1.09M |
|