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 |
Microsoft
MSFT
|
+$7.54B |
| 2 |
Apple
AAPL
|
+$5.11B |
| 3 |
Amazon
AMZN
|
+$2.93B |
| 4 |
UnitedHealth
UNH
|
+$2.83B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.75B |
Top Sells
| 1 |
ZEN
ZENDESK INC
ZEN
|
+$330M |
| 2 |
Snap
SNAP
|
+$321M |
| 3 |
Twilio
TWLO
|
+$309M |
| 4 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
+$156M |
| 5 |
AVLR
Avalara, Inc.
AVLR
|
+$154M |
Sector Composition
| 1 | Technology | 29.71% |
| 2 | Healthcare | 21.23% |
| 3 | Financials | 11.2% |
| 4 | Consumer Discretionary | 10.46% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UNVR
1451
DELISTED
Univar Solutions Inc.
UNVR
| $1.46M | ﹤0.01% |
64,116
+32,124
| +100% | +$732K |
|
|
SILV
1452
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $1.46M | ﹤0.01% |
263,206
-469,957
| -64% | -$2.6M |
|
1453
Old National Bancorp
ONB
$8.88B
| $1.45M | ﹤0.01% |
88,366
+28,595
| +48% | +$471K |
|
1454
Cytokinetics
CYTK
$6.12B
| $1.45M | ﹤0.01% |
29,926
+14,984
| +100% | +$726K |
|
1455
Textron
TXT
$14.5B
| $1.45M | ﹤0.01% |
24,892
+12,033
| +94% | +$701K |
|
1456
United Homes Group
UHG
$249M
| $1.45M | ﹤0.01% |
+147,038
| New | +$1.45M |
|
1457
Spectral AI
MDAI
$51.9M
| $1.45M | ﹤0.01% |
+146,948
| New | +$1.45M |
|
1458
National Storage Affiliates Trust
NSA
$2.45B
| $1.45M | ﹤0.01% |
34,804
+19,903
| +134% | +$828K |
|
1459
Boot Barn
BOOT
$5.4B
| $1.44M | ﹤0.01% |
24,640
+12,075
| +96% | +$707K |
|
1460
Sonos
SONO
$1.83B
| $1.44M | ﹤0.01% |
103,596
+50,546
| +95% | +$703K |
|
1461
Targa Resources
TRGP
$35.8B
| $1.44M | ﹤0.01% |
23,744
-16,691
| -41% | -$1.01M |
|
1462
Generac Holdings
GNRC
$10.8B
| $1.43M | ﹤0.01% |
8,045
-280
| -3% | -$49.9K |
|
1463
Premier
PINC
$2.2B
| $1.43M | ﹤0.01% |
42,170
+21,109
| +100% | +$717K |
|
|
PPBI
1464
DELISTED
Pacific Premier Bancorp
PPBI
| $1.43M | ﹤0.01% |
46,080
+15,384
| +50% | +$476K |
|
1465
HubSpot
HUBS
$25.9B
| $1.42M | ﹤0.01% |
5,276
-63
| -1% | -$17K |
|
1466
Snap-on
SNA
$17.4B
| $1.42M | ﹤0.01% |
7,065
+19
| +0.3% | +$3.82K |
|
1467
Hertz
HTZ
$1.99B
| $1.42M | ﹤0.01% |
87,082
+42,513
| +95% | +$693K |
|
1468
Boyd Gaming
BYD
$6.79B
| $1.42M | ﹤0.01% |
29,734
+12,619
| +74% | +$602K |
|
1469
Cirrus Logic
CRUS
$6B
| $1.41M | ﹤0.01% |
20,554
+10,293
| +100% | +$707K |
|
1470
GXO Logistics
GXO
$5.84B
| $1.41M | ﹤0.01% |
40,280
+14,986
| +59% | +$525K |
|
|
SRCL
1471
DELISTED
Stericycle Inc
SRCL
| $1.41M | ﹤0.01% |
33,562
+16,815
| +100% | +$707K |
|
1472
Timken Company
TKR
$5.4B
| $1.41M | ﹤0.01% |
23,862
+10,012
| +72% | +$591K |
|
|
LOKM
1473
DELISTED
Live Oak Mobility Acquisition Corp.
LOKM
| $1.4M | ﹤0.01% |
+142,054
| New | +$1.4M |
|
1474
DigiAsia
FAAS
$12.6M
| $1.4M | ﹤0.01% |
138,240
+69,120
| +100% | +$698K |
|
1475
Intellia Therapeutics
NTLA
$1.23B
| $1.39M | ﹤0.01% |
24,862
+12,425
| +100% | +$696K |
|