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 |
Broadcom
AVGO
|
+$872M |
| 2 |
Microsoft
MSFT
|
+$324M |
| 3 |
Intuit
INTU
|
+$313M |
| 4 |
PTC
PTC
|
+$289M |
| 5 |
Amazon
AMZN
|
+$286M |
Top Sells
| 1 |
Linde
LIN
|
+$575M |
| 2 |
Booking.com
BKNG
|
+$570M |
| 3 |
Meta Platforms (Facebook)
META
|
+$538M |
| 4 |
NVIDIA
NVDA
|
+$455M |
| 5 |
Salesforce
CRM
|
+$401M |
Sector Composition
| 1 | Technology | 32.54% |
| 2 | Healthcare | 19.02% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 10.66% |
| 5 | Communication Services | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Power Integrations
POWI
$2.56B
| $1.33M | ﹤0.01% |
26,114
| – | – |
|
1477
Cross Country Healthcare
CCRN
$415M
| $1.33M | ﹤0.01% |
88,594
-44,708
| -34% | -$671K |
|
1478
Community Bank
CBU
$3.15B
| $1.33M | ﹤0.01% |
23,412
| – | – |
|
1479
Noble Corp
NE
$4.85B
| $1.32M | ﹤0.01% |
54,734
-10,600
| -16% | -$257K |
|
1480
Iridium Communications
IRDM
$1.95B
| $1.32M | ﹤0.01% |
48,017
-5,711
| -11% | -$157K |
|
1481
Customers Bancorp
CUBI
$2.33B
| $1.32M | ﹤0.01% |
26,238
-1,432
| -5% | -$71.8K |
|
1482
First Hawaiian
FHB
$3.21B
| $1.31M | ﹤0.01% |
53,887
| – | – |
|
1483
Franklin Senior Loan ETF
FLBL
$1.21B
| $1.3M | ﹤0.01% |
54,057
+11,084
| +26% | +$267K |
|
1484
Cogent Communications
CCOI
$1.77B
| $1.3M | ﹤0.01% |
21,111
| – | – |
|
1485
Patterson-UTI
PTEN
$2.14B
| $1.29M | ﹤0.01% |
157,921
-24,100
| -13% | -$198K |
|
1486
Four Corners Property Trust
FCPT
$2.66B
| $1.29M | ﹤0.01% |
45,301
| – | – |
|
1487
Griffon
GFF
$3.72B
| $1.29M | ﹤0.01% |
18,269
| – | – |
|
1488
CRISPR Therapeutics
CRSP
$5.08B
| $1.29M | ﹤0.01% |
34,774
| – | – |
|
1489
Laureate Education
LAUR
$4.28B
| $1.29M | ﹤0.01% |
62,932
| – | – |
|
1490
Parsons
PSN
$8.13B
| $1.28M | ﹤0.01% |
21,616
-116,319
| -84% | -$6.91M |
|
1491
SiTime
SITM
$6.72B
| $1.28M | ﹤0.01% |
8,423
| – | – |
|
1492
Teradata
TDC
$2.04B
| $1.28M | ﹤0.01% |
55,806
+5,692
| +11% | +$131K |
|
1493
First Interstate BancSystem
FIBK
$3.41B
| $1.28M | ﹤0.01% |
44,817
| – | – |
|
|
SWTX
1494
DELISTED
SpringWorks Therapeutics
SWTX
| $1.28M | ﹤0.01% |
27,025
| – | – |
|
1495
Douglas Emmett
DEI
$2.81B
| $1.28M | ﹤0.01% |
79,599
| – | – |
|
1496
New Fortress Energy
NFE
$387M
| $1.28M | ﹤0.01% |
144,725
+26,157
| +22% | +$231K |
|
1497
Coterra Energy
CTRA
$18.6B
| $1.27M | ﹤0.01% |
44,537
-31,141
| -41% | -$891K |
|
1498
ManpowerGroup
MAN
$1.83B
| $1.27M | ﹤0.01% |
21,696
| – | – |
|
1499
SoundHound AI
SOUN
$5.94B
| $1.27M | ﹤0.01% |
149,500
| – | – |
|
|
JNPR
1500
DELISTED
Juniper Networks
JNPR
| $1.27M | ﹤0.01% |
35,134
+1,510
| +4% | +$54.5K |
|