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 | |
|---|---|---|---|---|---|---|
1626
SiTime
SITM
$6.72B
| $998K | ﹤0.01% |
7,021
+3,856
| +122% | +$548K |
|
1627
ZipRecruiter
ZIP
$430M
| $996K | ﹤0.01% |
+62,505
| New | +$996K |
|
1628
Kennedy-Wilson Holdings
KW
$1.25B
| $994K | ﹤0.01% |
59,962
+37,603
| +168% | +$624K |
|
1629
GitLab
GTLB
$8.3B
| $994K | ﹤0.01% |
28,997
+12,982
| +81% | +$445K |
|
1630
Douglas Emmett
DEI
$2.81B
| $994K | ﹤0.01% |
80,698
+42,088
| +109% | +$518K |
|
1631
Edgewell Personal Care
EPC
$1.02B
| $992K | ﹤0.01% |
23,388
+14,908
| +176% | +$632K |
|
1632
Mirum Pharmaceuticals
MIRM
$3.82B
| $991K | ﹤0.01% |
+41,284
| New | +$991K |
|
|
SIX
1633
DELISTED
Six Flags Entertainment Corp.
SIX
| $988K | ﹤0.01% |
37,009
+24,758
| +202% | +$661K |
|
1634
Mueller Water Products
MWA
$3.98B
| $986K | ﹤0.01% |
70,818
+37,555
| +113% | +$523K |
|
1635
Extreme Networks
EXTR
$3.02B
| $986K | ﹤0.01% |
51,589
+26,409
| +105% | +$505K |
|
|
ITOS
1636
DELISTED
iTeos Therapeutics
ITOS
| $983K | ﹤0.01% |
72,246
+27,586
| +62% | +$375K |
|
1637
Masimo
MASI
$7.94B
| $981K | ﹤0.01% |
5,315
-13
| -0.2% | -$2.4K |
|
1638
TG Therapeutics
TGTX
$5.15B
| $981K | ﹤0.01% |
65,215
+41,296
| +173% | +$621K |
|
1639
InterDigital
IDCC
$8.38B
| $979K | ﹤0.01% |
13,441
+7,182
| +115% | +$523K |
|
|
AXNX
1640
DELISTED
Axonics, Inc. Common Stock
AXNX
| $978K | ﹤0.01% |
17,931
+9,423
| +111% | +$514K |
|
1641
Robert Half
RHI
$3.7B
| $975K | ﹤0.01% |
12,100
+3,317
| +38% | +$267K |
|
1642
Open Text
OTEX
$8.96B
| $975K | ﹤0.01% |
25,300
| – | – |
|
1643
Yelp
YELP
$2B
| $975K | ﹤0.01% |
31,756
+16,764
| +112% | +$515K |
|
1644
Denali Therapeutics
DNLI
$2.17B
| $972K | ﹤0.01% |
42,168
+26,279
| +165% | +$606K |
|
|
SKE
1645
Skeena Resources
SKE
$2.01B
| $969K | ﹤0.01% |
158,435
+33,225
| +27% | +$203K |
|
1646
First Bancorp
FBP
$3.54B
| $969K | ﹤0.01% |
84,878
+47,640
| +128% | +$544K |
|
|
PGTI
1647
DELISTED
PGT, Inc.
PGTI
| $964K | ﹤0.01% |
38,402
+26,434
| +221% | +$663K |
|
1648
Four Corners Property Trust
FCPT
$2.66B
| $962K | ﹤0.01% |
35,837
+19,553
| +120% | +$525K |
|
1649
StepStone Group
STEP
$4.99B
| $961K | ﹤0.01% |
39,610
+22,304
| +129% | +$541K |
|
1650
Gaming and Leisure Properties
GLPI
$13.7B
| $961K | ﹤0.01% |
18,449
+37
| +0.2% | +$1.93K |
|