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 |
Eli Lilly
LLY
|
+$534M |
| 2 |
Amazon
AMZN
|
+$432M |
| 3 |
Abbott
ABT
|
+$420M |
| 4 |
Adobe
ADBE
|
+$365M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$277M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$472M |
| 2 |
Bank of America
BAC
|
+$426M |
| 3 |
TE Connectivity
TEL
|
+$399M |
| 4 |
Atlassian
TEAM
|
+$364M |
| 5 |
Goldman Sachs
GS
|
+$348M |
Sector Composition
| 1 | Technology | 32.59% |
| 2 | Healthcare | 19.51% |
| 3 | Consumer Discretionary | 9.8% |
| 4 | Financials | 9.76% |
| 5 | Industrials | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Open Lending Corp
LPRO
$261M
| $988K | ﹤0.01% |
116,072
+7,758
| +7% | +$66K |
|
|
HTO
1627
H2O America Common Stock
HTO
$1.74B
| $987K | ﹤0.01% |
15,097
-22
| -0.1% | -$1.44K |
|
1628
Trinity Industries
TRN
$2.32B
| $984K | ﹤0.01% |
37,032
-65
| -0.2% | -$1.73K |
|
1629
Rogers Communications
RCI
$19.3B
| $984K | ﹤0.01% |
20,910
-6,100
| -23% | -$287K |
|
1630
Treehouse Foods
THS
$898M
| $983K | ﹤0.01% |
23,696
-50
| -0.2% | -$2.07K |
|
1631
HEICO
HEI
$44.7B
| $978K | ﹤0.01% |
5,469
-33
| -0.6% | -$5.9K |
|
1632
Hasbro
HAS
$11.1B
| $974K | ﹤0.01% |
19,081
-1,465
| -7% | -$74.8K |
|
1633
Coursera
COUR
$1.75B
| $971K | ﹤0.01% |
50,141
-65
| -0.1% | -$1.26K |
|
1634
Olympic Steel
ZEUS
$371M
| $969K | ﹤0.01% |
14,525
+8,967
| +161% | +$598K |
|
1635
ODP
ODP
$644M
| $968K | ﹤0.01% |
17,184
-45
| -0.3% | -$2.53K |
|
1636
Clearfield
CLFD
$478M
| $964K | ﹤0.01% |
33,164
+9,675
| +41% | +$281K |
|
1637
United Parks & Resorts
PRKS
$2.81B
| $960K | ﹤0.01% |
18,170
-24
| -0.1% | -$1.27K |
|
1638
Kimball Electronics
KE
$738M
| $959K | ﹤0.01% |
35,585
+6,808
| +24% | +$184K |
|
1639
XPEL
XPEL
$1.01B
| $959K | ﹤0.01% |
17,796
+1,094
| +7% | +$58.9K |
|
1640
Franklin Resources
BEN
$12.9B
| $959K | ﹤0.01% |
32,182
-222
| -0.7% | -$6.61K |
|
1641
Robert Half
RHI
$3.64B
| $958K | ﹤0.01% |
10,889
-88
| -0.8% | -$7.74K |
|
1642
Fastly
FSLY
$1.14B
| $957K | ﹤0.01% |
53,768
-78
| -0.1% | -$1.39K |
|
1643
Hess Midstream
HESM
$5.17B
| $957K | ﹤0.01% |
30,280
+15
| +0% | +$474 |
|
1644
CareTrust REIT
CTRE
$7.55B
| $956K | ﹤0.01% |
42,745
+29
| +0.1% | +$649 |
|
1645
Towne Bank
TOWN
$2.85B
| $955K | ﹤0.01% |
32,111
-54
| -0.2% | -$1.61K |
|
1646
FMC
FMC
$4.73B
| $955K | ﹤0.01% |
15,144
-151,317
| -91% | -$9.54M |
|
1647
Strategic Education
STRA
$1.99B
| $949K | ﹤0.01% |
10,286
-19
| -0.2% | -$1.75K |
|
1648
TripAdvisor
TRIP
$2.11B
| $949K | ﹤0.01% |
44,058
-88
| -0.2% | -$1.9K |
|
1649
Preformed Line Products
PLPC
$972M
| $947K | ﹤0.01% |
7,066
+564
| +9% | +$75.6K |
|
1650
Urban Edge Properties
UE
$2.67B
| $947K | ﹤0.01% |
51,712
-90
| -0.2% | -$1.65K |
|