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 | |
|---|---|---|---|---|---|---|
|
JWN
1676
DELISTED
Nordstrom
JWN
| $903K | ﹤0.01% |
48,953
-76
| -0.2% | -$1.4K |
|
1677
NovoCure
NVCR
$1.37B
| $902K | ﹤0.01% |
60,398
-125
| -0.2% | -$1.87K |
|
1678
Vericel Corp
VCEL
$1.58B
| $894K | ﹤0.01% |
25,091
-36
| -0.1% | -$1.28K |
|
1679
Bio-Rad Laboratories Class A
BIO
$7.49B
| $890K | ﹤0.01% |
2,753
-16
| -0.6% | -$5.17K |
|
1680
IonQ
IONQ
$13.1B
| $889K | ﹤0.01% |
71,810
+57
| +0.1% | +$706 |
|
1681
Mercury Systems
MRCY
$4.3B
| $889K | ﹤0.01% |
24,320
-44
| -0.2% | -$1.61K |
|
1682
Kennametal
KMT
$1.59B
| $888K | ﹤0.01% |
34,454
-64
| -0.2% | -$1.65K |
|
1683
Construction Partners
ROAD
$6.95B
| $883K | ﹤0.01% |
20,285
-33
| -0.2% | -$1.44K |
|
1684
Delek US
DK
$1.79B
| $882K | ﹤0.01% |
34,186
-5,450
| -14% | -$141K |
|
1685
Outfront Media
OUT
$3.12B
| $882K | ﹤0.01% |
64,148
-97
| -0.2% | -$1.33K |
|
1686
Veeco
VECO
$1.52B
| $881K | ﹤0.01% |
28,404
+2,707
| +11% | +$84K |
|
1687
DiamondRock Hospitality
DRH
$1.72B
| $876K | ﹤0.01% |
93,189
-164
| -0.2% | -$1.54K |
|
1688
Global Net Lease
GNL
$1.81B
| $874K | ﹤0.01% |
87,793
-148
| -0.2% | -$1.47K |
|
1689
nCino
NCNO
$3.47B
| $873K | ﹤0.01% |
25,949
-30
| -0.1% | -$1.01K |
|
1690
St. Joe Company
JOE
$2.91B
| $873K | ﹤0.01% |
14,498
-44
| -0.3% | -$2.65K |
|
1691
Laureate Education
LAUR
$4.09B
| $873K | ﹤0.01% |
63,626
-106
| -0.2% | -$1.45K |
|
1692
Byline Bancorp
BY
$1.32B
| $870K | ﹤0.01% |
36,906
+18,685
| +103% | +$440K |
|
1693
Agilysys
AGYS
$3.03B
| $867K | ﹤0.01% |
10,234
-19
| -0.2% | -$1.61K |
|
1694
InvenTrust Properties
IVT
$2.28B
| $867K | ﹤0.01% |
34,220
-52
| -0.2% | -$1.32K |
|
1695
Huron Consulting
HURN
$2.36B
| $867K | ﹤0.01% |
8,424
-17
| -0.2% | -$1.75K |
|
|
RCM
1696
DELISTED
R1 RCM Inc. Common Stock
RCM
| $865K | ﹤0.01% |
81,766
-14,076
| -15% | -$149K |
|
1697
Arvinas
ARVN
$575M
| $861K | ﹤0.01% |
20,909
-30
| -0.1% | -$1.24K |
|
1698
CleanSpark
CLSK
$2.82B
| $861K | ﹤0.01% |
+78,075
| New | +$861K |
|
1699
WesBanco
WSBC
$3.07B
| $858K | ﹤0.01% |
27,329
-46
| -0.2% | -$1.44K |
|
1700
Talos Energy
TALO
$1.72B
| $856K | ﹤0.01% |
60,141
-133
| -0.2% | -$1.89K |
|