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 |
Alphabet (Google) Class C
GOOG
|
$6.14B |
| 3 |
Apple
AAPL
|
$5.11B |
| 4 |
Amazon
AMZN
|
$2.93B |
| 5 |
UnitedHealth
UNH
|
$2.83B |
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 | |
|---|---|---|---|---|---|---|
151
Estee Lauder
EL
$32.5B
| $415M | 0.16% |
1,920,054
+731,897
| +62% | +$158M |
|
152
Autodesk
ADSK
$67.4B
| $415M | 0.16% |
2,219,758
+1,172,580
| +112% | +$219M |
|
153
Corning
GLW
$59.1B
| $413M | 0.15% |
14,224,508
+6,754,716
| +90% | +$196M |
|
154
Gildan
GIL
$7.88B
| $404M | 0.15% |
14,280,356
+7,141,447
| +100% | +$202M |
|
155
Avantor
AVTR
$8.84B
| $399M | 0.15% |
20,355,962
+10,122,780
| +99% | +$198M |
|
156
argenx
ARGX
$43.8B
| $397M | 0.15% |
1,124,570
+558,354
| +99% | +$197M |
|
157
Regeneron Pharmaceuticals
REGN
$60.3B
| $393M | 0.15% |
570,546
+415,027
| +267% | +$286M |
|
158
Prologis
PLD
$104B
| $391M | 0.15% |
3,839,418
+2,533,150
| +194% | +$258M |
|
159
Intuit
INTU
$184B
| $387M | 0.15% |
999,806
+439,264
| +78% | +$170M |
|
160
Alliant Energy
LNT
$16.6B
| $386M | 0.14% |
7,287,696
+2,332,213
| +47% | +$124M |
|
161
Rivian
RIVN
$18B
| $377M | 0.14% |
11,470,676
+5,060,609
| +79% | +$167M |
|
162
Trane Technologies
TT
$90.1B
| $377M | 0.14% |
2,604,124
+1,221,574
| +88% | +$177M |
|
163
Icon
ICLR
$14B
| $374M | 0.14% |
2,033,256
+923,608
| +83% | +$170M |
|
164
Visteon
VC
$3.39B
| $374M | 0.14% |
3,521,594
+1,616,588
| +85% | +$171M |
|
165
Casey's General Stores
CASY
$18.5B
| $373M | 0.14% |
1,839,856
+772,784
| +72% | +$157M |
|
166
AstraZeneca
AZN
$253B
| $372M | 0.14% |
6,791,876
+3,189,946
| +89% | +$175M |
|
|
PXD
167
DELISTED
Pioneer Natural Resource Co.
PXD
| $371M | 0.14% |
1,709,632
+1,491,169
| +683% | +$323M |
|
168
Core & Main
CNM
$12.2B
| $358M | 0.13% |
15,744,268
+9,087,752
| +137% | +$207M |
|
169
Parker-Hannifin
PH
$94.4B
| $354M | 0.13% |
1,460,398
+522,518
| +56% | +$127M |
|
170
Sensient Technologies
SXT
$4.79B
| $352M | 0.13% |
5,071,838
+2,531,762
| +100% | +$176M |
|
171
Canadian Natural Resources
CNQ
$65.1B
| $346M | 0.13% |
7,413,776
+3,934,421
| +113% | +$184M |
|
172
United Therapeutics
UTHR
$18B
| $345M | 0.13% |
1,649,642
+941,837
| +133% | +$197M |
|
173
Ryanair
RYAAY
$32.9B
| $344M | 0.13% |
5,884,470
+2,874,243
| +95% | +$168M |
|
174
Oracle
ORCL
$623B
| $333M | 0.12% |
5,447,996
+2,662,854
| +96% | +$163M |
|
175
Apollo Global Management
APO
$74.8B
| $332M | 0.12% |
7,135,768
+3,363,101
| +89% | +$156M |
|