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 | |
|---|---|---|---|---|---|---|
1726
Hawkins
HWKN
$3.69B
| $833K | ﹤0.01% |
+19,039
| New | +$833K |
|
1727
Beam Therapeutics
BEAM
$2.18B
| $833K | ﹤0.01% |
27,229
+13,650
| +101% | +$417K |
|
1728
Park National Corp
PRK
$2.75B
| $832K | ﹤0.01% |
7,044
+3,902
| +124% | +$461K |
|
|
ELME
1729
Elme Communities
ELME
$1.51B
| $831K | ﹤0.01% |
46,561
+29,370
| +171% | +$524K |
|
1730
Banner Corp
BANR
$2.33B
| $831K | ﹤0.01% |
15,288
+8,156
| +114% | +$443K |
|
1731
Pathward Financial
CASH
$1.74B
| $828K | ﹤0.01% |
19,965
+9,184
| +85% | +$381K |
|
1732
Lennox International
LII
$19.9B
| $827K | ﹤0.01% |
3,291
-1
| -0% | -$251 |
|
1733
Fastly
FSLY
$1.16B
| $827K | ﹤0.01% |
46,562
+26,727
| +135% | +$475K |
|
1734
Green Plains
GPRE
$641M
| $826K | ﹤0.01% |
26,676
+14,131
| +113% | +$438K |
|
1735
Riot Platforms
RIOT
$5.78B
| $825K | ﹤0.01% |
82,717
+59,832
| +261% | +$597K |
|
1736
Alaska Air
ALK
$7.36B
| $824K | ﹤0.01% |
19,648
+14,710
| +298% | +$617K |
|
1737
CorVel
CRVL
$4.53B
| $816K | ﹤0.01% |
12,873
+6,891
| +115% | +$437K |
|
1738
Granite Construction
GVA
$4.8B
| $813K | ﹤0.01% |
19,804
+10,528
| +113% | +$432K |
|
1739
Cohu
COHU
$992M
| $811K | ﹤0.01% |
21,134
-17,691
| -46% | -$679K |
|
1740
A.O. Smith
AOS
$10.4B
| $808K | ﹤0.01% |
11,690
+5,918
| +103% | +$409K |
|
1741
Pacira BioSciences
PCRX
$1.21B
| $808K | ﹤0.01% |
19,807
+10,976
| +124% | +$448K |
|
1742
Sylvamo
SLVM
$1.77B
| $808K | ﹤0.01% |
17,465
+9,586
| +122% | +$443K |
|
|
BACA
1743
DELISTED
Berenson Acquisition Corp. I
BACA
| $806K | ﹤0.01% |
80,000
-164
| -0.2% | -$1.65K |
|
|
VRTV
1744
DELISTED
VERITIV CORPORATION
VRTV
| $803K | ﹤0.01% |
5,940
+3,251
| +121% | +$439K |
|
1745
InvenTrust Properties
IVT
$2.32B
| $802K | ﹤0.01% |
34,297
+21,386
| +166% | +$500K |
|
1746
Bumble
BMBL
$702M
| $799K | ﹤0.01% |
40,869
-27,463
| -40% | -$537K |
|
1747
AtriCure
ATRC
$1.87B
| $799K | ﹤0.01% |
19,275
+10,571
| +121% | +$438K |
|
1748
ACM Research
ACMR
$1.93B
| $799K | ﹤0.01% |
68,279
+27,283
| +67% | +$319K |
|
|
JWN
1749
DELISTED
Nordstrom
JWN
| $798K | ﹤0.01% |
49,074
+26,637
| +119% | +$433K |
|
1750
First Financial Bancorp
FFBC
$2.48B
| $797K | ﹤0.01% |
36,629
+18,845
| +106% | +$410K |
|