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 |
Lam Research
LRCX
|
+$792M |
| 2 |
Johnson & Johnson
JNJ
|
+$659M |
| 3 |
Datadog
DDOG
|
+$571M |
| 4 |
Amazon
AMZN
|
+$474M |
| 5 |
Broadcom
AVGO
|
+$458M |
Top Sells
| 1 |
Workday
WDAY
|
+$1.23B |
| 2 |
AbbVie
ABBV
|
+$1.03B |
| 3 |
Advanced Micro Devices
AMD
|
+$686M |
| 4 |
Honeywell
HON
|
+$673M |
| 5 |
Amgen
AMGN
|
+$620M |
Sector Composition
| 1 | Technology | 34.72% |
| 2 | Healthcare | 17.58% |
| 3 | Consumer Discretionary | 10.69% |
| 4 | Financials | 10.22% |
| 5 | Communication Services | 9.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
IPG Photonics
IPGP
$3.44B
| $924K | ﹤0.01% |
12,710
+1,600
| +14% | +$116K |
|
1727
MP Materials
MP
$11.2B
| $923K | ﹤0.01% |
59,164
+16,698
| +39% | +$260K |
|
1728
Vera Therapeutics
VERA
$1.57B
| $919K | ﹤0.01% |
21,735
+7,235
| +50% | +$306K |
|
1729
La-Z-Boy
LZB
$1.43B
| $916K | ﹤0.01% |
21,011
| – | – |
|
1730
Argan
AGX
$3.12B
| $914K | ﹤0.01% |
6,659
| – | – |
|
1731
Clear Secure
YOU
$3.48B
| $913K | ﹤0.01% |
34,291
| – | – |
|
1732
Wynn Resorts
WYNN
$12.8B
| $903K | ﹤0.01% |
10,481
-892,399
| -99% | -$76.9M |
|
1733
Sonos
SONO
$1.77B
| $901K | ﹤0.01% |
59,909
| – | – |
|
1734
Zillow
Z
$21.6B
| $901K | ﹤0.01% |
12,160
-2,100
| -15% | -$156K |
|
1735
Carter's
CRI
$1.04B
| $900K | ﹤0.01% |
16,601
| – | – |
|
1736
Manhattan Associates
MANH
$12.8B
| $899K | ﹤0.01% |
3,327
+565
| +20% | +$153K |
|
1737
Bausch + Lomb
BLCO
$5.31B
| $896K | ﹤0.01% |
49,633
| – | – |
|
1738
Electromed
ELMD
$197M
| $896K | ﹤0.01% |
+30,334
| New | +$896K |
|
1739
John Wiley & Sons Class A
WLY
$2.21B
| $894K | ﹤0.01% |
20,444
| – | – |
|
1740
NCR Voyix
VYX
$1.73B
| $894K | ﹤0.01% |
64,571
| – | – |
|
1741
Merus
MRUS
$5.28B
| $894K | ﹤0.01% |
21,290
+2,400
| +13% | +$101K |
|
1742
Nutanix
NTNX
$20.7B
| $893K | ﹤0.01% |
14,603
-100,320
| -87% | -$6.14M |
|
1743
MGP Ingredients
MGPI
$588M
| $893K | ﹤0.01% |
22,679
-349
| -2% | -$13.7K |
|
1744
Newmark Group
NMRK
$3.4B
| $892K | ﹤0.01% |
69,637
| – | – |
|
1745
Byline Bancorp
BY
$1.32B
| $891K | ﹤0.01% |
30,707
-198
| -0.6% | -$5.74K |
|
1746
GFL Environmental
GFL
$17.2B
| $888K | ﹤0.01% |
20,000
-67,000
| -77% | -$2.97M |
|
1747
Trustmark
TRMK
$2.42B
| $887K | ﹤0.01% |
25,094
| – | – |
|
1748
A.O. Smith
AOS
$10.2B
| $885K | ﹤0.01% |
12,975
-1,028
| -7% | -$70.1K |
|
1749
RPM International
RPM
$16.5B
| $884K | ﹤0.01% |
7,187
-600
| -8% | -$73.8K |
|
1750
QCR Holdings
QCRH
$1.32B
| $882K | ﹤0.01% |
10,944
-3,915
| -26% | -$316K |
|