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 |
Apple
AAPL
|
+$5.11B |
| 3 |
Amazon
AMZN
|
+$2.93B |
| 4 |
UnitedHealth
UNH
|
+$2.83B |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.75B |
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 | |
|---|---|---|---|---|---|---|
|
PMGMU
1776
DELISTED
Priveterra Acquisition Corp. II Unit
PMGMU
| $738K | ﹤0.01% |
73,550
+36,775
| +100% | +$369K |
|
1777
Choice Hotels
CHH
$5.2B
| $737K | ﹤0.01% |
6,722
-84
| -1% | -$9.21K |
|
1778
The Ensign Group
ENSG
$9.59B
| $736K | ﹤0.01% |
9,260
-1,292
| -12% | -$103K |
|
1779
Lennox International
LII
$19.9B
| $734K | ﹤0.01% |
3,291
-7
| -0.2% | -$1.56K |
|
|
ADER
1780
DELISTED
26 Capital Acquisition Corp. Class A Common Stock
ADER
| $732K | ﹤0.01% |
+74,124
| New | +$732K |
|
1781
Affiliated Managers Group
AMG
$6.6B
| $731K | ﹤0.01% |
6,532
-2,086
| -24% | -$233K |
|
1782
Victory Capital Holdings
VCTR
$4.58B
| $730K | ﹤0.01% |
31,364
+15,930
| +103% | +$371K |
|
1783
Diageo
DEO
$57.9B
| $729K | ﹤0.01% |
4,296
+842
| +24% | +$143K |
|
1784
Outfront Media
OUT
$3.12B
| $728K | ﹤0.01% |
48,673
+24,399
| +101% | +$365K |
|
1785
Bentley Systems
BSY
$16B
| $724K | ﹤0.01% |
23,706
+11,586
| +96% | +$354K |
|
1786
DigitalOcean
DOCN
$3.11B
| $724K | ﹤0.01% |
20,052
+9,732
| +94% | +$351K |
|
1787
Red Rock Resorts
RRR
$3.66B
| $724K | ﹤0.01% |
21,194
+10,568
| +99% | +$361K |
|
1788
Supernus Pharmaceuticals
SUPN
$2.59B
| $724K | ﹤0.01% |
21,390
+10,707
| +100% | +$362K |
|
1789
Verra Mobility
VRRM
$3.87B
| $722K | ﹤0.01% |
47,018
+18,951
| +68% | +$291K |
|
1790
Genworth Financial
GNW
$3.51B
| $720K | ﹤0.01% |
205,428
+102,914
| +100% | +$361K |
|
|
PFC
1791
DELISTED
Premier Financial Corp. Common Stock
PFC
| $720K | ﹤0.01% |
27,934
+14,253
| +104% | +$367K |
|
|
IIIIU
1792
DELISTED
INSU Acquisition Corp. III Unit
IIIIU
| $718K | ﹤0.01% |
71,934
+35,967
| +100% | +$359K |
|
1793
Renasant Corp
RNST
$3.67B
| $714K | ﹤0.01% |
22,802
+11,412
| +100% | +$357K |
|
1794
Green Brick Partners
GRBK
$3.17B
| $710K | ﹤0.01% |
33,164
+15,497
| +88% | +$332K |
|
1795
Terex
TEX
$3.45B
| $708K | ﹤0.01% |
23,776
+11,901
| +100% | +$354K |
|
1796
Trustmark
TRMK
$2.42B
| $708K | ﹤0.01% |
23,104
+16,048
| +227% | +$492K |
|
1797
Workiva
WK
$4.24B
| $708K | ﹤0.01% |
9,100
-13
| -0.1% | -$1.01K |
|
1798
Applied Industrial Technologies
AIT
$9.95B
| $707K | ﹤0.01% |
6,882
-986
| -13% | -$101K |
|
1799
CareTrust REIT
CTRE
$7.54B
| $706K | ﹤0.01% |
38,960
+19,515
| +100% | +$354K |
|
1800
Customers Bancorp
CUBI
$2.35B
| $706K | ﹤0.01% |
23,932
+12,116
| +103% | +$357K |
|