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 | |
|---|---|---|---|---|---|---|
1801
O-I Glass
OI
$2.04B
| $706K | ﹤0.01% |
54,380
+27,249
| +100% | +$354K |
|
1802
Ryman Hospitality Properties
RHP
$6.35B
| $701K | ﹤0.01% |
9,530
+2
| +0% | +$147 |
|
1803
Sterling Infrastructure
STRL
$9.62B
| $700K | ﹤0.01% |
32,532
+15,876
| +95% | +$342K |
|
1804
WesBanco
WSBC
$3.06B
| $698K | ﹤0.01% |
20,914
+10,455
| +100% | +$349K |
|
1805
Independent Bank
INDB
$3.5B
| $696K | ﹤0.01% |
9,331
+11
| +0.1% | +$820 |
|
1806
Spotify
SPOT
$142B
| $696K | ﹤0.01% |
8,068
-1,200
| -13% | -$104K |
|
1807
Synaptics
SYNA
$2.76B
| $696K | ﹤0.01% |
7,023
-585
| -8% | -$58K |
|
1808
Cannae Holdings
CNNE
$1.13B
| $692K | ﹤0.01% |
33,420
+16,676
| +100% | +$345K |
|
1809
Kennedy-Wilson Holdings
KW
$1.25B
| $692K | ﹤0.01% |
44,722
+22,294
| +99% | +$345K |
|
1810
Q2 Holdings
QTWO
$5.17B
| $692K | ﹤0.01% |
21,486
+10,754
| +100% | +$346K |
|
1811
Northern Oil and Gas
NOG
$2.51B
| $690K | ﹤0.01% |
25,208
+12,562
| +99% | +$344K |
|
1812
Nu Skin
NUS
$579M
| $688K | ﹤0.01% |
20,630
+10,329
| +100% | +$344K |
|
1813
Organogenesis Holdings
ORGO
$639M
| $688K | ﹤0.01% |
213,056
+97,684
| +85% | +$315K |
|
1814
American Financial Group
AFG
$11.7B
| $687K | ﹤0.01% |
5,596
-47
| -0.8% | -$5.77K |
|
1815
White Mountains Insurance
WTM
$4.57B
| $687K | ﹤0.01% |
527
-99
| -16% | -$129K |
|
1816
Mine Safety
MSA
$6.73B
| $682K | ﹤0.01% |
6,245
-1,295
| -17% | -$141K |
|
1817
Herbalife
HLF
$964M
| $680K | ﹤0.01% |
34,208
+17,069
| +100% | +$339K |
|
1818
RLJ Lodging Trust
RLJ
$1.16B
| $680K | ﹤0.01% |
67,024
+33,567
| +100% | +$341K |
|
|
BCPC
1819
Balchem Corporation
BCPC
$5.17B
| $677K | ﹤0.01% |
5,560
-1,005
| -15% | -$122K |
|
1820
Revolve Group
RVLV
$1.71B
| $676K | ﹤0.01% |
31,110
+15,205
| +96% | +$330K |
|
1821
Southwest Gas
SWX
$5.69B
| $675K | ﹤0.01% |
9,672
-1,985
| -17% | -$139K |
|
1822
Viasat
VSAT
$4.28B
| $674K | ﹤0.01% |
22,270
+11,144
| +100% | +$337K |
|
|
SVFA
1823
DELISTED
SVF Investment Corp. Class A Ordinary Shares
SVFA
| $674K | ﹤0.01% |
67,602
+33,812
| +100% | +$337K |
|
1824
Robert Half
RHI
$3.7B
| $673K | ﹤0.01% |
8,784
+31
| +0.4% | +$2.38K |
|
|
DISH
1825
DELISTED
DISH Network Corp.
DISH
| $672K | ﹤0.01% |
48,616
+12,900
| +36% | +$178K |
|