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 | |
|---|---|---|---|---|---|---|
1851
Enerpac Tool Group
EPAC
$2.29B
| $673K | ﹤0.01% |
26,418
+14,273
| +118% | +$364K |
|
1852
BioCryst Pharmaceuticals
BCRX
$1.7B
| $672K | ﹤0.01% |
80,522
-1,969,504
| -96% | -$16.4M |
|
1853
NBT Bancorp
NBTB
$2.27B
| $671K | ﹤0.01% |
19,914
+14,096
| +242% | +$475K |
|
|
MDRX
1854
DELISTED
Veradigm Inc. Common Stock
MDRX
| $671K | ﹤0.01% |
51,441
+26,859
| +109% | +$350K |
|
1855
Cognex
CGNX
$7.55B
| $670K | ﹤0.01% |
13,516
+8
| +0.1% | +$396 |
|
|
EVRI
1856
DELISTED
Everi Holdings
EVRI
| $668K | ﹤0.01% |
38,980
+21,495
| +123% | +$369K |
|
1857
Schneider National
SNDR
$4.24B
| $668K | ﹤0.01% |
24,966
+13,575
| +119% | +$363K |
|
1858
Enova International
ENVA
$2.89B
| $666K | ﹤0.01% |
14,987
+7,751
| +107% | +$344K |
|
|
ZUO
1859
DELISTED
Zuora, Inc.
ZUO
| $665K | ﹤0.01% |
67,393
+45,334
| +206% | +$447K |
|
1860
Acadia Realty Trust
AKR
$2.57B
| $664K | ﹤0.01% |
47,663
+30,084
| +171% | +$419K |
|
1861
Delek US
DK
$1.79B
| $663K | ﹤0.01% |
28,908
+15,301
| +112% | +$351K |
|
1862
BancFirst
BANF
$4.48B
| $662K | ﹤0.01% |
7,970
+4,319
| +118% | +$359K |
|
1863
Global Net Lease
GNL
$1.82B
| $659K | ﹤0.01% |
51,296
+33,002
| +180% | +$424K |
|
1864
Harmonic Inc
HLIT
$1.14B
| $658K | ﹤0.01% |
45,105
+25,220
| +127% | +$368K |
|
1865
Plug Power
PLUG
$1.79B
| $658K | ﹤0.01% |
56,107
+6,748
| +14% | +$79.1K |
|
1866
Asana
ASAN
$3.15B
| $657K | ﹤0.01% |
31,096
-4,085
| -12% | -$86.3K |
|
1867
Payoneer
PAYO
$2.37B
| $657K | ﹤0.01% |
104,684
+76,547
| +272% | +$480K |
|
|
SILK
1868
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $656K | ﹤0.01% |
16,770
-534,555
| -97% | -$20.9M |
|
1869
Weis Markets
WMK
$1.73B
| $654K | ﹤0.01% |
+7,723
| New | +$654K |
|
1870
Bread Financial
BFH
$2.99B
| $653K | ﹤0.01% |
21,560
+11,962
| +125% | +$362K |
|
1871
ACV Auctions
ACVA
$1.78B
| $651K | ﹤0.01% |
50,476
+26,265
| +108% | +$339K |
|
1872
Trupanion
TRUP
$1.86B
| $651K | ﹤0.01% |
15,180
+8,340
| +122% | +$357K |
|
1873
Valaris
VAL
$3.76B
| $648K | ﹤0.01% |
9,968
+5,048
| +103% | +$328K |
|
1874
nCino
NCNO
$3.45B
| $647K | ﹤0.01% |
26,098
+13,423
| +106% | +$333K |
|
1875
Griffon
GFF
$3.71B
| $647K | ﹤0.01% |
20,207
+13,422
| +198% | +$430K |
|