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 |
Workday
WDAY
|
+$415M |
| 2 |
Atlassian
TEAM
|
+$397M |
| 3 |
TJX Companies
TJX
|
+$266M |
| 4 |
Corteva
CTVA
|
+$199M |
| 5 |
JPMorgan Chase
JPM
|
+$163M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.44B |
| 2 |
Microsoft
MSFT
|
+$1.41B |
| 3 |
Amazon
AMZN
|
+$657M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$564M |
| 5 |
Meta Platforms (Facebook)
META
|
+$537M |
Sector Composition
| 1 | Technology | 30.37% |
| 2 | Healthcare | 21.1% |
| 3 | Financials | 10.49% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Dana Inc
DAN
$2.72B
| $412K | ﹤0.01% |
29,326
-48
| -0.2% | -$674 |
|
1877
Open Lending Corp
LPRO
$252M
| $412K | ﹤0.01% |
40,185
-9,907
| -20% | -$102K |
|
1878
Revolve Group
RVLV
$1.67B
| $412K | ﹤0.01% |
15,905
-420
| -3% | -$10.9K |
|
1879
Trupanion
TRUP
$1.82B
| $412K | ﹤0.01% |
6,843
+4
| +0.1% | +$241 |
|
|
BIOT
1880
DELISTED
Biotech Acquisition Company Class A Ordinary Shares
BIOT
| $412K | ﹤0.01% |
+41,715
| New | +$412K |
|
1881
Chord Energy
CHRD
$6.02B
| $411K | ﹤0.01% |
3,373
-699
| -17% | -$85.2K |
|
1882
Four Corners Property Trust
FCPT
$2.69B
| $411K | ﹤0.01% |
15,452
-9
| -0.1% | -$239 |
|
1883
Helios Technologies
HLIO
$1.83B
| $411K | ﹤0.01% |
6,195
+3
| +0% | +$199 |
|
|
LDTC
1884
DELISTED
LeddarTech
LDTC
| $411K | ﹤0.01% |
83,484
-26
| -0% | -$128 |
|
|
NEX
1885
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $411K | ﹤0.01% |
43,146
+175
| +0.4% | +$1.67K |
|
|
FL
1886
DELISTED
Foot Locker
FL
| $410K | ﹤0.01% |
16,249
-1,168
| -7% | -$29.5K |
|
1887
Ingevity
NGVT
$2.09B
| $410K | ﹤0.01% |
6,493
-16
| -0.2% | -$1.01K |
|
1888
Quaker Houghton
KWR
$2.43B
| $409K | ﹤0.01% |
2,738
+21
| +0.8% | +$3.14K |
|
1889
Opendoor
OPEN
$4.23B
| $408K | ﹤0.01% |
86,636
+58,444
| +207% | +$275K |
|
1890
Altice USA
ATUS
$1.08B
| $407K | ﹤0.01% |
43,808
-199,677
| -82% | -$1.86M |
|
1891
Progress Software
PRGS
$1.84B
| $406K | ﹤0.01% |
8,959
-14
| -0.2% | -$634 |
|
1892
Outfront Media
OUT
$3.12B
| $405K | ﹤0.01% |
24,274
-5,529
| -19% | -$92.2K |
|
1893
Bentley Systems
BSY
$16B
| $404K | ﹤0.01% |
12,120
-63,876
| -84% | -$2.13M |
|
1894
Kimball Electronics
KE
$725M
| $404K | ﹤0.01% |
20,095
+3,230
| +19% | +$64.9K |
|
1895
Pegasystems
PEGA
$9.63B
| $404K | ﹤0.01% |
16,886
-40,822
| -71% | -$977K |
|
|
WRAC
1896
DELISTED
Williams Rowland Acquisition Corp.
WRAC
| $402K | ﹤0.01% |
40,118
| – | – |
|
1897
Customers Bancorp
CUBI
$2.35B
| $401K | ﹤0.01% |
11,816
+3,216
| +37% | +$109K |
|
1898
Freshpet
FRPT
$2.63B
| $400K | ﹤0.01% |
7,717
-1,039
| -12% | -$53.9K |
|
1899
Towne Bank
TOWN
$2.85B
| $400K | ﹤0.01% |
14,728
+19
| +0.1% | +$516 |
|
1900
Banner Corp
BANR
$2.32B
| $400K | ﹤0.01% |
7,120
-8
| -0.1% | -$449 |
|