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 |
NVIDIA
NVDA
|
+$549M |
| 2 |
Chipotle Mexican Grill
CMG
|
+$467M |
| 3 |
Boeing
BA
|
+$441M |
| 4 |
Broadcom
AVGO
|
+$350M |
| 5 |
CoStar Group
CSGP
|
+$320M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$1.62B |
| 2 |
Progressive
PGR
|
+$570M |
| 3 |
ASML
ASML
|
+$562M |
| 4 |
Mastercard
MA
|
+$313M |
| 5 |
Johnson & Johnson
JNJ
|
+$300M |
Sector Composition
| 1 | Technology | 36.63% |
| 2 | Healthcare | 15.9% |
| 3 | Consumer Discretionary | 10.83% |
| 4 | Financials | 10.24% |
| 5 | Industrials | 8.92% |
