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 | |
|---|---|---|---|---|---|---|
2151
Lightwave Logic
LWLG
$393M
| $330K | ﹤0.01% |
45,086
+22,596
| +100% | +$165K |
|
2152
Materion
MTRN
$2.29B
| $330K | ﹤0.01% |
4,129
+8
| +0.2% | +$639 |
|
|
LBAI
2153
DELISTED
Lakeland Bancorp Inc
LBAI
| $330K | ﹤0.01% |
20,648
+10,331
| +100% | +$165K |
|
2154
Gentherm
THRM
$1.07B
| $330K | ﹤0.01% |
6,640
+13
| +0.2% | +$646 |
|
|
SLCA
2155
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $330K | ﹤0.01% |
30,170
+15,101
| +100% | +$165K |
|
2156
Wabash National
WNC
$461M
| $328K | ﹤0.01% |
21,094
+10,561
| +100% | +$164K |
|
2157
Adtalem Global Education
ATGE
$4.79B
| $327K | ﹤0.01% |
8,960
-24
| -0.3% | -$876 |
|
2158
BancFirst
BANF
$4.46B
| $327K | ﹤0.01% |
3,651
-83
| -2% | -$7.43K |
|
2159
Beyond Meat
BYND
$191M
| $326K | ﹤0.01% |
22,982
+11,481
| +100% | +$163K |
|
2160
JELD-WEN Holding
JELD
$537M
| $326K | ﹤0.01% |
37,108
+18,546
| +100% | +$163K |
|
|
ZUO
2161
DELISTED
Zuora, Inc.
ZUO
| $326K | ﹤0.01% |
44,122
+22,126
| +101% | +$163K |
|
2162
Arvinas
ARVN
$575M
| $325K | ﹤0.01% |
7,291
-43
| -0.6% | -$1.92K |
|
2163
Amplitude
AMPL
$1.48B
| $324K | ﹤0.01% |
20,932
+10,410
| +99% | +$161K |
|
2164
Clean Energy Fuels
CLNE
$561M
| $324K | ﹤0.01% |
60,668
+30,086
| +98% | +$161K |
|
2165
Kearny Financial
KRNY
$415M
| $324K | ﹤0.01% |
30,616
+15,275
| +100% | +$162K |
|
2166
Primoris Services
PRIM
$6.35B
| $324K | ﹤0.01% |
20,012
+10,024
| +100% | +$162K |
|
|
PPHP
2167
DELISTED
PHP Ventures Acquisition Corp. Class A Common Stock
PPHP
| $324K | ﹤0.01% |
32,000
+16,000
| +100% | +$162K |
|
2168
Cracker Barrel
CBRL
$1.09B
| $322K | ﹤0.01% |
3,477
-1,095
| -24% | -$101K |
|
2169
iRobot
IRBT
$107M
| $322K | ﹤0.01% |
5,718
+8
| +0.1% | +$451 |
|
|
MFA
2170
MFA Financial
MFA
$1.05B
| $322K | ﹤0.01% |
41,330
+20,693
| +100% | +$161K |
|
2171
Oceaneering
OII
$2.45B
| $322K | ﹤0.01% |
40,336
+20,201
| +100% | +$161K |
|
2172
Riot Platforms
RIOT
$6.06B
| $322K | ﹤0.01% |
45,770
+23,034
| +101% | +$162K |
|
2173
Uranium Energy
UEC
$5.6B
| $322K | ﹤0.01% |
91,600
+45,800
| +100% | +$161K |
|
2174
Arrow Electronics
ARW
$6.54B
| $321K | ﹤0.01% |
3,485
-1,872
| -35% | -$172K |
|
2175
Semler Scientific
SMLR
$415M
| $321K | ﹤0.01% |
8,556
-37
| -0.4% | -$1.39K |
|