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 | |
|---|---|---|---|---|---|---|
2226
Allegro MicroSystems
ALGM
$5.62B
| $231K | ﹤0.01% |
11,182
| – | – |
|
2227
Enerpac Tool Group
EPAC
$2.29B
| $231K | ﹤0.01% |
12,139
-17
| -0.1% | -$324 |
|
2228
Fastly
FSLY
$1.11B
| $231K | ﹤0.01% |
19,856
+80
| +0.4% | +$931 |
|
2229
Anywhere Real Estate
HOUS
$729M
| $230K | ﹤0.01% |
23,427
-22
| -0.1% | -$216 |
|
|
DCT
2230
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $230K | ﹤0.01% |
+15,503
| New | +$230K |
|
2231
Parsons
PSN
$8.01B
| $229K | ﹤0.01% |
5,652
+414
| +8% | +$16.8K |
|
|
COWN
2232
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $229K | ﹤0.01% |
+9,651
| New | +$229K |
|
2233
Alignment Healthcare
ALHC
$3.21B
| $228K | ﹤0.01% |
19,991
+9,231
| +86% | +$105K |
|
2234
Columbia Financial
CLBK
$1.58B
| $228K | ﹤0.01% |
10,456
+399
| +4% | +$8.7K |
|
|
KNBE
2235
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $228K | ﹤0.01% |
+14,579
| New | +$228K |
|
2236
Sturm, Ruger & Co
RGR
$576M
| $227K | ﹤0.01% |
3,557
-6
| -0.2% | -$383 |
|
2237
CareDx
CDNA
$710M
| $226K | ﹤0.01% |
10,512
-13
| -0.1% | -$279 |
|
2238
Opko Health
OPK
$1.13B
| $226K | ﹤0.01% |
89,745
+1,653
| +2% | +$4.16K |
|
2239
Extreme Networks
EXTR
$2.86B
| $224K | ﹤0.01% |
25,129
-39
| -0.2% | -$348 |
|
2240
PROS Holdings
PRO
$755M
| $224K | ﹤0.01% |
8,537
+16
| +0.2% | +$420 |
|
2241
Permian Resources
PR
$9.69B
| $223K | ﹤0.01% |
37,449
+584
| +2% | +$3.48K |
|
2242
Tennant Co
TNC
$1.52B
| $223K | ﹤0.01% |
3,754
-1
| -0% | -$59 |
|
2243
La-Z-Boy
LZB
$1.46B
| $222K | ﹤0.01% |
9,366
-677,034
| -99% | -$16M |
|
|
MFA
2244
MFA Financial
MFA
$1.06B
| $222K | ﹤0.01% |
20,637
-70
| -0.3% | -$753 |
|
|
SGFY
2245
DELISTED
Signify Health, Inc.
SGFY
| $222K | ﹤0.01% |
+16,108
| New | +$222K |
|
|
EVOP
2246
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $221K | ﹤0.01% |
9,413
-14
| -0.1% | -$329 |
|
2247
Archrock
AROC
$4.26B
| $219K | ﹤0.01% |
26,475
-34
| -0.1% | -$281 |
|
2248
DNOW Inc
DNOW
$1.66B
| $219K | ﹤0.01% |
22,298
-30
| -0.1% | -$295 |
|
2249
SpartanNash
SPTN
$908M
| $219K | ﹤0.01% |
7,269
-6
| -0.1% | -$181 |
|
2250
S&T Bancorp
STBA
$1.51B
| $218K | ﹤0.01% |
7,966
-4
| -0.1% | -$109 |
|