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 | |
|---|---|---|---|---|---|---|
2226
Progress Software
PRGS
$1.85B
| $289K | ﹤0.01% |
6,774
-2,185
| -24% | -$93.2K |
|
2227
Strategic Education
STRA
$1.93B
| $289K | ﹤0.01% |
4,707
-3
| -0.1% | -$184 |
|
2228
Caribou Biosciences
CRBU
$170M
| $288K | ﹤0.01% |
27,354
+13,615
| +99% | +$143K |
|
2229
ESAB
ESAB
$6.97B
| $288K | ﹤0.01% |
8,626
-11
| -0.1% | -$367 |
|
|
INN
2230
Summit Hotel Properties
INN
$606M
| $288K | ﹤0.01% |
42,928
+21,497
| +100% | +$144K |
|
2231
Pricesmart
PSMT
$3.35B
| $288K | ﹤0.01% |
4,997
-24
| -0.5% | -$1.38K |
|
2232
Hillman Solutions
HLMN
$1.9B
| $286K | ﹤0.01% |
37,980
+18,626
| +96% | +$140K |
|
2233
Westamerica Bancorp
WABC
$1.24B
| $285K | ﹤0.01% |
5,439
+6
| +0.1% | +$314 |
|
2234
Methode Electronics
MEI
$289M
| $284K | ﹤0.01% |
7,616
+12
| +0.2% | +$447 |
|
2235
TG Therapeutics
TGTX
$4.99B
| $284K | ﹤0.01% |
47,840
+23,918
| +100% | +$142K |
|
|
B
2236
DELISTED
Barnes Group Inc.
B
| $283K | ﹤0.01% |
9,777
+8
| +0.1% | +$232 |
|
2237
City Holding Co
CHCO
$1.85B
| $282K | ﹤0.01% |
3,186
+1
| +0% | +$89 |
|
2238
StoneX
SNEX
$4.97B
| $282K | ﹤0.01% |
7,637
-22
| -0.3% | -$812 |
|
2239
Spectrum Brands
SPB
$1.32B
| $282K | ﹤0.01% |
7,221
-1,066
| -13% | -$41.6K |
|
2240
Anavex Life Sciences
AVXL
$812M
| $280K | ﹤0.01% |
27,140
+13,593
| +100% | +$140K |
|
2241
HarborOne Bancorp
HONE
$552M
| $280K | ﹤0.01% |
20,842
+10,407
| +100% | +$140K |
|
|
SGFY
2242
DELISTED
Signify Health, Inc.
SGFY
| $280K | ﹤0.01% |
9,613
-6,495
| -40% | -$189K |
|
2243
Central Garden & Pet Class A
CENTA
$2.09B
| $279K | ﹤0.01% |
10,186
+10
| +0.1% | +$274 |
|
2244
RingCentral
RNG
$2.8B
| $278K | ﹤0.01% |
6,951
-4,584
| -40% | -$183K |
|
2245
SAP
SAP
$306B
| $278K | ﹤0.01% |
3,419
+1,024
| +43% | +$83.3K |
|
2246
Heritage Commerce
HTBK
$627M
| $276K | ﹤0.01% |
24,312
+12,164
| +100% | +$138K |
|
|
PLYA
2247
DELISTED
Playa Hotels & Resorts
PLYA
| $276K | ﹤0.01% |
47,288
+23,503
| +99% | +$137K |
|
2248
CorVel
CRVL
$4.51B
| $275K | ﹤0.01% |
5,979
-138
| -2% | -$6.35K |
|
2249
Rush Enterprises Class A
RUSHA
$4.46B
| $275K | ﹤0.01% |
9,401
-3,579
| -28% | -$105K |
|
2250
BridgeBio Pharma
BBIO
$10B
| $274K | ﹤0.01% |
27,658
+13,592
| +97% | +$135K |
|