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 | |
|---|---|---|---|---|---|---|
2276
National Grid
NGG
$69.8B
| $258K | ﹤0.01% |
5,319
| – | – |
|
2277
Frontier Group Holdings
ULCC
$1.16B
| $258K | ﹤0.01% |
26,672
+12,279
| +85% | +$119K |
|
2278
Green Plains
GPRE
$662M
| $257K | ﹤0.01% |
8,844
+12
| +0.1% | +$349 |
|
2279
InterDigital
IDCC
$7.74B
| $253K | ﹤0.01% |
6,259
+11
| +0.2% | +$445 |
|
2280
Agilysys
AGYS
$3.2B
| $251K | ﹤0.01% |
4,543
-21
| -0.5% | -$1.16K |
|
|
AHH
2281
Armada Hoffler Properties
AHH
$587M
| $250K | ﹤0.01% |
24,182
+12,116
| +100% | +$125K |
|
2282
Dillards
DDS
$9.03B
| $250K | ﹤0.01% |
913
-60
| -6% | -$16.4K |
|
2283
Greif
GEF
$3.56B
| $250K | ﹤0.01% |
4,183
+5
| +0.1% | +$299 |
|
2284
Stagwell
STGW
$1.43B
| $250K | ﹤0.01% |
35,986
+17,701
| +97% | +$123K |
|
|
VERV
2285
DELISTED
Verve Therapeutics
VERV
| $250K | ﹤0.01% |
+7,268
| New | +$250K |
|
2286
Vodafone
VOD
$28.6B
| $250K | ﹤0.01% |
22,000
+11,000
| +100% | +$125K |
|
|
RPT
2287
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $250K | ﹤0.01% |
33,036
+16,551
| +100% | +$125K |
|
|
HCCI
2288
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $250K | ﹤0.01% |
8,438
-275
| -3% | -$8.15K |
|
2289
IES Holdings
IESC
$7.17B
| $249K | ﹤0.01% |
9,041
-445
| -5% | -$12.3K |
|
2290
SiTime
SITM
$6.36B
| $249K | ﹤0.01% |
3,164
-31
| -1% | -$2.44K |
|
2291
Compass
COMP
$5.02B
| $248K | ﹤0.01% |
106,782
+52,650
| +97% | +$122K |
|
2292
ProPetro Holding
PUMP
$484M
| $248K | ﹤0.01% |
30,892
+15,384
| +99% | +$124K |
|
2293
CTS Corp
CTS
$1.24B
| $247K | ﹤0.01% |
5,927
+8
| +0.1% | +$333 |
|
2294
iShares Core S&P 500 ETF
IVV
$668B
| $247K | ﹤0.01% |
688
-28,209
| -98% | -$10.1M |
|
2295
Cerus
CERS
$249M
| $246K | ﹤0.01% |
68,392
+34,261
| +100% | +$123K |
|
2296
Virtus Investment Partners
VRTS
$1.33B
| $246K | ﹤0.01% |
1,541
-528
| -26% | -$84.3K |
|
2297
AAR Corp
AIR
$2.69B
| $245K | ﹤0.01% |
6,811
+5
| +0.1% | +$180 |
|
2298
Denny's
DENN
$252M
| $244K | ﹤0.01% |
25,850
+12,937
| +100% | +$122K |
|
2299
Sangamo Therapeutics
SGMO
$157M
| $244K | ﹤0.01% |
49,462
+24,633
| +99% | +$122K |
|
2300
Titan International
TWI
$565M
| $244K | ﹤0.01% |
20,164
+10,034
| +99% | +$121K |
|