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 |
Atlassian
TEAM
|
$437M |
| 2 |
AbbVie
ABBV
|
$380M |
| 3 |
Workday
WDAY
|
$366M |
| 4 |
Synopsys
SNPS
|
$323M |
| 5 |
Advanced Micro Devices
AMD
|
$286M |
Top Sells
| 1 |
Adobe
ADBE
|
$1.71B |
| 2 |
Apple
AAPL
|
$984M |
| 3 |
Boston Scientific
BSX
|
$642M |
| 4 |
Microsoft
MSFT
|
$599M |
| 5 |
Texas Instruments
TXN
|
$491M |
Sector Composition
| 1 | Technology | 31.62% |
| 2 | Healthcare | 18.99% |
| 3 | Consumer Discretionary | 10.82% |
| 4 | Financials | 10.24% |
| 5 | Industrials | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
Sylvamo
SLVM
$1.83B
| $261K | ﹤0.01% |
+7,832
| New | +$261K |
|
2302
BGC Group
BGC
$4.71B
| $260K | ﹤0.01% |
59,211
-60
| -0.1% | -$263 |
|
2303
Editas Medicine
EDIT
$248M
| $260K | ﹤0.01% |
+13,687
| New | +$260K |
|
2304
Noble Corp
NE
$4.54B
| $260K | ﹤0.01% |
+7,424
| New | +$260K |
|
2305
US Physical Therapy
USPH
$1.3B
| $260K | ﹤0.01% |
2,610
+1
| +0% | +$100 |
|
2306
Southside Bancshares
SBSI
$932M
| $259K | ﹤0.01% |
6,354
| – | – |
|
2307
Adaptive Biotechnologies
ADPT
$1.96B
| $258K | ﹤0.01% |
18,610
-368
| -2% | -$5.1K |
|
2308
Deluxe
DLX
$876M
| $258K | ﹤0.01% |
8,537
+2
| +0% | +$60 |
|
|
VRE
2309
Veris Residential
VRE
$1.52B
| $257K | ﹤0.01% |
14,785
+2
| +0% | +$35 |
|
|
TVTY
2310
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $257K | ﹤0.01% |
7,978
+2
| +0% | +$64 |
|
2311
Coursera
COUR
$1.84B
| $256K | ﹤0.01% |
11,076
-852,805
| -99% | -$19.7M |
|
2312
Jamf
JAMF
$1.22B
| $255K | ﹤0.01% |
7,349
+3
| +0% | +$104 |
|
2313
Johnson Outdoors
JOUT
$423M
| $255K | ﹤0.01% |
3,293
-477
| -13% | -$36.9K |
|
2314
nCino
NCNO
$3.52B
| $254K | ﹤0.01% |
6,205
+274
| +5% | +$11.2K |
|
2315
Metropolitan Bank Holding Corp
MCB
$828M
| $253K | ﹤0.01% |
2,483
-163
| -6% | -$16.6K |
|
2316
Seaboard Corp
SEB
$3.78B
| $253K | ﹤0.01% |
60
| – | – |
|
|
OPI
2317
Office Properties Income Trust
OPI
$16.7M
| $252K | ﹤0.01% |
9,810
+1
| +0% | +$26 |
|
2318
Arcus Biosciences
RCUS
$1.3B
| $252K | ﹤0.01% |
7,974
-7
| -0.1% | -$221 |
|
2319
StoneX
SNEX
$5.37B
| $252K | ﹤0.01% |
7,623
+2
| +0% | +$66 |
|
|
CDMO
2320
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $252K | ﹤0.01% |
12,357
+2
| +0% | +$41 |
|
|
BRKL
2321
DELISTED
Brookline Bancorp
BRKL
| $251K | ﹤0.01% |
15,853
-2
| -0% | -$32 |
|
2322
Establishment Labs
ESTA
$1.13B
| $251K | ﹤0.01% |
3,729
| – | – |
|
2323
Agios Pharmaceuticals
AGIO
$2.09B
| $250K | ﹤0.01% |
8,584
-4,110
| -32% | -$120K |
|
2324
Apogee Enterprises
APOG
$939M
| $250K | ﹤0.01% |
5,269
-2
| -0% | -$95 |
|
2325
City Holding Co
CHCO
$1.86B
| $250K | ﹤0.01% |
3,187
-1
| -0% | -$78 |
|