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 | |
|---|---|---|---|---|---|---|
2326
Vimeo
VMEO
$797M
| $234K | ﹤0.01% |
58,884
+29,348
| +99% | +$117K |
|
2327
Huron Consulting
HURN
$2.42B
| $233K | ﹤0.01% |
3,513
-1,093
| -24% | -$72.5K |
|
2328
Geron
GERN
$868M
| $232K | ﹤0.01% |
98,870
+49,623
| +101% | +$116K |
|
2329
Microvision
MVIS
$343M
| $232K | ﹤0.01% |
64,250
+32,194
| +100% | +$116K |
|
2330
Solid Power
SLDP
$685M
| $232K | ﹤0.01% |
44,064
+21,681
| +97% | +$114K |
|
|
BTRS
2331
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $232K | ﹤0.01% |
24,892
+12,202
| +96% | +$114K |
|
2332
Brinker International
EAT
$6.93B
| $231K | ﹤0.01% |
9,219
+10
| +0.1% | +$251 |
|
2333
Conduent
CNDT
$442M
| $230K | ﹤0.01% |
68,814
+34,139
| +98% | +$114K |
|
2334
HNI Corp
HNI
$2.09B
| $230K | ﹤0.01% |
8,662
+6
| +0.1% | +$159 |
|
2335
National Bank Holdings
NBHC
$1.47B
| $230K | ﹤0.01% |
6,216
+9
| +0.1% | +$333 |
|
|
CHS
2336
DELISTED
Chicos FAS, Inc.
CHS
| $230K | ﹤0.01% |
47,402
+23,744
| +100% | +$115K |
|
2337
Donnelley Financial Solutions
DFIN
$1.53B
| $229K | ﹤0.01% |
+6,193
| New | +$229K |
|
2338
Universal Corp
UVV
$1.37B
| $229K | ﹤0.01% |
4,975
+7
| +0.1% | +$322 |
|
2339
Coherus Oncology, Inc. Common Stock
CHRS
$157M
| $228K | ﹤0.01% |
23,852
+11,934
| +100% | +$114K |
|
2340
MRC Global
MRC
$1.23B
| $228K | ﹤0.01% |
31,714
+15,872
| +100% | +$114K |
|
2341
ePlus
PLUS
$1.9B
| $228K | ﹤0.01% |
5,479
+8
| +0.1% | +$333 |
|
2342
Pilgrim's Pride
PPC
$10.4B
| $228K | ﹤0.01% |
9,868
-1,166
| -11% | -$26.9K |
|
2343
Celldex Therapeutics
CLDX
$1.61B
| $227K | ﹤0.01% |
8,083
+21
| +0.3% | +$590 |
|
2344
AZZ Inc
AZZ
$3.41B
| $226K | ﹤0.01% |
6,180
+7
| +0.1% | +$256 |
|
2345
Helix Energy Solutions
HLX
$895M
| $226K | ﹤0.01% |
58,172
+29,099
| +100% | +$113K |
|
|
RADI
2346
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
| $226K | ﹤0.01% |
23,852
+11,860
| +99% | +$112K |
|
2347
Southside Bancshares
SBSI
$916M
| $225K | ﹤0.01% |
6,354
+3
| +0% | +$106 |
|
2348
Douglas Elliman
DOUG
$240M
| $224K | ﹤0.01% |
57,263
+26,097
| +84% | +$102K |
|
2349
indie Semiconductor
INDI
$804M
| $224K | ﹤0.01% |
30,644
+15,322
| +100% | +$112K |
|
2350
Steelcase
SCS
$1.94B
| $224K | ﹤0.01% |
34,166
+17,133
| +101% | +$112K |
|