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 |
Apple
AAPL
|
$975M |
| 2 |
Amazon
AMZN
|
$708M |
| 3 |
UnitedHealth
UNH
|
$634M |
| 4 |
Rivian
RIVN
|
$504M |
| 5 |
TJX Companies
TJX
|
$483M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.1B |
| 2 |
NVIDIA
NVDA
|
$814M |
| 3 |
L3Harris
LHX
|
$714M |
| 4 |
Zurn Elkay Water Solutions
ZWS
|
$503M |
| 5 |
Texas Instruments
TXN
|
$468M |
Sector Composition
| 1 | Technology | 32.52% |
| 2 | Healthcare | 18.41% |
| 3 | Consumer Discretionary | 11.42% |
| 4 | Financials | 9.67% |
| 5 | Industrials | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LOGC
2376
DELISTED
ContextLogic
LOGC
| $207K | ﹤0.01% |
+2,221
| New | +$207K |
|
2377
E.W. Scripps
SSP
$263M
| $206K | ﹤0.01% |
+10,649
| New | +$206K |
|
2378
Wabash National
WNC
$473M
| $206K | ﹤0.01% |
+10,551
| New | +$206K |
|
|
NXGN
2379
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $206K | ﹤0.01% |
+11,551
| New | +$206K |
|
|
GMRE
2380
Global Medical REIT
GMRE
$503M
| $205K | ﹤0.01% |
+11,537
| New | +$205K |
|
|
ECOL
2381
DELISTED
US Ecology, Inc.
ECOL
| $205K | ﹤0.01% |
+6,396
| New | +$205K |
|
2382
Krystal Biotech
KRYS
$4.37B
| $204K | ﹤0.01% |
+2,909
| New | +$204K |
|
2383
Blink Charging
BLNK
$117M
| $203K | ﹤0.01% |
+7,655
| New | +$203K |
|
2384
Hillman Solutions
HLMN
$1.99B
| $203K | ﹤0.01% |
+18,870
| New | +$203K |
|
2385
Kearny Financial
KRNY
$414M
| $203K | ﹤0.01% |
+15,344
| New | +$203K |
|
2386
World Acceptance Corp
WRLD
$941M
| $203K | ﹤0.01% |
+830
| New | +$203K |
|
2387
Agilysys
AGYS
$3.1B
| $202K | ﹤0.01% |
+4,541
| New | +$202K |
|
|
RTL
2388
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $202K | ﹤0.01% |
22,155
+11,169
| +102% | +$102K |
|
2389
Benchmark Electronics
BHE
$1.45B
| $201K | ﹤0.01% |
+7,395
| New | +$201K |
|
2390
BioLife Solutions
BLFS
$1.26B
| $201K | ﹤0.01% |
+5,383
| New | +$201K |
|
2391
Smith & Wesson
SWBI
$386M
| $201K | ﹤0.01% |
+11,314
| New | +$201K |
|
2392
Steelcase
SCS
$1.95B
| $199K | ﹤0.01% |
+17,007
| New | +$199K |
|
2393
ACV Auctions
ACVA
$2.03B
| $198K | ﹤0.01% |
+10,480
| New | +$198K |
|
2394
Archrock
AROC
$4.43B
| $198K | ﹤0.01% |
26,503
+13,348
| +101% | +$99.7K |
|
2395
Senseonics Holdings
SENS
$372M
| $198K | ﹤0.01% |
74,111
+37,529
| +103% | +$100K |
|
|
LBAI
2396
DELISTED
Lakeland Bancorp Inc
LBAI
| $194K | ﹤0.01% |
+10,236
| New | +$194K |
|
2397
Hippo Holdings
HIPO
$819M
| $193K | ﹤0.01% |
+2,727
| New | +$193K |
|
2398
A10 Networks
ATEN
$1.27B
| $192K | ﹤0.01% |
+11,612
| New | +$192K |
|
2399
Brookdale Senior Living
BKD
$1.83B
| $192K | ﹤0.01% |
37,243
-19,169
| -34% | -$98.8K |
|
2400
DNOW Inc
DNOW
$1.67B
| $191K | ﹤0.01% |
22,325
+11,227
| +101% | +$96.1K |
|