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 | |
|---|---|---|---|---|---|---|
2376
St. Joe Company
JOE
$3.05B
| $212K | ﹤0.01% |
6,608
-114
| -2% | -$3.66K |
|
|
NXRT
2377
NexPoint Residential Trust
NXRT
$876M
| $212K | ﹤0.01% |
4,581
-9
| -0.2% | -$417 |
|
2378
SpartanNash
SPTN
$908M
| $212K | ﹤0.01% |
7,279
+10
| +0.1% | +$291 |
|
2379
Tennant Co
TNC
$1.52B
| $212K | ﹤0.01% |
3,756
+2
| +0.1% | +$113 |
|
|
ME
2380
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $212K | ﹤0.01% |
3,722
+1,876
| +102% | +$107K |
|
|
BBBY
2381
DELISTED
Bed Bath & Beyond Inc
BBBY
| $212K | ﹤0.01% |
34,550
+17,221
| +99% | +$106K |
|
2382
PROS Holdings
PRO
$755M
| $210K | ﹤0.01% |
8,528
-9
| -0.1% | -$222 |
|
2383
SES AI
SES
$428M
| $210K | ﹤0.01% |
43,068
+21,534
| +100% | +$105K |
|
2384
Arcus Biosciences
RCUS
$1.22B
| $209K | ﹤0.01% |
8,002
-94
| -1% | -$2.46K |
|
2385
Transmedics
TMDX
$3.6B
| $209K | ﹤0.01% |
+5,016
| New | +$209K |
|
2386
Atea Pharmaceuticals
AVIR
$258M
| $208K | ﹤0.01% |
+36,278
| New | +$208K |
|
2387
Bionano Genomics
BNGO
$19.9M
| $208K | ﹤0.01% |
189
+95
| +101% | +$105K |
|
|
WE
2388
DELISTED
WeWork Inc.
WE
| $208K | ﹤0.01% |
1,964
+923
| +89% | +$97.8K |
|
2389
CVR Energy
CVI
$3.16B
| $207K | ﹤0.01% |
7,153
-409
| -5% | -$11.8K |
|
2390
Parsons
PSN
$8.01B
| $207K | ﹤0.01% |
5,253
-399
| -7% | -$15.7K |
|
2391
Shoe Carnival
SCVL
$665M
| $206K | ﹤0.01% |
9,652
-380
| -4% | -$8.11K |
|
2392
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $205K | ﹤0.01% |
+7,465
| New | +$205K |
|
|
PYCR
2393
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $205K | ﹤0.01% |
+6,930
| New | +$205K |
|
|
GTY
2394
Getty Realty Corp
GTY
$1.63B
| $204K | ﹤0.01% |
7,574
-20
| -0.3% | -$539 |
|
2395
Nelnet
NNI
$4.58B
| $204K | ﹤0.01% |
2,573
-798
| -24% | -$63.3K |
|
2396
Protolabs
PRLB
$1.2B
| $204K | ﹤0.01% |
5,606
+11
| +0.2% | +$400 |
|
2397
Establishment Labs
ESTA
$1.13B
| $203K | ﹤0.01% |
3,729
| – | – |
|
2398
Metropolitan Bank Holding Corp
MCB
$834M
| $202K | ﹤0.01% |
3,132
+84
| +3% | +$5.42K |
|
2399
Apogee Enterprises
APOG
$927M
| $201K | ﹤0.01% |
5,255
-9
| -0.2% | -$344 |
|
2400
Dine Brands
DIN
$365M
| $201K | ﹤0.01% |
3,168
| – | – |
|