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 | |
|---|---|---|---|---|---|---|
2401
Seaboard Corp
SEB
$3.78B
| $201K | ﹤0.01% |
59
-5
| -8% | -$17K |
|
2402
Alector
ALEC
$305M
| $200K | ﹤0.01% |
21,120
+10,454
| +98% | +$99K |
|
2403
Griffon
GFF
$3.79B
| $200K | ﹤0.01% |
6,785
-2,997
| -31% | -$88.3K |
|
2404
Great Lakes Dredge & Dock
GLDD
$798M
| $200K | ﹤0.01% |
26,448
+13,244
| +100% | +$100K |
|
2405
Senseonics Holdings
SENS
$373M
| $198K | ﹤0.01% |
148,594
+74,271
| +100% | +$99K |
|
|
GMRE
2406
Global Medical REIT
GMRE
$508M
| $196K | ﹤0.01% |
23,098
+11,556
| +100% | +$98.1K |
|
2407
SunCoke Energy
SXC
$667M
| $196K | ﹤0.01% |
33,646
+16,858
| +100% | +$98.2K |
|
2408
ARKO Corp
ARKO
$559M
| $194K | ﹤0.01% |
20,690
+10,167
| +97% | +$95.3K |
|
2409
Kezar Life Sciences
KZR
$29.8M
| $194K | ﹤0.01% |
+2,247
| New | +$194K |
|
2410
Unisys
UIS
$277M
| $194K | ﹤0.01% |
25,646
+12,841
| +100% | +$97.1K |
|
2411
Butterfly Network
BFLY
$393M
| $192K | ﹤0.01% |
40,552
+20,068
| +98% | +$95K |
|
|
TGI
2412
DELISTED
Triumph Group
TGI
| $192K | ﹤0.01% |
22,438
+11,236
| +100% | +$96.1K |
|
|
ONL
2413
Orion Office REIT
ONL
$170M
| $190K | ﹤0.01% |
21,724
+10,888
| +100% | +$95.2K |
|
2414
Acco Brands
ACCO
$364M
| $188K | ﹤0.01% |
38,384
+19,216
| +100% | +$94.1K |
|
|
TWOU
2415
DELISTED
2U, Inc.
TWOU
| $188K | ﹤0.01% |
1,002
+502
| +100% | +$94.2K |
|
2416
Gran Tierra Energy
GTE
$139M
| $186K | ﹤0.01% |
15,257
+7,628
| +100% | +$93K |
|
|
AMRS
2417
DELISTED
Amyris Inc.
AMRS
| $186K | ﹤0.01% |
63,678
+31,260
| +96% | +$91.3K |
|
2418
Clear Channel Outdoor Holdings
CCO
$656M
| $184K | ﹤0.01% |
133,522
+66,279
| +99% | +$91.3K |
|
2419
Gevo
GEVO
$404M
| $184K | ﹤0.01% |
80,856
+40,688
| +101% | +$92.6K |
|
2420
RPC Inc
RES
$1.04B
| $184K | ﹤0.01% |
26,450
+12,468
| +89% | +$86.7K |
|
|
VRAY
2421
DELISTED
ViewRay, Inc.
VRAY
| $180K | ﹤0.01% |
49,494
+24,763
| +100% | +$90.1K |
|
2422
Accel Entertainment
ACEL
$967M
| $178K | ﹤0.01% |
22,740
+11,176
| +97% | +$87.5K |
|
2423
Yext
YEXT
$1.1B
| $178K | ﹤0.01% |
39,904
+19,878
| +99% | +$88.7K |
|
2424
1-800-Flowers.com
FLWS
$324M
| $176K | ﹤0.01% |
27,246
+13,231
| +94% | +$85.5K |
|
2425
Select Water Solutions
WTTR
$881M
| $176K | ﹤0.01% |
25,056
+12,351
| +97% | +$86.8K |
|