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 | |
|---|---|---|---|---|---|---|
2426
Federal Agricultural Mortgage
AGM
$2.26B
| $203K | ﹤0.01% |
1,869
| – | – |
|
|
ARR
2427
Armour Residential REIT
ARR
$1.75B
| $203K | ﹤0.01% |
24,176
+10,812
| +81% | +$90.8K |
|
2428
GoPro
GPRO
$236M
| $203K | ﹤0.01% |
23,724
+21
| +0.1% | +$180 |
|
2429
Parsons
PSN
$8.61B
| $203K | ﹤0.01% |
+5,238
| New | +$203K |
|
2430
Steelcase
SCS
$1.92B
| $203K | ﹤0.01% |
17,000
-7
| -0% | -$84 |
|
2431
Usana Health Sciences
USNA
$579M
| $203K | ﹤0.01% |
2,556
-3
| -0.1% | -$238 |
|
|
FRG
2432
DELISTED
Franchise Group, Inc.
FRG
| $203K | ﹤0.01% |
4,906
+1
| +0% | +$41 |
|
2433
Blink Charging
BLNK
$115M
| $202K | ﹤0.01% |
7,658
+3
| +0% | +$79 |
|
2434
HarborOne Bancorp
HONE
$555M
| $202K | ﹤0.01% |
14,390
-3,460
| -19% | -$48.6K |
|
2435
Ichor Holdings
ICHR
$566M
| $201K | ﹤0.01% |
5,669
+2
| +0% | +$71 |
|
2436
Prothena Corp
PRTA
$445M
| $201K | ﹤0.01% |
5,495
| – | – |
|
2437
FibroGen
FGEN
$49.3M
| $200K | ﹤0.01% |
16,640
+3
| +0% | +$36 |
|
2438
Globalstar
GSAT
$3.84B
| $200K | ﹤0.01% |
136,753
-1,437
| -1% | -$2.1K |
|
|
ONL
2439
Orion Office REIT
ONL
$168M
| $199K | ﹤0.01% |
14,195
-3,673
| -21% | -$51.5K |
|
|
TWOU
2440
DELISTED
2U, Inc.
TWOU
| $199K | ﹤0.01% |
15,023
-13,447
| -47% | -$178K |
|
2441
Cars.com
CARS
$783M
| $197K | ﹤0.01% |
13,689
+2
| +0% | +$29 |
|
2442
Kearny Financial
KRNY
$423M
| $197K | ﹤0.01% |
15,334
-10
| -0.1% | -$128 |
|
2443
Eventbrite
EB
$260M
| $196K | ﹤0.01% |
13,236
+5
| +0% | +$74 |
|
2444
Nektar Therapeutics
NKTR
$553M
| $196K | ﹤0.01% |
36,452
-1,879
| -5% | -$10.1K |
|
2445
Enviri
NVRI
$883M
| $196K | ﹤0.01% |
16,024
+2
| +0% | +$24 |
|
2446
Microvast
MVST
$854M
| $193K | ﹤0.01% |
28,944
+6
| +0% | +$40 |
|
2447
Orion
OEC
$585M
| $190K | ﹤0.01% |
11,907
| – | – |
|
2448
MRC Global
MRC
$1.27B
| $189K | ﹤0.01% |
15,841
+2
| +0% | +$24 |
|
2449
Cerus
CERS
$243M
| $188K | ﹤0.01% |
34,161
+9
| +0% | +$50 |
|
2450
Gevo
GEVO
$416M
| $188K | ﹤0.01% |
40,203
+7
| +0% | +$33 |
|