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 |
Workday
WDAY
|
$415M |
| 2 |
Atlassian
TEAM
|
$397M |
| 3 |
TJX Companies
TJX
|
$266M |
| 4 |
Corteva
CTVA
|
$199M |
| 5 |
JPMorgan Chase
JPM
|
$163M |
Top Sells
| 1 |
Apple
AAPL
|
$2.44B |
| 2 |
Microsoft
MSFT
|
$1.41B |
| 3 |
Amazon
AMZN
|
$657M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$564M |
| 5 |
Meta Platforms (Facebook)
META
|
$537M |
Sector Composition
| 1 | Technology | 30.37% |
| 2 | Healthcare | 21.1% |
| 3 | Financials | 10.49% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Modine Manufacturing
MOD
$7.1B
| $110K | ﹤0.01% |
10,425
-6
| -0.1% | -$63 |
|
|
SRNE
2452
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $110K | ﹤0.01% |
54,443
+220
| +0.4% | +$445 |
|
2453
Alector
ALEC
$305M
| $108K | ﹤0.01% |
10,666
+133
| +1% | +$1.35K |
|
|
LOGC
2454
DELISTED
ContextLogic
LOGC
| $108K | ﹤0.01% |
2,244
+18
| +0.8% | +$866 |
|
2455
8x8 Inc
EGHT
$282M
| $107K | ﹤0.01% |
20,795
+14
| +0.1% | +$72 |
|
|
GPMT
2456
Granite Point Mortgage Trust
GPMT
$143M
| $107K | ﹤0.01% |
11,182
-15
| -0.1% | -$144 |
|
2457
Marathon Digital Holdings
MARA
$5.63B
| $107K | ﹤0.01% |
20,053
| – | – |
|
|
LGF.A
2458
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $106K | ﹤0.01% |
11,439
| – | – |
|
|
DM
2459
DELISTED
Desktop Metal, Inc.
DM
| $104K | ﹤0.01% |
4,710
+52
| +1% | +$1.15K |
|
2460
Arlo Technologies
ARLO
$1.89B
| $103K | ﹤0.01% |
+16,479
| New | +$103K |
|
2461
IonQ
IONQ
$12.4B
| $103K | ﹤0.01% |
+23,581
| New | +$103K |
|
2462
QuinStreet
QNST
$920M
| $103K | ﹤0.01% |
10,286
+7
| +0.1% | +$70 |
|
2463
Sangamo Therapeutics
SGMO
$165M
| $103K | ﹤0.01% |
24,829
+108
| +0.4% | +$448 |
|
|
CNSL
2464
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $103K | ﹤0.01% |
14,704
+310
| +2% | +$2.17K |
|
2465
TG Therapeutics
TGTX
$5.11B
| $102K | ﹤0.01% |
23,922
+27
| +0.1% | +$115 |
|
2466
Robinhood
HOOD
$90B
| $101K | ﹤0.01% |
+12,286
| New | +$101K |
|
2467
SelectQuote
SLQT
$358M
| $100K | ﹤0.01% |
40,551
+8,211
| +25% | +$20.2K |
|
2468
Theravance Biopharma
TBPH
$703M
| $100K | ﹤0.01% |
11,074
+78
| +0.7% | +$704 |
|
2469
Stagwell
STGW
$1.44B
| $99K | ﹤0.01% |
18,285
+420
| +2% | +$2.27K |
|
2470
GoodRx Holdings
GDRX
$1.39B
| $98K | ﹤0.01% |
+16,566
| New | +$98K |
|
2471
W&T Offshore
WTI
$261M
| $98K | ﹤0.01% |
+22,622
| New | +$98K |
|
2472
RPC Inc
RES
$1.04B
| $97K | ﹤0.01% |
13,982
+815
| +6% | +$5.65K |
|
2473
Yext
YEXT
$1.1B
| $96K | ﹤0.01% |
20,026
-161,532
| -89% | -$774K |
|
2474
Riot Platforms
RIOT
$4.91B
| $95K | ﹤0.01% |
22,736
-17
| -0.1% | -$71 |
|
|
PAYA
2475
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $95K | ﹤0.01% |
14,496
+299
| +2% | +$1.96K |
|