Janus Henderson Group PLC Portfolio Holdings

Janus Henderson Group PLC

  • $194 Billion
  • Q2 2025

Janus Henderson Group PLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 4322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.6B, Nvidia Corp with a value of $13.4B, Amazon Com Inc with a value of $7.36B, Meta Platforms, Inc. with a value of $6.01B, and Broadcom Inc. with a value of $6B.

Examining the 13F form we can see an increase of $20B in the current position value, from $174B to 194B.

Janus Henderson Group PLC is based out at London, X0

Below you can find more details about Janus Henderson Group PLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
Technology: $73.1 Billion
Healthcare: $30.8 Billion
Financial Services: $20.4 Billion
Consumer Cyclical: $20.2 Billion
Communication Services: $16.8 Billion
Industrials: $16.1 Billion
Real Estate: $3.88 Billion
Consumer Defensive: $3.45 Billion
Other: $9.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.13B
$3.07 Million 0.0% of portfolio
49,030
Q2 2025 Added 684.35%
$5.65B
$3.22 Million 0.0% of portfolio
109,100
Q2 2025 Reduced 6.59%
$1.34B
$564,000 0.0% of portfolio
31,688
Q2 2024 Reduced 1.15%
$1.13B
$5.17 Million 0.0% of portfolio
22,944
Q2 2025 Added 2,187.54%
$12B
$1.46 Million 0.0% of portfolio
20,037
Q2 2025 Reduced 47.7%
Alibaba Group Hldg LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
$2.74B
$552,000 0.0% of portfolio
39,498
Q2 2024 Reduced 1.24%
$4.49B
$5.85 Million 0.0% of portfolio
204,595
Q2 2025 Reduced 12.17%
$14.6B
$861,000 0.0% of portfolio
5,977
Q2 2025 Reduced 49.81%
$6.1B
$1.96 Million 0.0% of portfolio
57,329
Q2 2025 Reduced 82.48%
Allied Gold Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$446M
$1.34 Million 0.0% of portfolio
48,222
Q2 2025 New
$55.9B
$6.39 Million 0.0% of portfolio
31,727
Q2 2025 Reduced 2.09%
$748M
$346,000 0.0% of portfolio
13,485
Q2 2024 Reduced 0.86%
$2.84B
$614,000 0.0% of portfolio
5,465
Q1 2025 Reduced 81.03%
$1.65B
$1.06 Million 0.0% of portfolio
95,216
Q2 2025 Added 91.42%
$118B
$8.37 Million 0.0% of portfolio
142,703
Q2 2025 Added 5.57%
Amalgamated Financial Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 66.24%
$2.66B
$1.18 Million 0.0% of portfolio
17,898
Q2 2025 Reduced 45.11%
Amc Entmt Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 29.71%
$14.5B
$6.1 Million 0.0% of portfolio
664,122
Q2 2025 Added 857.82%
$3.28B
$7.16 Million 0.0% of portfolio
72,736
Q2 2025 Reduced 7.91%
Amentum Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 47.02%
$2.82B
$1.26 Million 0.0% of portfolio
16,496
Q2 2025 Reduced 31.97%
$674M
$195,000 0.0% of portfolio
10,737
Q2 2024 Reduced 1.29%
$666M
$236,000 0.0% of portfolio
15,553
Q2 2024 Reduced 1.04%
$7.17B
$774,000 0.0% of portfolio
70,158
Q3 2024 Reduced 21.6%
$1.17B
$443,000 0.0% of portfolio
22,453
Q2 2025 Reduced 87.06%
$2.35B
$578,000 0.0% of portfolio
60,132
Q2 2025 Reduced 28.27%
$57.5B
$4.95 Million 0.0% of portfolio
47,680
Q2 2025 Reduced 42.14%
$11.1B
$503,000 0.0% of portfolio
3,990
Q2 2025 Reduced 5.29%
American Healthcare Reit Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 29.05%
$59.7B
$6.55 Million 0.0% of portfolio
76,496
Q2 2025 Reduced 6.69%
$1.6B
$1.72 Million 0.0% of portfolio
46,761
Q2 2025 Added 195.96%
$1.05B
$389,000 0.0% of portfolio
7,289
Q2 2024 Reduced 1.1%
$25.8B
$6.17 Million 0.0% of portfolio
44,354
Q2 2025 Reduced 35.94%
$3.96B
$1.81 Million 0.0% of portfolio
108,883
Q2 2025 Reduced 11.1%
$55.2B
$6.51 Million 0.0% of portfolio
12,201
Q2 2025 Reduced 2.15%
$845M
$369,000 0.0% of portfolio
8,435
Q2 2024 Reduced 1.14%
$5.96B
$1.06 Million 0.0% of portfolio
50,423
Q4 2024 Reduced 8.53%
$777M
$231,000 0.0% of portfolio
11,215
Q2 2025 Reduced 43.11%
$1.37B
$475,000 0.0% of portfolio
58,800
Q2 2024 Reduced 0.96%
$1.49B
$387,000 0.0% of portfolio
16,868
Q2 2025 Reduced 86.44%
$744M
$431,000 0.0% of portfolio
34,774
Q2 2025 Reduced 97.89%
Amrize LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
$840M
$341,000 0.0% of portfolio
37,000
Q1 2025 New
$1.36B
$7.5 Million 0.0% of portfolio
203,981
Q2 2025 Added 25.57%
Angi Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$1.54B
$418,000 0.0% of portfolio
6,410
Q2 2025 Reduced 32.6%

Summary

  • Portfolio
  • No. of Stocks 4,322
  • Current Value $194 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 68 stocks
  • Additional Purchases 608 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 943 stocks
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