JH

JANUS HENDERSON GROUP PLC

13F
JANUS HENDERSON GROUP PLC
Last update 2025-05-15 2477 Stocks (54 new)
Value $182.36 Bil Turnover 6 %
Countries:
Top Holdings: MSFT(6.01%)NVDA(4.90%)AMZN(3.61%)AAPL(3.54%)META(2.66%)
Summary Stock Picks Current Portfolio
JANUS HENDERSON GROUP PLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
28,945,945
10,964,309.0
+3.05%
6.010
+0.18%
0.390
+28.75%
+16.96%
3,650,048.0
Software
NVDA
NVIDIA Corp
81,551,284
8,942,971.9
-4.84%
4.900
-0.28%
0.330
+42.42%
+17.12%
3,834,943.3
Semiconductors
AMZN
Amazon.com Inc
34,145,142
6,579,740.8
+4.54%
3.610
+0.16%
0.320
+12.20%
+0.24%
2,334,748.2
Retail - Cyclical
AAPL
Apple Inc
29,609,802
6,452,252.9
-5.34%
3.540
-0.21%
0.200
-4.99%
-14.96%
3,172,966.9
Hardware
META
Meta Platforms Inc
8,400,656
4,845,073.0
-9.99%
2.660
-0.28%
0.330
+22.30%
+22.07%
1,794,148.5
Interactive Media
GOOG
Alphabet Inc
30,999,870
4,837,729.4
+0.56%
2.650
+0.01%
0.260
+13.29%
-5.39%
2,174,084.8
Interactive Media
LLY
Eli Lilly and Co
4,532,612
3,727,633.8
+1.07%
2.040
+0.02%
0.500
-4.56%
+1.32%
699,587.4
Drug Manufacturers
MA
Mastercard Inc
6,789,920
3,671,110.4
-0.99%
2.010
-0.02%
0.750
+2.75%
+6.96%
509,906.3
Credit Services
AVGO
Broadcom Inc
20,513,226
3,469,010.6
+33.56%
1.900
+0.48%
0.440
+57.21%
+17.04%
1,269,466.8
Semiconductors
UNH
UnitedHealth Group Inc
4,980,817
2,570,373.6
-9.57%
1.410
-0.14%
0.550
-40.80%
-38.51%
279,000.1
Healthcare Plans

JANUS HENDERSON GROUP PLC's Historical Top Holdings Breakdowns

JANUS HENDERSON GROUP PLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.48%
●
167.43 ($211.65) 244.7
$269.90
27.52%
Add 33.56%
20,513,226
5,154,536
BKNG
Booking Holdings Inc
2025-03-31
Reduce
Reduce
-0.31%
●
4295.4 ($4781.72) 5141.88
$5,701.76
19.24%
Reduce -26.22%
346,129
-123,013
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.28%
●
576.36 ($645.17) 736.67
$713.57
10.60%
Reduce -9.99%
8,400,656
-932,847
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.28%
●
106.98 ($126.74) 149.43
$157.25
24.07%
Reduce -4.84%
81,551,284
-4,151,925
LIN
Linde PLC
2025-03-31
Reduce
Reduce
-0.27%
●
412.91 ($450.21) 468.77
$477.17
5.99%
Reduce -83.48%
247,648
-1,251,705
CRM
Salesforce Inc
2025-03-31
Reduce
Reduce
-0.25%
●
268.36 ($311.03) 359.95
$269.21
-13.45%
Reduce -57.62%
1,091,745
-1,484,359
AMAT
Applied Materials Inc
2025-03-31
Reduce
Reduce
-0.22%
●
145.06 ($168.16) 195.51
$190.01
12.99%
Reduce -72.95%
992,358
-2,675,965
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.21%
●
209.68 ($231.67) 247.1
$212.44
-8.30%
Reduce -5.34%
29,609,802
-1,671,934
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-0.18%
●
96.63 ($111.19) 129.55
$138.52
24.58%
Reduce -92.59%
225,943
-2,824,765
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.18%
●
375.39 ($407.71) 447.2
$491.09
20.45%
Add 3.05%
28,945,945
856,672

JANUS HENDERSON GROUP PLC Total Holding History ($B)

To

JANUS HENDERSON GROUP PLC's Asset Allocation

To

JANUS HENDERSON GROUP PLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JANUS HENDERSON GROUP PLC's Hypothetical Growth since 2025-03-31

JANUS HENDERSON GROUP PLC's Yearly Returns

Year Portfolio % % Excess Gain %

JANUS HENDERSON GROUP PLC's Holdings Heat Map

Size field:

JANUS HENDERSON GROUP PLC's Holdings Bubble Chart

JANUS HENDERSON GROUP PLC News

  • 1

Discussions on JANUS HENDERSON GROUP PLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.