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
+38.90%
+21.44%
3,789,891.3
Software
NVDA
NVIDIA Corp
81,551,284
8,942,971.9
-4.84%
4.900
-0.28%
0.330
+69.99%
+28.49%
4,207,219.4
Semiconductors
AMZN
Amazon.com Inc
34,145,142
6,579,740.8
+4.54%
3.610
+0.16%
0.320
+30.23%
+2.46%
2,386,449.9
Retail - Cyclical
AAPL
Apple Inc
29,609,802
6,452,252.9
-5.34%
3.540
-0.21%
0.200
+7.24%
-15.55%
3,150,861.9
Hardware
META
Meta Platforms Inc
8,400,656
4,845,073.0
-9.99%
2.660
-0.28%
0.330
+39.76%
+19.81%
1,760,821.1
Interactive Media
GOOG
Alphabet Inc
30,999,870
4,837,729.4
+0.56%
2.650
+0.01%
0.260
+21.50%
-2.04%
2,250,925.1
Interactive Media
LLY
Eli Lilly and Co
4,532,612
3,727,633.8
+1.07%
2.040
+0.02%
0.500
-7.77%
+0.52%
694,039.4
Drug Manufacturers
MA
Mastercard Inc
6,789,920
3,671,110.4
-0.99%
2.010
-0.02%
0.750
+6.91%
+5.35%
501,542.8
Credit Services
AVGO
Broadcom Inc
20,513,226
3,469,010.6
+33.56%
1.900
+0.48%
0.440
+65.63%
+22.53%
1,328,918.7
Semiconductors
UNH
UnitedHealth Group Inc
4,980,817
2,570,373.6
-9.57%
1.410
-0.14%
0.550
-37.02%
-43.23%
257,591.6
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
$283.09
33.76%
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
$5,709.81
19.41%
Reduce -26.22%
346,129
-123,013
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.28%
●
576.36 ($645.17) 736.67
$698.33
8.24%
Reduce -9.99%
8,400,656
-932,847
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.28%
●
106.98 ($126.74) 149.43
$172.52
36.12%
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
$463.34
2.92%
Reduce -83.48%
247,648
-1,251,705
CRM
Salesforce Inc
2025-03-31
Reduce
Reduce
-0.25%
●
268.36 ($311.03) 359.95
$259.94
-16.42%
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
$191.95
14.15%
Reduce -72.95%
992,358
-2,675,965
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.21%
●
209.68 ($231.67) 247.1
$210.98
-8.93%
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
$158.21
42.29%
Reduce -92.59%
225,943
-2,824,765
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.18%
●
375.39 ($407.71) 447.2
$510.63
25.24%
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

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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

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