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Portfolio (Quarterly) Guide ↗

JANUS HENDERSON GROUP PLC

· CIK 0001274173
13F Portfolio $209.4B AUM 4,333 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 2407 New
Page 52 of 121  ·  2,407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 IVZ INVESCO LTD Financial Services 165,886.0 $4.0M 0.00% NEW $24.30 +33.1%
1022 MUSA MURPHY USA INC Consumer Cyclical 8,127.0 $4.0M 0.00% NEW $493.82 +4.9%
1023 BAX BAXTER INTL INC Healthcare 237,683.0 $4.0M 0.00% NEW $16.80 +47.9%
1024 ROP ROPER TECHNOLOGIES INC Industrials 11,245.0 $4.0M 0.00% NEW $353.77 +11.8%
1025 BPOP POPULAR INC Financial Services 29,566.0 $4.0M 0.00% NEW $134.24 +24.8%
1026 HSY HERSHEY CO Consumer Defensive 18,986.0 $3.9M 0.00% NEW $207.84 -16.6%
1027 JSI JANUS DETROIT STR TR 76,333.0 $3.9M 0.00% NEW $51.55 -1.4%
1028 WYNN WYNN RESORTS LTD Consumer Cyclical 38,350.0 $3.9M 0.00% NEW $101.57 -9.2%
1029 EMN EASTMAN CHEM CO Basic Materials 51,042.0 $3.9M 0.00% NEW $76.31 -7.8%
1030 AFG AMERICAN FINANCIAL GROUP INC Financial Services 30,500.0 $3.9M 0.00% NEW $127.67 +10.4%
1031 SM SM ENERGY COMPANY Energy 124,445.0 $3.9M 0.00% NEW $31.20 +21.0%
1032 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 54,429.0 $3.9M 0.00% NEW $71.16 -6.2%
1033 BLOCK INC 64,287.0 $3.9M 0.00% NEW $60.18
1034 BRX BRIXMOR PPTY GROUP INC Real Estate 134,026.0 $3.9M 0.00% NEW $28.80 +1.2%
1035 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 206,469.0 $3.9M 0.00% NEW $18.70 -17.7%
1036 NFG NATIONAL FUEL GAS CO Energy 41,034.0 $3.9M 0.00% NEW $93.98 -10.8%
1037 BRBR BELLRING BRANDS INC Consumer Defensive 239,540.0 $3.9M 0.00% NEW $16.09 -39.2%
1038 BNDX VANGUARD CHARLOTTE FDS 80,175.0 $3.9M 0.00% NEW $48.05 -1.4%
1039 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,722.0 $3.9M 0.00% NEW $195.31 -4.3%
1040 HBAN HUNTINGTON BANCSHARES INC Financial Services 244,907.0 $3.8M 0.00% NEW $15.64 +7.1%
Page 52 of 121  ·  2,407 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Healthcare 20.9%
Industrials 10.4%
Consumer Cyclical 9.3%
Financial Services 8.9%
Communication Services 5.4%
Utilities 2.6%
Energy 1.8%
Consumer Defensive 1.7%
Real Estate 1.5%