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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 44 of 121  ·  2,407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BKD BROOKDALE SR LIVING INC Healthcare 511,502.0 $7.0M 0.00% NEW $13.68 +0.5%
862 MKSI MKS INC. Technology 30,370.0 $7.0M 0.00% NEW $229.94 +59.3%
863 PETROLEO BRASILEIRO S A 372,600.0 $7.0M 0.00% NEW $18.74
864 PFS PROVIDENT FINL SVCS INC Financial Services 329,212.0 $7.0M 0.00% NEW $21.16 +9.4%
865 ALL ALLSTATE CORP Financial Services 33,501.0 $6.9M 0.00% NEW $207.38 +7.6%
866 APA APA CORPORATION Energy 163,589.0 $6.9M 0.00% NEW $42.46 -19.3%
867 TXT TEXTRON INC Industrials 78,810.0 $6.9M 0.00% NEW $87.57 +7.1%
868 MFC MANULIFE FINL CORP Financial Services 201,041.0 $6.9M 0.00% NEW $34.29 +19.9%
869 TFC TRUIST FINL CORP Financial Services 149,844.0 $6.9M 0.00% NEW $45.95 +6.9%
870 ADSK AUTODESK INC Technology 28,586.0 $6.8M 0.00% NEW $239.39 -15.9%
871 AVB AVALONBAY CMNTYS INC Real Estate 41,117.0 $6.7M 0.00% NEW $163.26 +13.2%
872 PR PERMIAN RESOURCES CORP Energy 314,397.0 $6.7M 0.00% NEW $21.34 -12.5%
873 VVX V2X INC Industrials 97,883.0 $6.7M 0.00% NEW $68.50 +27.8%
874 HURN HURON CONSULTING GROUP INC Industrials 52,312.0 $6.7M 0.00% NEW $127.51 -15.6%
875 DNN DENISON MINES CORP Energy 1,882,979.0 $6.7M 0.00% NEW $3.53 -5.7%
876 RNG RINGCENTRAL INC Technology 177,966.0 $6.6M 0.00% NEW $37.20 +2.3%
877 O REALTY INCOME CORP Real Estate 108,173.0 $6.6M 0.00% NEW $61.17 +1.6%
878 CORT CORCEPT THERAPEUTICS INC Healthcare 164,074.0 $6.6M 0.00% NEW $40.31 +107.7%
879 EWBC EAST WEST BANCORP INC Financial Services 61,513.0 $6.6M 0.00% NEW $106.79 +22.3%
880 SHIFT4 PMTS INC 120,400.0 $6.6M 0.00% NEW $54.44
Page 44 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 34.9%
Healthcare 20.1%
Industrials 10.0%
Consumer Cyclical 9.0%
Communication Services 8.7%
Financial Services 8.6%
Utilities 2.5%
Energy 1.7%
Consumer Defensive 1.6%
Real Estate 1.4%