Titelia

Holdings of Janus Henderson European Focus Fund

JANUS INVESTMENT FUND · 42 declared positions · as of Mar 31, 2026

Original filing · Net assets 664.7M $ · Ten largest lines: 41.6 % of the equity sleeve

Sector breakdown

  • Financials 9.4 %
  • Industrials 8.5 %
  • Technology 8.1 %
  • Energy 7.8 %
  • Health care 5.1 %
  • Utilities 3.9 %
  • Materials 2.4 %
  • Unattributed 54.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • EUR 69.7 %
  • GBP 12.1 %
  • SEK 6.5 %
  • CHF 6.0 %
  • USD 5.2 %
  • DKK 0.5 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • ES 15.4 %
  • DE 13.0 %
  • GB 12.3 %
  • FR 12.3 %
  • NL 11.8 %
  • SE 6.5 %
  • FI 6.2 %
  • CH 6.0 %
  • IT 5.7 %
  • AT 4.4 %
  • US 3.4 %
  • BE 2.4 %
  • Other countries 0.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
ES586.5M $15.39 %
DE673.3M $13.03 %
GB669.3M $12.33 %
FR569.1M $12.29 %
NL466.2M $11.77 %
SE336.6M $6.52 %
FI334.7M $6.17 %
CH234M $6.05 %
IT332.3M $5.74 %
AT124.5M $4.36 %
US219.3M $3.43 %
BE113.7M $2.43 %

Positions

CompanySharesValueWeight
ASML Holding NV 28,07537.2M $5.59 %
Novartis AG 187,06028.4M $4.27 %
Banco Santander SA 2,164,35124.5M $3.68 %
Erste Group Bank AG 226,64124.5M $3.68 %
TotalEnergies SE 257,91423.8M $3.58 %
Iberdrola SA 943,76521.7M $3.26 %
Siemens AG 86,75620.6M $3.10 %
Shell PLC 426,00519.9M $2.99 %
Banco Bilbao Vizcaya Argentaria SA 812,96817.7M $2.67 %
Orange SA 769,25915.7M $2.36 %
Sandvik AB 400,72015.3M $2.31 %
ACS Actividades de Construccion y Servicios SA 117,45014.5M $2.19 %
Rolls-Royce Holdings PLC 949,25914.5M $2.18 %
Argenx SE 18,78713.7M $2.06 %
Knorr-Bremse AG 122,00313.6M $2.05 %
CRH PLC 127,24813.4M $2.01 %
Rheinmetall AG 7,96813.3M $2.00 %
Wartsila OYJ Abp 345,89112.9M $1.95 %
Siemens Energy AG 77,61012.8M $1.92 %
Nokia Oyj 1,523,04812.1M $1.83 %
Leonardo SpA 180,37912.1M $1.82 %
Investor AB 303,15011.5M $1.73 %
UniCredit SpA 150,78910.9M $1.63 %
ASR Nederland NV 157,53310.9M $1.63 %
Thales SA 34,09310M $1.51 %
ASM International NV 13,0539.9M $1.50 %
BASF SE 163,9639.9M $1.49 %
Alstom SA 345,9349.9M $1.48 %
Epiroc AB 400,6489.8M $1.48 %
Technip Energies NV 230,3789.7M $1.46 %
UPM-Kymmene Oyj 310,0239.6M $1.45 %
NatWest Group PLC 1,258,0939.3M $1.40 %
FinecoBank Banca Fineco SpA 418,8799.3M $1.40 %
Antofagasta PLC 206,1279.2M $1.38 %
Anglo American PLC 211,0899M $1.35 %
NXP Semiconductors NV 41,8838.2M $1.24 %
Industria de Diseno Textil SA 140,5968.1M $1.22 %
InterContinental Hotels Group PLC 56,8097.5M $1.13 %
Sunbelt Rentals Holdings Inc 92,7585.9M $0.89 %
Huber + Suhner AG 25,2695.6M $0.84 %
TUI AG 407,7983.1M $0.47 %
Vestas Wind Systems A/S 90,4682.7M $0.41 %