Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50 Billion
  • Q1 2025

Baird Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $50 Billion distributed in 2973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.13B, Microsoft Corp with a value of $2.06B, Jpmorgan Chase & CO with a value of $1.5B, Berkshire Hathaway Inc Class B with a value of $1.3B, and Alphabet Inc. with a value of $1B.

Examining the 13F form we can see an decrease of $391M in the current position value, from $50.4B to 50B.

Baird Financial Group, Inc. is based out at Milwaukee, WI

Below you can find more details about Baird Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $50 Billion
ETFs: $14 Billion
Technology: $7.86 Billion
Financial Services: $7.45 Billion
Industrials: $4.97 Billion
Consumer Cyclical: $4.47 Billion
Healthcare: $3.89 Billion
Communication Services: $3.27 Billion
Consumer Defensive: $1.82 Billion
Other: $2.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$2.13 Billion 4.27% of portfolio
9,602,539
Q1 2025 Added 0.48%
$3.51T
$2.06 Billion 4.11% of portfolio
5,475,965
Q1 2025 Added 1.02%
$788B
$1.5 Billion 3.0% of portfolio
6,106,370
Q1 2025 Added 2.34%
$648B
$1.3 Billion 2.6% of portfolio
2,444,997
Q1 2025 Added 0.43%
$1.1T
$1 Billion 2.0% of portfolio
6,407,770
Q1 2025 Added 3.24%
$155B
$962 Million 1.92% of portfolio
3,399,095
Q1 2025 Reduced 7.33%
$377B
$953 Million 1.91% of portfolio
2,600,482
Q1 2025 Added 3.1%
$0
$885 Million 1.77% of portfolio
17,409,909
Q1 2025 Added 0.71%
$0
$881 Million 1.76% of portfolio
4,681,498
Q1 2025 Added 1.78%
$0
$851 Million 1.7% of portfolio
2,357,714
Q1 2025 Added 0.13%
$1.5T
$807 Million 1.61% of portfolio
1,399,983
Q1 2025 Added 7.99%
$0
$699 Million 1.4% of portfolio
8,218,663
Q1 2025 Added 1.77%
$409B
$679 Million 1.36% of portfolio
4,094,430
Q1 2025 Added 4.18%
$5.76B
$661 Million 1.32% of portfolio
461,130
Q1 2025 Added 5.67%
$24.5B
$653 Million 1.31% of portfolio
8,418,765
Q1 2025 Added 1.73%
$264B
$604 Million 1.21% of portfolio
3,019,606
Q1 2025 Reduced 0.75%
$446B
$572 Million 1.14% of portfolio
605,173
Q1 2025 Reduced 1.64%
$160B
$540 Million 1.08% of portfolio
6,904,327
Q1 2025 Added 6.0%
$86.2B
$515 Million 1.03% of portfolio
846,899
Q1 2025 Added 5.57%
$359B
$509 Million 1.02% of portfolio
4,699,643
Q1 2025 Reduced 2.67%
$2.22T
$493 Million 0.99% of portfolio
2,593,694
Q1 2025 Added 0.45%
$139B
$469 Million 0.94% of portfolio
1,984,957
Q1 2025 Added 3.22%
$146B
$456 Million 0.91% of portfolio
3,741,794
Q1 2025 Added 3.09%
$0
$445 Million 0.89% of portfolio
792,729
Q1 2025 Added 3.64%
$0
$442 Million 0.88% of portfolio
860,550
Q1 2025 Reduced 2.08%
$0
$435 Million 0.87% of portfolio
5,755,495
Q1 2025 Added 5.42%
$335B
$424 Million 0.85% of portfolio
2,023,542
Q1 2025 Reduced 2.74%
$216B
$419 Million 0.84% of portfolio
4,242,266
Q1 2025 Added 26.79%
$606B
$389 Million 0.78% of portfolio
1,109,185
Q1 2025 Reduced 1.53%
$0
$345 Million 0.69% of portfolio
616,839
Q1 2025 Reduced 2.75%
$99.1B
$341 Million 0.68% of portfolio
2,038,320
Q1 2025 Added 4.2%
$14.9B
$323 Million 0.65% of portfolio
3,896,270
Q1 2025 Added 44.49%
$993B
$318 Million 0.64% of portfolio
2,058,300
Q1 2025 Reduced 0.24%
$147B
$296 Million 0.59% of portfolio
1,441,706
Q1 2025 Added 290.61%
$562B
$295 Million 0.59% of portfolio
539,098
Q1 2025 Reduced 0.51%
$386B
$290 Million 0.58% of portfolio
1,702,004
Q1 2025 Added 1.66%
$281B
$284 Million 0.57% of portfolio
1,696,911
Q1 2025 Reduced 0.49%
$0
$285 Million 0.57% of portfolio
4,852,865
Q1 2025 Added 17.09%
$0
$268 Million 0.54% of portfolio
3,274,661
Q1 2025 Added 15.66%
$286B
$270 Million 0.54% of portfolio
3,759,194
Q1 2025 Added 4.87%
$235B
$263 Million 0.53% of portfolio
1,979,286
Q1 2025 Added 2.85%
$362B
$266 Million 0.53% of portfolio
6,368,808
Q1 2025 Added 4.44%
$0
$258 Million 0.52% of portfolio
3,375,737
Q1 2025 Added 5.43%
$0
$244 Million 0.49% of portfolio
1,414,704
Q1 2025 Added 1.73%
$10.8B
$241 Million 0.48% of portfolio
3,093,632
Q1 2025 Added 7.14%
$0
$241 Million 0.48% of portfolio
2,530,645
Q1 2025 Added 4.24%
$284B
$229 Million 0.46% of portfolio
437,977
Q1 2025 Added 5.24%
$18.8B
$222 Million 0.44% of portfolio
1,845,102
Q1 2025 Added 4.8%
$767B
$215 Million 0.43% of portfolio
260,718
Q1 2025 Reduced 0.89%

Summary

  • Portfolio
  • No. of Stocks 2,973
  • Current Value $50 Billion
  • Prior Value $50.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 107 stocks
  • Additional Purchases 783 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 776 stocks
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