Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50.4 Billion
  • Q4 2024

Baird Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $50.4 Billion distributed in 3237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.39B, Microsoft Corp with a value of $2.28B, Jpmorgan Chase & CO with a value of $1.43B, Alphabet Inc. with a value of $1.18B, and Berkshire Hathaway Inc Class B with a value of $1.1B.

Examining the 13F form we can see an increase of $229M in the current position value, from $50.2B to 50.4B.

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 $50.4 Billion
ETFs: $13.8 Billion
Technology: $9.07 Billion
Financial Services: $7.18 Billion
Industrials: $5.07 Billion
Consumer Cyclical: $4.52 Billion
Healthcare: $3.47 Billion
Communication Services: $3.29 Billion
Consumer Defensive: $1.86 Billion
Other: $2.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$2.39 Billion 4.75% of portfolio
9,557,076
Q4 2024 Added 1.21%
$2.8T
$2.28 Billion 4.54% of portfolio
5,420,868
Q4 2024 Added 0.6%
$720B
$1.43 Billion 2.84% of portfolio
5,966,701
Q4 2024 Added 1.74%
$951B
$1.18 Billion 2.35% of portfolio
6,206,393
Q4 2024 Added 1.79%
$683B
$1.1 Billion 2.19% of portfolio
2,434,429
Q4 2024 Added 3.24%
$375B
$981 Million 1.95% of portfolio
2,522,226
Q4 2024 Added 2.4%
$166B
$879 Million 1.74% of portfolio
3,667,903
Q4 2024 Added 3.14%
$1.3T
$765 Million 1.52% of portfolio
1,296,348
Q4 2024 Added 25.59%
$270B
$648 Million 1.29% of portfolio
4,828,410
Q4 2024 Added 0.49%
$44.4B
$595 Million 1.18% of portfolio
8,275,793
Q4 2024 Added 0.91%
$434B
$568 Million 1.13% of portfolio
3,930,324
Q4 2024 Reduced 4.23%
$1.94T
$566 Million 1.12% of portfolio
2,582,158
Q4 2024 Added 4.81%
$419B
$564 Million 1.12% of portfolio
615,293
Q4 2024 Added 0.74%
$90B
$517 Million 1.03% of portfolio
436,391
Q4 2024 Added 3.09%
$219B
$507 Million 1.01% of portfolio
3,042,562
Q4 2024 Added 6.79%
$78.1B
$510 Million 1.01% of portfolio
802,224
Q4 2024 Added 3.37%
$67.8B
$454 Million 0.9% of portfolio
1,956,210
Q4 2024 Added 1.7%
$141B
$438 Million 0.87% of portfolio
3,629,558
Q4 2024 Added 2.24%
$145B
$439 Million 0.87% of portfolio
1,922,949
Q4 2024 Added 1.27%
$922B
$391 Million 0.78% of portfolio
2,063,251
Q4 2024 Added 3.95%
$180B
$373 Million 0.74% of portfolio
3,345,892
Q4 2024 Added 2.5%
$370B
$370 Million 0.73% of portfolio
2,080,595
Q4 2024 Reduced 1.5%
$573B
$356 Million 0.71% of portfolio
1,126,396
Q4 2024 Reduced 0.28%
$62.7B
$307 Million 0.61% of portfolio
6,426,793
Q4 2024 Added 2.14%
$523B
$285 Million 0.57% of portfolio
541,847
Q4 2024 Added 2.38%
$404B
$281 Million 0.56% of portfolio
1,674,294
Q4 2024 Added 2.72%
$335B
$268 Million 0.53% of portfolio
6,097,880
Q4 2024 Added 1.98%
$272B
$252 Million 0.5% of portfolio
3,584,680
Q4 2024 Added 2.21%
$327B
$247 Million 0.49% of portfolio
1,705,299
Q4 2024 Reduced 0.37%
$12.3B
$236 Million 0.47% of portfolio
2,887,526
Q4 2024 Added 4.32%
$16.9B
$232 Million 0.46% of portfolio
2,696,545
Q4 2024 Added 3.3%
$232B
$218 Million 0.43% of portfolio
1,924,508
Q4 2024 Reduced 1.02%
$253B
$212 Million 0.42% of portfolio
3,575,082
Q4 2024 Reduced 36.57%
$490B
$211 Million 0.42% of portfolio
416,151
Q4 2024 Added 4.6%
$785B
$203 Million 0.4% of portfolio
263,047
Q4 2024 Reduced 4.72%
$19.7B
$195 Million 0.39% of portfolio
1,760,546
Q4 2024 Added 2.22%
$238B
$196 Million 0.39% of portfolio
2,173,166
Q4 2024 Added 2.08%
$227B
$193 Million 0.38% of portfolio
1,938,701
Q4 2024 Reduced 7.88%
$207B
$189 Million 0.37% of portfolio
1,241,785
Q4 2024 Reduced 9.04%
$818B
$183 Million 0.36% of portfolio
453,113
Q4 2024 Reduced 5.03%
$861B
$171 Million 0.34% of portfolio
867,833
Q4 2024 Reduced 7.06%
$230B
$164 Million 0.33% of portfolio
566,821
Q4 2024 Added 0.16%
$496B
$150 Million 0.3% of portfolio
1,392,252
Q4 2024 Added 2.57%
$127B
$145 Million 0.29% of portfolio
493,951
Q4 2024 Reduced 1.05%
$174B
$146 Million 0.29% of portfolio
403,017
Q4 2024 Added 0.46%
$108B
$141 Million 0.28% of portfolio
423,540
Q4 2024 Reduced 3.53%
$55.6B
$131 Million 0.26% of portfolio
931,758
Q4 2024 Reduced 0.09%
$166B
$133 Million 0.26% of portfolio
266,670
Q4 2024 Added 1.12%
$112B
$132 Million 0.26% of portfolio
1,445,615
Q4 2024 Reduced 1.56%

Summary

  • Portfolio
  • No. of Stocks 3,237
  • Current Value $50.4 Billion
  • Prior Value $50.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 886 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 667 stocks
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