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
$4.75B
$232,000 0.0% of portfolio
2,767
Q4 2024 Added 144.22%
$12.6B
$1.06 Million 0.0% of portfolio
2,505
Q4 2024 Added 45.3%
$7.73B
$576,000 0.0% of portfolio
9,314
Q4 2024 Reduced 5.03%
$7.31B
$2.06 Million 0.0% of portfolio
33,018
Q4 2024 Added 7.73%
$457M
$341,000 0.0% of portfolio
17,801
Q4 2024 New
$918M
$1.1 Million 0.0% of portfolio
20,745
Q4 2024 Reduced 10.86%
$3.74B
$416,000 0.0% of portfolio
14,886
Q4 2024 Reduced 12.18%
$38.2B
$1.33 Million 0.0% of portfolio
14,860
Q4 2024 Reduced 40.72%
$126M
$1.62 Million 0.0% of portfolio
98,327
Q4 2024 Added 22.25%
$0
$1.47 Million 0.0% of portfolio
171,473
Q4 2024 Reduced 5.02%
$0
$1.36 Million 0.0% of portfolio
156,901
Q4 2024 Reduced 13.16%
$37.2B
$260,000 0.0% of portfolio
11,830
Q4 2024 Added 1.4%
$1.85B
$242,000 0.0% of portfolio
4,749
Q4 2024 Added 6.24%
$7.86B
$670,000 0.0% of portfolio
4,996
Q4 2024 Added 0.36%
$12.5B
$753,000 0.0% of portfolio
2,122
Q4 2024 Added 1.63%
$0
$952,000 0.0% of portfolio
24,885
Q4 2024 Reduced 13.17%
$4.65B
$1.91 Million 0.0% of portfolio
4,424
Q4 2024 Reduced 0.09%
$17.7B
$1.21 Million 0.0% of portfolio
13,462
Q4 2024 Reduced 8.04%
$18.9B
$1.44 Million 0.0% of portfolio
19,028
Q4 2024 Reduced 46.61%
$8.23B
$2.38 Million 0.0% of portfolio
35,401
Q4 2024 Added 0.91%
$17.7B
$423,000 0.0% of portfolio
11,392
Q4 2024 New
$920M
$90,000 0.0% of portfolio
10,835
Q4 2024 New
$19.4B
$849,000 0.0% of portfolio
18,416
Q4 2024 Reduced 68.95%
$8.04B
$316,000 0.0% of portfolio
1,282
Q4 2024 Added 14.77%
$10.6B
$1.75 Million 0.0% of portfolio
19,166
Q4 2024 Added 4.17%
$0
$261,000 0.0% of portfolio
25,820
Q4 2024 Reduced 0.14%
$0
$423,000 0.0% of portfolio
40,876
Q4 2024 Reduced 6.4%
$0
$508,000 0.0% of portfolio
55,478
Q4 2024 Added 17.08%
$0
$452,000 0.0% of portfolio
18,835
Q4 2024 Added 6.17%
$0
$1.44 Million 0.0% of portfolio
147,498
Q4 2024 Added 5.57%
$0
$263,000 0.0% of portfolio
18,290
Q4 2024 Reduced 4.19%
$22.2B
$328,000 0.0% of portfolio
4,114
Q4 2024 Added 111.19%
$90M
$39,000 0.0% of portfolio
30,751
Q4 2024 Reduced 14.54%
$63.7M
$181,000 0.0% of portfolio
18,163
N/A
$0
$1.4 Million 0.0% of portfolio
144,107
Q4 2024 Added 0.65%
$9.69B
$230,000 0.0% of portfolio
2,494
Q4 2024 Added 1,147.0%
$7.12B
$715,000 0.0% of portfolio
5,384
Q4 2024 Added 1.87%
$26.4B
$2.26 Million 0.0% of portfolio
31,462
Q4 2024 Added 0.91%
$18.9B
$282,000 0.0% of portfolio
685
Q4 2024 Reduced 5.52%
$4.12B
$293,000 0.0% of portfolio
2,206
Q4 2024 Added 5.25%
$8.1B
$610,000 0.0% of portfolio
2,203
Q4 2024 Reduced 4.22%
$443M
$1.29 Million 0.0% of portfolio
326,035
Q4 2023 Reduced -0.0%
$43.5B
$1.01 Million 0.0% of portfolio
26,811
Q4 2024 Reduced 15.07%
$19.3B
$299,000 0.0% of portfolio
1,999
Q4 2024 Added 96.75%
$5.53B
$1.71 Million 0.0% of portfolio
8,924
Q4 2024 Added 6.64%
$7.69B
$307,000 0.0% of portfolio
2,743
Q4 2024 Added 31.31%
$3.51B
$1.21 Million 0.0% of portfolio
29,417
Q4 2024 Added 3.98%
$16.1B
$1.26 Million 0.0% of portfolio
5,028
Q4 2024 Added 0.02%
$6.71B
$1.07 Million 0.0% of portfolio
17,156
Q4 2024 Reduced 2.32%

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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