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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$178B
$118 Million 0.24% of portfolio
766,053
Q1 2025 Added 2.05%
$1.25T
$122 Million 0.24% of portfolio
736,655
Q1 2025 Reduced 15.12%
$68.4B
$121 Million 0.24% of portfolio
2,877,579
Q1 2025 Reduced 55.23%
$177B
$113 Million 0.23% of portfolio
361,408
Q1 2025 Added 7.03%
$39.1B
$115 Million 0.23% of portfolio
474,743
Q1 2025 Reduced 9.53%
$80.4B
$111 Million 0.22% of portfolio
447,189
Q1 2025 Reduced 1.67%
$11B
$107 Million 0.21% of portfolio
1,890,124
Q1 2025 Added 2.43%
$268B
$104 Million 0.21% of portfolio
386,423
Q1 2025 Added 16.22%
$186B
$106 Million 0.21% of portfolio
212,811
Q1 2025 Reduced 0.46%
$181B
$107 Million 0.21% of portfolio
2,349,606
Q1 2025 Added 8.96%
$79.5B
$102 Million 0.2% of portfolio
812,169
Q1 2025 Reduced 5.8%
$123B
$97.5 Million 0.2% of portfolio
1,085,398
Q1 2025 Added 11.02%
$228B
$102 Million 0.2% of portfolio
767,675
Q1 2025 Added 3.48%
$964B
$98.6 Million 0.2% of portfolio
380,284
Q1 2025 Reduced 16.07%
$165B
$96.3 Million 0.19% of portfolio
309,198
Q1 2025 Reduced 7.91%
$116B
$94.4 Million 0.19% of portfolio
467,969
Q1 2025 Added 3.11%
$35.3B
$97.2 Million 0.19% of portfolio
997,988
Q1 2025 Reduced 2.7%
$288B
$89.5 Million 0.18% of portfolio
135,140
Q1 2025 Added 16.71%
$19.6B
$87.5 Million 0.18% of portfolio
201,554
Q1 2025 Reduced 4.59%
$103B
$91.3 Million 0.18% of portfolio
529,008
Q1 2025 Reduced 0.93%
$48.4B
$90.6 Million 0.18% of portfolio
464,005
Q1 2025 Added 2.64%
$43.4B
$85.6 Million 0.17% of portfolio
151,308
Q1 2025 Reduced 9.49%
$60.2B
$87.4 Million 0.17% of portfolio
512,424
Q1 2025 Reduced 3.46%
$74.8B
$83.2 Million 0.17% of portfolio
756,388
Q1 2025 Added 0.49%
$299B
$80.6 Million 0.16% of portfolio
1,125,816
Q1 2025 Reduced 5.48%
$92.2B
$77.8 Million 0.16% of portfolio
637,734
Q1 2025 Added 22.07%
$69.8B
$78.7 Million 0.16% of portfolio
613,718
Q1 2025 Added 7.81%
$79.2B
$80.4 Million 0.16% of portfolio
457,644
Q1 2025 Reduced 0.53%
$201B
$79 Million 0.16% of portfolio
99,205
Q1 2025 Added 4.17%
$177B
$78.8 Million 0.16% of portfolio
405,038
Q1 2025 Added 0.39%
$37.8B
$76.2 Million 0.15% of portfolio
962,268
Q1 2025 Reduced 10.0%
$86.8B
$72.8 Million 0.15% of portfolio
664,118
Q1 2025 Reduced 2.01%
$103B
$77.3 Million 0.15% of portfolio
316,612
Q1 2025 Reduced 1.2%
$94.7B
$74.9 Million 0.15% of portfolio
323,658
Q1 2025 Added 0.54%
$71.5B
$77.1 Million 0.15% of portfolio
468,196
Q1 2025 Added 1.42%
$56B
$71.2 Million 0.14% of portfolio
651,653
Q1 2025 Added 0.17%
$76.9B
$71.6 Million 0.14% of portfolio
282,423
Q1 2025 Added 39.96%
$145B
$67.8 Million 0.14% of portfolio
1,020,428
Q1 2025 Added 6.43%
$160B
$71.9 Million 0.14% of portfolio
1,035,639
Q1 2025 Added 19.61%
$655B
$69.2 Million 0.14% of portfolio
494,922
Q1 2025 Reduced 7.0%
$142B
$71 Million 0.14% of portfolio
2,801,571
Q1 2025 Reduced 6.29%
$435B
$70.3 Million 0.14% of portfolio
88
Q1 2025 Reduced 2.22%
$62.1B
$64.8 Million 0.13% of portfolio
988,280
Q1 2025 Added 36.02%
$4.25B
$67 Million 0.13% of portfolio
602,849
Q1 2025 Added 5.05%
$19.9B
$66.4 Million 0.13% of portfolio
252,900
Q1 2025 Reduced 14.16%
$33.5B
$62.9 Million 0.13% of portfolio
108,532
Q1 2025 Reduced 33.38%
$8.72B
$64 Million 0.13% of portfolio
239,492
Q1 2025 Reduced 14.53%
$88.7B
$63.4 Million 0.13% of portfolio
485,913
Q1 2025 Reduced 1.48%
$321B
$60.4 Million 0.12% of portfolio
456,663
Q1 2025 Added 17.02%

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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