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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$946 Million 1.88% of portfolio
2,354,697
Q4 2024 Reduced 0.31%
$0
$852 Million 1.69% of portfolio
4,599,543
Q4 2024 Added 3.61%
$0
$827 Million 1.64% of portfolio
17,288,021
Q4 2024 Added 4.66%
$0
$714 Million 1.42% of portfolio
8,076,087
Q4 2024 Added 0.77%
$0
$560 Million 1.11% of portfolio
4,863,748
Q4 2024 Added 22.96%
$0
$474 Million 0.94% of portfolio
878,867
Q4 2024 Reduced 1.74%
$0
$450 Million 0.89% of portfolio
764,905
Q4 2024 Added 14.1%
$0
$384 Million 0.76% of portfolio
5,459,329
Q4 2024 Added 6.24%
$0
$372 Million 0.74% of portfolio
634,293
Q4 2024 Added 2.15%
$0
$241 Million 0.48% of portfolio
4,144,493
Q4 2024 Added 9.58%
$0
$239 Million 0.47% of portfolio
3,201,780
Q4 2024 Added 5.46%
$0
$235 Million 0.47% of portfolio
1,390,678
Q4 2024 Added 1.75%
$0
$224 Million 0.45% of portfolio
2,427,606
Q4 2024 Added 2.85%
$0
$227 Million 0.45% of portfolio
2,831,244
Q4 2024 Added 18.53%
$0
$211 Million 0.42% of portfolio
3,392,713
Q4 2024 Added 5.94%
$0
$199 Million 0.4% of portfolio
687,010
Q4 2024 Added 3.1%
$0
$181 Million 0.36% of portfolio
440,966
Q4 2024 Added 37.52%
$0
$177 Million 0.35% of portfolio
734,886
Q4 2024 Added 1.32%
$0
$167 Million 0.33% of portfolio
327,433
Q4 2024 Added 4.01%
$0
$161 Million 0.32% of portfolio
4,638,973
Q4 2024 Added 0.33%
$0
$143 Million 0.28% of portfolio
2,486,425
Q4 2024 Added 3.97%
$0
$134 Million 0.27% of portfolio
2,545,795
Q4 2024 Added 1.97%
$0
$136 Million 0.27% of portfolio
513,209
Q4 2024 Added 3.51%
$0
$129 Million 0.26% of portfolio
582,800
Q4 2024 Reduced 34.51%
$0
$120 Million 0.24% of portfolio
4,394,182
Q4 2024 Added 187.67%
$0
$120 Million 0.24% of portfolio
658,932
Q4 2024 Added 0.57%
$0
$116 Million 0.23% of portfolio
3,892,091
Q4 2024 Added 5.27%
$0
$113 Million 0.22% of portfolio
2,103,584
Q4 2024 Added 2.79%
$0
$99.8 Million 0.2% of portfolio
1,319,644
Q4 2024 Reduced 1.18%
$46B
$92.1 Million 0.18% of portfolio
1,860,026
Q4 2024 Added 1.42%
$0
$92.9 Million 0.18% of portfolio
914,992
Q4 2024 Reduced 5.95%
$0
$84.1 Million 0.17% of portfolio
1,677,338
Q4 2024 Reduced 0.24%
$0
$77 Million 0.15% of portfolio
238,935
Q4 2024 Reduced 0.75%
$0
$74.8 Million 0.15% of portfolio
1,323,629
Q4 2024 Added 10.68%
$0
$69.8 Million 0.14% of portfolio
1,213,021
Q4 2024 Added 8.77%
$91.4B
$72.3 Million 0.14% of portfolio
298,592
Q4 2024 Reduced 4.33%
$0
$64.5 Million 0.13% of portfolio
337,828
Q4 2024 Reduced 1.05%
$0
$58.9 Million 0.12% of portfolio
959,712
Q4 2024 Added 0.24%
$0
$59.7 Million 0.12% of portfolio
468,114
Q4 2024 Added 6.94%
$0
$53.8 Million 0.11% of portfolio
1,448,583
Q4 2024 Reduced 4.48%
$0
$53.2 Million 0.11% of portfolio
1,508,548
Q4 2024 Added 6.02%
$0
$54.7 Million 0.11% of portfolio
924,983
Q4 2024 Reduced 0.51%
$0
$54.4 Million 0.11% of portfolio
595,207
Q4 2024 Reduced 4.42%
$0
$54 Million 0.11% of portfolio
629,946
Q4 2024 Reduced 9.75%
$0
$49.9 Million 0.1% of portfolio
1,143,859
Q4 2024 Added 0.51%
$0
$52.2 Million 0.1% of portfolio
293,241
Q4 2024 Reduced 3.74%
$0
$50.8 Million 0.1% of portfolio
1,249,311
Q4 2024 Added 0.27%
$0
$43 Million 0.09% of portfolio
1,664,854
Q4 2024 Added 0.91%
$0
$45.5 Million 0.09% of portfolio
1,268,466
Q4 2024 Added 14.84%

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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