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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$699 Million 1.4% of portfolio
8,218,663
Q1 2025 Added 1.77%
$0
$592 Million 1.19% of portfolio
5,665,131
Q1 2025 Added 16.48%
$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%
$0
$345 Million 0.69% of portfolio
616,839
Q1 2025 Reduced 2.75%
$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%
$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%
$0
$241 Million 0.48% of portfolio
2,530,645
Q1 2025 Added 4.24%
$0
$209 Million 0.42% of portfolio
759,147
Q1 2025 Added 10.5%
$0
$212 Million 0.42% of portfolio
4,677,575
Q1 2025 Added 14.01%
$0
$171 Million 0.34% of portfolio
363,812
Q1 2025 Added 11.11%
$0
$171 Million 0.34% of portfolio
461,203
Q1 2025 Added 4.59%
$0
$163 Million 0.33% of portfolio
2,682,452
Q1 2025 Added 7.88%
$0
$155 Million 0.31% of portfolio
697,258
Q1 2025 Reduced 5.12%
$0
$151 Million 0.3% of portfolio
4,592,120
Q1 2025 Reduced 1.01%
$0
$152 Million 0.3% of portfolio
2,579,401
Q1 2025 Added 1.32%
$0
$138 Million 0.28% of portfolio
533,749
Q1 2025 Added 4.0%
$0
$123 Million 0.25% of portfolio
4,388,473
Q1 2025 Reduced 0.13%
$0
$124 Million 0.25% of portfolio
4,125,700
Q1 2025 Added 6.0%
$0
$117 Million 0.23% of portfolio
2,179,512
Q1 2025 Added 3.61%
$0
$115 Million 0.23% of portfolio
578,874
Q1 2025 Reduced 0.67%
$54.9B
$108 Million 0.22% of portfolio
1,840,021
Q1 2025 Reduced 1.08%
$0
$109 Million 0.22% of portfolio
1,334,869
Q1 2025 Added 1.15%
$0
$111 Million 0.22% of portfolio
609,741
Q1 2025 Reduced 7.47%
$0
$84.2 Million 0.17% of portfolio
907,341
Q1 2025 Reduced 0.84%
$109B
$85.9 Million 0.17% of portfolio
298,284
Q1 2025 Reduced 0.1%
$0
$83.4 Million 0.17% of portfolio
1,679,830
Q1 2025 Added 0.15%
$0
$72.8 Million 0.15% of portfolio
237,214
Q1 2025 Reduced 0.72%
$0
$74.5 Million 0.15% of portfolio
1,359,646
Q1 2025 Added 2.72%
$0
$72.2 Million 0.14% of portfolio
1,264,248
Q1 2025 Added 4.22%
$0
$62.2 Million 0.12% of portfolio
1,743,851
Q1 2025 Added 15.6%
$0
$58.6 Million 0.12% of portfolio
948,151
Q1 2025 Reduced 1.2%
$0
$62.3 Million 0.12% of portfolio
679,387
Q1 2025 Added 14.14%
$0
$62.4 Million 0.12% of portfolio
483,914
Q1 2025 Added 3.38%
$0
$56.9 Million 0.11% of portfolio
298,694
Q1 2025 Reduced 11.58%
$0
$52.8 Million 0.11% of portfolio
1,261,073
Q1 2025 Added 0.94%
$0
$50.4 Million 0.1% of portfolio
1,470,200
Q1 2025 Added 1.49%
$0
$50.8 Million 0.1% of portfolio
867,566
Q1 2025 Reduced 6.21%
$0
$50.2 Million 0.1% of portfolio
1,499,626
Q1 2025 Added 18.22%
$0
$49.2 Million 0.1% of portfolio
1,102,500
Q1 2025 Reduced 3.62%
$0
$49.4 Million 0.1% of portfolio
289,028
Q1 2025 Reduced 1.44%
$0
$49.3 Million 0.1% of portfolio
624,191
Q1 2025 Added 4.05%
$0
$46.4 Million 0.09% of portfolio
1,672,274
Q1 2025 Added 0.45%

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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