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
$17.9 Million 0.04% of portfolio
164,302
Q1 2025 Reduced 1.16%
$0
$20.9 Million 0.04% of portfolio
158,701
Q1 2025 Added 6.05%
$0
$18.2 Million 0.04% of portfolio
285,772
Q1 2025 Added 94.69%
$0
$19.3 Million 0.04% of portfolio
158,281
Q1 2025 Added 6.61%
$0
$19.5 Million 0.04% of portfolio
179,814
Q1 2025 Added 32.74%
$0
$19 Million 0.04% of portfolio
434,332
Q1 2025 Reduced 3.28%
$0
$20 Million 0.04% of portfolio
99,116
Q1 2025 Added 0.83%
$0
$17.7 Million 0.04% of portfolio
212,661
Q1 2025 Added 0.87%
$0
$20.3 Million 0.04% of portfolio
541,708
Q1 2025 Reduced 27.49%
$0
$18.3 Million 0.04% of portfolio
357,931
Q1 2025 Added 0.4%
$0
$20.1 Million 0.04% of portfolio
82,042
Q1 2025 Added 8.03%
$0
$18.8 Million 0.04% of portfolio
254,591
Q1 2025 Added 12.9%
$0
$18.6 Million 0.04% of portfolio
34,289
Q1 2025 Reduced 11.37%
$0
$22.3 Million 0.04% of portfolio
172,908
Q1 2025 Added 2.46%
$0
$20 Million 0.04% of portfolio
461,382
Q1 2025 Added 4.54%
$0
$22.4 Million 0.04% of portfolio
452,530
Q1 2025 Reduced 0.5%
$0
$16.5 Million 0.03% of portfolio
189,694
Q1 2025 Added 6.0%
$0
$15.6 Million 0.03% of portfolio
501,081
Q1 2025 Added 8.65%
$0
$15.2 Million 0.03% of portfolio
217,579
Q1 2025 Reduced 0.29%
$0
$16.8 Million 0.03% of portfolio
281,261
Q1 2025 Added 2.36%
$0
$15.8 Million 0.03% of portfolio
90,771
Q1 2025 Reduced 14.42%
$0
$13.7 Million 0.03% of portfolio
150,377
Q1 2025 Added 29.57%
$0
$13 Million 0.03% of portfolio
102,442
Q1 2025 Reduced 37.29%
$0
$16.9 Million 0.03% of portfolio
183,623
Q1 2025 Reduced 26.03%
$0
$16.8 Million 0.03% of portfolio
167,992
Q1 2025 Reduced 14.38%
$0
$17 Million 0.03% of portfolio
208,571
Q1 2025 Reduced 5.2%
$0
$14.9 Million 0.03% of portfolio
314,862
Q1 2025 Reduced 1.05%
$0
$15.5 Million 0.03% of portfolio
270,134
Q1 2025 Added 2.74%
$0
$16.9 Million 0.03% of portfolio
323,130
Q1 2025 Added 2.21%
$0
$16.8 Million 0.03% of portfolio
146,190
Q1 2025 Reduced 2.86%
$0
$12.9 Million 0.03% of portfolio
137,266
Q1 2025 Reduced 4.51%
$0
$13 Million 0.03% of portfolio
85,824
Q1 2025 Reduced 10.32%
$0
$13.3 Million 0.03% of portfolio
105,877
Q1 2025 Reduced 9.79%
$0
$12.9 Million 0.03% of portfolio
83,946
Q1 2025 Reduced 21.91%
$0
$12.5 Million 0.03% of portfolio
129,771
Q1 2025 Added 24.21%
$0
$15.9 Million 0.03% of portfolio
108,901
Q1 2025 Added 19.92%
$0
$16.2 Million 0.03% of portfolio
38,635
Q1 2025 Reduced 2.86%
$0
$12.5 Million 0.03% of portfolio
423,027
Q1 2025 Added 4.79%
$0
$13.2 Million 0.03% of portfolio
179,071
Q1 2025 Reduced 12.8%
$0
$12.8 Million 0.03% of portfolio
49,968
Q1 2025 Added 0.56%
$0
$16.7 Million 0.03% of portfolio
103,895
Q1 2025 Added 3.2%
$0
$14 Million 0.03% of portfolio
150,800
Q1 2025 Reduced 23.51%
$0
$17.4 Million 0.03% of portfolio
292,141
Q1 2025 Reduced 0.03%
$0
$14.1 Million 0.03% of portfolio
467,316
Q1 2025 Added 13.14%
$0
$14.2 Million 0.03% of portfolio
757,132
Q1 2025 Reduced 1.21%
$0
$14 Million 0.03% of portfolio
753,369
Q1 2025 Added 38.79%
$0
$12.9 Million 0.03% of portfolio
792,613
Q1 2025 New
$0
$15.4 Million 0.03% of portfolio
790,890
Q1 2025 Added 32.99%
$0
$15.2 Million 0.03% of portfolio
777,236
Q1 2025 Reduced 14.19%

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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