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
EMLP First Tr Exchange Traded Iv ETFs	$0	$3.12 Million 0.01% of portfolio	83,311	Q1 2025 Added 185.14%
FTSL First Trust Senior Ln Fund ETFs	$0	$4.6 Million 0.01% of portfolio	100,810	Q1 2025 Added 19.65%
FDL First Tr Morningstar Dividend ETFs	$0	$4.15 Million 0.01% of portfolio	95,545	Q1 2025 Added 5.2%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$6.83 Million 0.01% of portfolio	56,465	Q1 2025 Added 0.2%
SIL Global X Silver Miners ETF ETFs	$0	$4.84 Million 0.01% of portfolio	122,695	Q1 2025 Added 0.24%
URA Global X Uranium ETF ETFs	$0	$2.57 Million 0.01% of portfolio	111,933	Q1 2025 Added 11.7%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$6.74 Million 0.01% of portfolio	405,147	Q1 2025 Added 2.37%
RYLD Global X Fds Russell 2000 Cove ETFs	$0	$3.4 Million 0.01% of portfolio	225,361	Q1 2025 Reduced 26.91%
CATH Global X Fds Global X S&P 500 ETFs	$0	$3.63 Million 0.01% of portfolio	53,720	Q1 2025 Added 0.21%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$7.48 Million 0.01% of portfolio	189,421	Q1 2025 Reduced 1.28%
PFFD Global X Fds U S Pfd ETF (De) ETFs	$0	$4.39 Million 0.01% of portfolio	230,583	Q1 2025 Reduced 0.45%
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$5.33 Million 0.01% of portfolio	169,011	Q1 2025 Added 7.74%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$3.96 Million 0.01% of portfolio	195,201	Q1 2025 Added 0.33%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$4.83 Million 0.01% of portfolio	64,624	Q1 2025 Reduced 11.47%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$5.91 Million 0.01% of portfolio	285,442	Q1 2025 Reduced 8.63%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$3.8 Million 0.01% of portfolio	32,604	Q1 2025 Reduced 10.34%
PFM Invesco Exchange Traded Fd Tr ETFs	$0	$3.99 Million 0.01% of portfolio	87,196	Q1 2025 Added 9.87%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$3.53 Million 0.01% of portfolio	87,403	Q1 2025 Added 0.99%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$3.49 Million 0.01% of portfolio	99,825	Q1 2025 Reduced 2.63%
EWJ Ishares Msci Japan ETF ETFs	$0	$4.39 Million 0.01% of portfolio	64,072	Q1 2025 Reduced 6.57%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$6.37 Million 0.01% of portfolio	61,593	Q1 2025 Added 7.68%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$3.83 Million 0.01% of portfolio	76,138	Q1 2025 Reduced 6.33%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$2.59 Million 0.01% of portfolio	24,998	Q1 2025 Added 353.52%
ICF Ishares Tr ETFs	$0	$5.63 Million 0.01% of portfolio	91,555	Q1 2025 Reduced 1.53%
HDV Ishares Core High Dividend ETF ETFs	$0	$2.81 Million 0.01% of portfolio	23,176	Q1 2025 Added 13.76%
IXUS Ishares Tr ETFs	$0	$6.32 Million 0.01% of portfolio	90,508	Q1 2025 Added 1.15%
IOO Ishares Tr Global 100 ETF ETFs	$0	$3.47 Million 0.01% of portfolio	36,009	Q1 2025 Reduced 1.39%
HYG Ishares Tr ETFs	$0	$6.61 Million 0.01% of portfolio	83,727	Q1 2025 Added 25.2%
IDV Ishares Tr ETFs	$0	$6.86 Million 0.01% of portfolio	221,296	Q1 2025 Reduced 7.18%
GVI Ishares Tr ETFs	$0	$3.69 Million 0.01% of portfolio	34,782	Q1 2025 Reduced 0.62%
IBB Ishares Biotechnology ETF ETFs	$0	$3.22 Million 0.01% of portfolio	25,203	Q1 2025 Reduced 10.22%
SOXX Ishares Semiconductor ETF ETFs	$0	$4.12 Million 0.01% of portfolio	21,908	Q1 2025 Added 10.71%
EMB Ishares Tr ETFs	$0	$3.87 Million 0.01% of portfolio	42,702	Q1 2025 Added 84.85%
ACWI Ishares Msci Acwi ETF ETFs	$0	$2.56 Million 0.01% of portfolio	22,027	Q1 2025 Reduced 31.74%
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$6.26 Million 0.01% of portfolio	80,359	Q1 2025 Added 2.62%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$6.84 Million 0.01% of portfolio	32,446	Q1 2025 Reduced 5.73%
SMMD Ishares Tr Russell 2500 ETF ETFs	$0	$2.82 Million 0.01% of portfolio	45,054	Q1 2025 Added 18.3%
IWV Ishares Russell 3000 ETF ETFs	$0	$6.45 Million 0.01% of portfolio	20,303	Q1 2025 Added 0.05%
OEF Ishares S&P 100 ETF ETFs	$0	$2.84 Million 0.01% of portfolio	10,663	Q1 2025 Added 116.24%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$5.34 Million 0.01% of portfolio	42,908	Q1 2025 Reduced 3.93%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$6.01 Million 0.01% of portfolio	54,144	Q1 2025 Added 21.05%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$6.24 Million 0.01% of portfolio	103,626	Q1 2025 Added 2.82%
IYW Ishares Dj Us Tech ETF ETFs	$0	$6.26 Million 0.01% of portfolio	44,557	Q1 2025 Added 6.42%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$2.78 Million 0.01% of portfolio	54,840	Q1 2025 Added 21.2%
IYJ Ishares Tr ETFs	$0	$3 Million 0.01% of portfolio	23,035	Q1 2025 Reduced 6.69%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$4.65 Million 0.01% of portfolio	202,438	Q1 2025 Added 11.57%
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	$0	$5.48 Million 0.01% of portfolio	107,207	Q1 2025 Added 1.4%
BBJP Jp Morgan ETF Trust Betabuilde ETFs	$0	$2.83 Million 0.01% of portfolio	50,478	Q1 2025 Reduced 0.31%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$4.51 Million 0.01% of portfolio	89,031	Q1 2025 Added 31.41%
LVHI Franklin International Low Vol ETFs	$0	$2.81 Million 0.01% of portfolio	86,780	Q1 2025 Added 1,078.76%

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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Baird Financial Group, Inc. Portfolio Holdings