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
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$5.07 Million 0.01% of portfolio	124,625	Q1 2025 Added 50.94%
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	$0	$4.44 Million 0.01% of portfolio	175,950	Q1 2025 Added 5.82%
PULS Pgim ETF Tr ETFs	$0	$5.33 Million 0.01% of portfolio	107,119	Q1 2025 Added 12.49%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$4.41 Million 0.01% of portfolio	47,707	Q1 2025 Added 2.66%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$4.24 Million 0.01% of portfolio	82,157	Q1 2025 Reduced 0.73%
CSM Proshares Large Cap Core Plus ETFs	$0	$2.59 Million 0.01% of portfolio	40,579	Q1 2025 Reduced 7.02%
FNDF Schwab Fundamental Intl Large ETFs	$0	$3.81 Million 0.01% of portfolio	105,393	Q1 2025 Added 1.89%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$4.9 Million 0.01% of portfolio	247,625	Q1 2025 Added 16.63%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$2.55 Million 0.01% of portfolio	101,717	Q1 2025 Added 228.33%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$3.29 Million 0.01% of portfolio	123,805	Q1 2025 Reduced 4.23%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$6.29 Million 0.01% of portfolio	240,193	Q1 2025 Reduced 7.46%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$3.2 Million 0.01% of portfolio	148,624	Q1 2025 Reduced 6.65%
XLI Industrial Sector Spdr ETFs	$0	$6 Million 0.01% of portfolio	45,784	Q1 2025 Reduced 4.14%
XLP Consumer Staples Sector Spdr ETFs	$0	$4.12 Million 0.01% of portfolio	54,217	Q1 2025 Added 22.79%
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$2.86 Million 0.01% of portfolio	50,431	Q1 2025 Added 0.69%
NANR Spdr Index Shs Fds S&P North A ETFs	$0	$6.52 Million 0.01% of portfolio	117,428	Q1 2025 Added 2.02%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$4.08 Million 0.01% of portfolio	40,993	Q1 2025 Reduced 13.51%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$3.96 Million 0.01% of portfolio	41,534	Q1 2025 Added 6.3%
FLRN Spdr Bloomberg Investment Grad ETFs	$0	$6 Million 0.01% of portfolio	194,619	Q1 2025 Reduced 1.21%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$2.85 Million 0.01% of portfolio	112,838	Q1 2025 Added 0.07%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$6.06 Million 0.01% of portfolio	274,971	Q1 2025 Reduced 11.27%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$6.02 Million 0.01% of portfolio	220,817	Q1 2025 Added 55.99%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$3.83 Million 0.01% of portfolio	58,226	Q1 2025 Reduced 85.55%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$4.74 Million 0.01% of portfolio	116,394	Q1 2025 Reduced 11.73%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$5.8 Million 0.01% of portfolio	69,837	Q1 2025 Added 2.01%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$4.11 Million 0.01% of portfolio	50,691	Q1 2025 Reduced 23.78%
KOMP Spdr S&P Kensho New Economies ETFs	$0	$4.55 Million 0.01% of portfolio	97,909	Q1 2025 Added 2.41%
XSD Spdr Tr Ser Spdr S&P Semicondu ETFs	$0	$3.53 Million 0.01% of portfolio	17,595	Q1 2025 Reduced 7.22%
SRLN Ssga Active Trust ETFs	$0	$2.7 Million 0.01% of portfolio	65,708	Q1 2025 Reduced 9.67%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$5.99 Million 0.01% of portfolio	207,612	Q1 2025 Added 95.73%
OIH Vaneck ETF Tr Oil Services ETF ETFs	$0	$3.23 Million 0.01% of portfolio	12,334	Q1 2025 Added 26.13%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$6.92 Million 0.01% of portfolio	32,714	Q1 2025 Reduced 17.51%
IVOG Vanguard S&P Mid Cap 400 Growt ETFs	$0	$7.02 Million 0.01% of portfolio	68,058	Q1 2025 Added 9.44%
BNDX Vanguard Total International B ETFs	$0	$4.63 Million 0.01% of portfolio	94,864	Q1 2025 Added 7.18%
VXF Vanguard Extended Market ETF ETFs	$0	$5.42 Million 0.01% of portfolio	31,450	Q1 2025 Reduced 6.11%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$7.44 Million 0.01% of portfolio	64,336	Q1 2025 Added 4.94%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$4.26 Million 0.01% of portfolio	73,867	Q1 2025 Reduced 2.38%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$5.56 Million 0.01% of portfolio	68,948	Q1 2025 Added 12.49%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$4.86 Million 0.01% of portfolio	58,590	Q1 2025 Added 5.5%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$3.66 Million 0.01% of portfolio	11,837	Q1 2025 Reduced 2.25%
DDWM Wisdomtree Tr Currency Hedged ETFs	$0	$5.09 Million 0.01% of portfolio	138,334	Q1 2025 New
DGS Wisdomtree Emerging Markets Sm ETFs	$0	$4.06 Million 0.01% of portfolio	84,140	Q1 2025 Added 1.17%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$3.34 Million 0.01% of portfolio	66,274	Q1 2025 Reduced 15.11%
DTH Wisdomtree Tr ETFs	$0	$2.72 Million 0.01% of portfolio	63,973	Q1 2025 Reduced 0.49%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$6.49 Million 0.01% of portfolio	81,252	Q1 2025 Added 62.99%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$5.42 Million 0.01% of portfolio	169,523	Q1 2025 Added 4.04%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$6.65 Million 0.01% of portfolio	136,369	Q1 2025 Added 64.49%
DWLD Davis Fundamental ETF Tr ETFs	$0	$6.25 Million 0.01% of portfolio	165,875	Q1 2025 Added 502.42%
RFEM First Trust Iii Riverfront Dyn ETFs	$0	$3 Million 0.01% of portfolio	46,144	Q1 2025 Added 4.72%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$4.03 Million 0.01% of portfolio	79,813	Q1 2025 Reduced 23.23%

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