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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123M
$14 Million 0.03% of portfolio
1,208,286
Q4 2024 Added 67.49%
$266M
$8.87 Million 0.02% of portfolio
1,759,817
Q4 2024 Reduced 13.77%
$274M
$3.46 Million 0.01% of portfolio
180,693
Q3 2022 Added 0.0%
$61.8M
$8,000 0.0% of portfolio
16,245
Q4 2024 Reduced 14.21%
$62.3M
$27,000 0.0% of portfolio
15,090
Q2 2024 New
$116M
$1.62 Million 0.0% of portfolio
98,327
Q4 2024 Added 22.25%
$126M
$39,000 0.0% of portfolio
30,751
Q4 2024 Reduced 14.54%
$64.6M
$181,000 0.0% of portfolio
18,163
N/A
$190M
$280,000 0.0% of portfolio
33,026
Q4 2024 Added 0.82%
$63.9M
$44,000 0.0% of portfolio
13,249
Q3 2023 New
$107M
$441,000 0.0% of portfolio
29,128
Q4 2024 Reduced 28.6%
$243M
$196,000 0.0% of portfolio
28,260
Q4 2023 Reduced 43.48%
$283M
$1.54 Million 0.0% of portfolio
74,475
Q4 2024 Added 20.68%
$67.9M
$257,000 0.0% of portfolio
429,231
Q4 2024 Reduced 79.25%
$203M
$403,000 0.0% of portfolio
9,800
Q1 2024 Added 11.36%
$199M
$211,000 0.0% of portfolio
61,725
Q4 2024 New
$127M
$315,000 0.0% of portfolio
92,461
Q3 2024 Reduced 65.46%
$147M
$60,000 0.0% of portfolio
18,057
Q4 2024 Reduced 0.75%
$201M
$190,000 0.0% of portfolio
11,296
Q3 2023 Reduced 15.04%

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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