Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $54.4 Billion
  • Q2 2025

Baird Financial Group, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $54.4 Billion distributed in 3057 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.73B, Apple Inc. with a value of $1.97B, Jpmorgan Chase & CO with a value of $1.81B, Berkshire Hathaway Inc Class B with a value of $1.18B, and Alphabet Inc. with a value of $1.17B.

Examining the 13F form we can see an increase of $4.43B in the current position value, from $50B to 54.4B.

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 $54.4 Billion
ETFs: $15.4 Billion
Technology: $9.3 Billion
Financial Services: $7.94 Billion
Industrials: $5.36 Billion
Consumer Cyclical: $4.77 Billion
Communication Services: $3.96 Billion
Healthcare: $3.67 Billion
Consumer Defensive: $1.81 Billion
Other: $2.14 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$413,000 0.0% of portfolio
29,808
Q2 2025 Reduced 4.34%
$0
$708,000 0.0% of portfolio
78,189
Q2 2025 Reduced 0.57%
$0
$2.43 Million 0.0% of portfolio
153,486
Q2 2025 Added 0.66%
$0
$997,000 0.0% of portfolio
26,065
Q2 2025 Reduced 2.25%
$0
$565,000 0.0% of portfolio
39,905
Q2 2025 Added 0.89%
$0
$86,000 0.0% of portfolio
10,100
Q2 2025 New
$0
$406,000 0.0% of portfolio
75,863
Q2 2025 Reduced 0.54%
$0
$216,000 0.0% of portfolio
34,743
Q2 2025 Reduced 0.53%
$0
$200,000 0.0% of portfolio
10,300
Q2 2025 Reduced 12.57%
$0
$811,000 0.0% of portfolio
169,130
Q2 2025 Added 0.32%
$0
$116,000 0.0% of portfolio
17,380
Q2 2025 New
$0
$206,000 0.0% of portfolio
39,389
Q2 2025 Reduced 0.55%
$0
$1.23 Million 0.0% of portfolio
147,612
Q2 2025 Added 0.62%
$0
$123,000 0.0% of portfolio
11,699
Q2 2025 New
$0
$243,000 0.0% of portfolio
66,347
Q2 2025 Added 200.25%
$0
$274,000 0.0% of portfolio
7,586
Q2 2025 Added 7.91%
$0
$1.38 Million 0.0% of portfolio
112,807
Q2 2025 Reduced 2.27%
$0
$327,000 0.0% of portfolio
21,735
Q2 2025 Added 2.13%
$0
$1.19 Million 0.0% of portfolio
148,026
Q2 2025 Added 1.13%
$0
$220,000 0.0% of portfolio
6,949
Q2 2025 New
$0
$691,000 0.0% of portfolio
55,784
Q2 2025 Added 14.34%
$0
$625,000 0.0% of portfolio
26,179
Q2 2025 Added 1.03%
$0
$1.14 Million 0.0% of portfolio
115,096
Q2 2025 Reduced 2.16%
$0
$472,000 0.0% of portfolio
31,872
Q2 2025 New
$0
$412,000 0.0% of portfolio
31,782
Q2 2025 Added 85.45%
$0
$2.61 Million 0.0% of portfolio
218,782
Q2 2025 Added 8.63%
$0
$701,000 0.0% of portfolio
124,087
Q2 2025 Added 0.67%

Summary

  • Portfolio
  • No. of Stocks 3,057
  • Current Value $54.4 Billion
  • Prior Value $50 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 117 stocks
  • Additional Purchases 779 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 787 stocks
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