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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.4B
$10.7 Million 0.02% of portfolio
26,927
Q1 2025 Added 2.49%
$0
$10.1 Million 0.02% of portfolio
212,537
Q1 2025 Reduced 3.28%
$14.7B
$11.3 Million 0.02% of portfolio
63,725
Q1 2025 Added 3.58%
$79.1B
$7.94 Million 0.02% of portfolio
94,723
Q1 2025 Reduced 2.04%
$5.36B
$11.6 Million 0.02% of portfolio
358,925
Q1 2025 Added 1.39%
$4.36B
$8.57 Million 0.02% of portfolio
435,940
Q1 2025 Reduced 3.39%
$24.2B
$9.06 Million 0.02% of portfolio
221,042
Q1 2025 Added 2.01%
$45.8B
$7.75 Million 0.02% of portfolio
169,367
Q1 2025 Reduced 25.91%
$72.5B
$12.2 Million 0.02% of portfolio
414,610
Q1 2025 Added 7.16%
$32.1B
$10.7 Million 0.02% of portfolio
117,307
Q1 2025 Added 1.45%
$26.8B
$12.4 Million 0.02% of portfolio
70,332
Q1 2025 Added 1.83%
$9.91B
$9.24 Million 0.02% of portfolio
95,792
Q1 2025 Reduced 15.23%
$47.1B
$11.3 Million 0.02% of portfolio
156,142
Q1 2025 Reduced 11.98%
$90.6B
$8.31 Million 0.02% of portfolio
187,541
Q1 2025 Reduced 0.21%
$70.6B
$9.77 Million 0.02% of portfolio
11,977
Q1 2025 Added 1.35%
$4.61B
$11.1 Million 0.02% of portfolio
372,216
Q1 2025 Added 0.13%
$0
$12.5 Million 0.02% of portfolio
234,954
Q1 2025 Added 46.86%
$0
$11.6 Million 0.02% of portfolio
284,524
Q1 2025 Added 3.55%
$0
$7.59 Million 0.02% of portfolio
84,233
Q1 2025 Added 2.51%
$0
$12 Million 0.02% of portfolio
174,939
Q1 2025 Added 2.58%
$63.5B
$8.07 Million 0.02% of portfolio
213,170
Q1 2025 Reduced 0.32%
$66B
$11.1 Million 0.02% of portfolio
32,165
Q1 2025 Added 3.28%
$29.8B
$10.8 Million 0.02% of portfolio
180,081
Q1 2025 Reduced 3.21%
$104B
$10.1 Million 0.02% of portfolio
29,111
Q1 2025 Reduced 0.57%
$9.81B
$8.31 Million 0.02% of portfolio
51,469
Q1 2025 Added 1,537.58%
$15.3B
$8.9 Million 0.02% of portfolio
147,064
Q1 2025 Added 3.1%
$5.51B
$8.41 Million 0.02% of portfolio
49,045
Q1 2025 Reduced 7.89%
$93.6B
$9.57 Million 0.02% of portfolio
421,317
Q1 2025 Reduced 14.42%
$0
$8.05 Million 0.02% of portfolio
426,822
Q1 2025 Reduced 11.13%
$0
$8.82 Million 0.02% of portfolio
142,848
Q1 2025 Reduced 0.5%
$0
$9.11 Million 0.02% of portfolio
375,686
Q1 2025 Reduced 1.64%
$0
$9.8 Million 0.02% of portfolio
102,059
Q1 2025 Reduced 2.8%
$0
$11.2 Million 0.02% of portfolio
295,448
Q1 2025 Reduced 1.43%
$30.3B
$8.44 Million 0.02% of portfolio
47,898
Q1 2025 Reduced 21.51%
$0
$9.06 Million 0.02% of portfolio
155,218
Q1 2025 Added 3.72%
$0
$12 Million 0.02% of portfolio
101,451
Q1 2025 Added 5.53%
$0
$10 Million 0.02% of portfolio
272,427
Q1 2025 Added 0.53%
$0
$8.32 Million 0.02% of portfolio
120,733
Q1 2025 Added 4.25%
$0
$7.68 Million 0.02% of portfolio
120,897
Q1 2025 Reduced 23.06%
$0
$10.4 Million 0.02% of portfolio
416,332
Q1 2025 Reduced 3.08%
$0
$11.4 Million 0.02% of portfolio
44,542
Q1 2025 Reduced 11.54%
$29.2B
$10.7 Million 0.02% of portfolio
71,520
Q1 2025 Added 14.12%
$22.2B
$11.5 Million 0.02% of portfolio
85,152
Q1 2025 Added 9.1%
$86.8B
$11.2 Million 0.02% of portfolio
76,683
Q1 2025 Reduced 3.84%
$8.32B
$7.52 Million 0.02% of portfolio
45,120
Q1 2025 Added 31.94%
$118B
$10.5 Million 0.02% of portfolio
5,371
Q1 2025 Reduced 6.22%
$3.76B
$9.43 Million 0.02% of portfolio
168,626
Q1 2025 Added 12.66%
$2.6B
$10.7 Million 0.02% of portfolio
150,583
Q1 2025 Added 91.23%
$92B
$8.62 Million 0.02% of portfolio
18,502
Q1 2025 Added 64.62%

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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