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
$79.3B
$11.5 Million 0.02% of portfolio
22,436
Q1 2025 Added 16.53%
$246B
$9.49 Million 0.02% of portfolio
85,131
Q1 2025 Added 0.63%
$35.9B
$9.6 Million 0.02% of portfolio
96,712
Q1 2025 Added 3.19%
$86.5B
$8.22 Million 0.02% of portfolio
126,030
Q1 2025 Reduced 30.22%
$11.8B
$9.81 Million 0.02% of portfolio
30,819
Q1 2025 Reduced 80.89%
$2.6B
$10.2 Million 0.02% of portfolio
59,804
Q1 2025 Added 3.77%
$26.9B
$9.13 Million 0.02% of portfolio
83,500
Q1 2025 Added 0.33%
$0
$8.19 Million 0.02% of portfolio
124,796
Q1 2025 Reduced 0.02%
$120B
$9.1 Million 0.02% of portfolio
164,161
Q1 2025 Added 14.77%
$0
$10.9 Million 0.02% of portfolio
55,126
Q1 2025 Reduced 10.15%
$256B
$9.21 Million 0.02% of portfolio
125,642
Q1 2025 Added 1.91%
$153B
$10.3 Million 0.02% of portfolio
107,761
Q1 2025 Added 12.38%
$3.16B
$11.6 Million 0.02% of portfolio
388,639
Q1 2025 Added 0.67%
$8.76B
$11.2 Million 0.02% of portfolio
171,155
Q1 2025 Added 8.1%
$17.5B
$11.1 Million 0.02% of portfolio
32,807
Q1 2025 Added 11.6%
$0
$8.12 Million 0.02% of portfolio
101,074
Q1 2025 Reduced 1.51%
$4.03B
$9.3 Million 0.02% of portfolio
118,811
Q1 2025 Added 0.58%
$90.4B
$12 Million 0.02% of portfolio
27,916
Q1 2025 Added 208.53%
$0
$10.5 Million 0.02% of portfolio
229,400
Q1 2025 Reduced 16.45%
$0
$11.5 Million 0.02% of portfolio
134,442
Q1 2025 Added 1.61%
$0
$10.7 Million 0.02% of portfolio
42,535
Q1 2025 Added 4.45%
$0
$8.22 Million 0.02% of portfolio
117,045
Q1 2025 Added 140.0%
$0
$11.4 Million 0.02% of portfolio
76,642
Q1 2025 Reduced 3.18%
$0
$9.84 Million 0.02% of portfolio
166,886
Q1 2025 Added 1.02%
$0
$12.1 Million 0.02% of portfolio
45,741
Q1 2025 Reduced 3.72%
$0
$9.53 Million 0.02% of portfolio
47,322
Q1 2025 Reduced 2.47%
$118B
$7.76 Million 0.02% of portfolio
16,001
Q1 2025 Reduced 2.26%
$0
$10.6 Million 0.02% of portfolio
251,420
Q1 2025 Added 2.86%
$0
$11 Million 0.02% of portfolio
378,434
Q1 2025 Added 8.79%
$0
$7.8 Million 0.02% of portfolio
1,220,946
Q1 2025 Added 0.46%
$0
$8.9 Million 0.02% of portfolio
143,172
Q1 2025 Added 7.11%
$0
$11.5 Million 0.02% of portfolio
766,124
Q1 2025 Added 4.14%
$0
$11.5 Million 0.02% of portfolio
554,000
Q1 2025 Added 1.47%
$0
$10.6 Million 0.02% of portfolio
224,420
Q1 2025 Added 16.3%
$0
$8.55 Million 0.02% of portfolio
178,605
Q1 2025 Reduced 1.29%
$0
$7.65 Million 0.02% of portfolio
524,571
Q1 2025 Reduced 0.79%
$0
$9.99 Million 0.02% of portfolio
270,109
Q1 2025 Added 7.49%
$15.7B
$4.25 Million 0.01% of portfolio
45,845
Q1 2025 Added 23.94%
$9.14B
$2.7 Million 0.01% of portfolio
217,002
Q1 2025 Reduced 8.96%
$33.2B
$7.36 Million 0.01% of portfolio
62,925
Q1 2025 Reduced 2.12%
$14.4B
$5.36 Million 0.01% of portfolio
58,984
Q1 2025 Added 1.26%
$10.1B
$5.67 Million 0.01% of portfolio
212,177
Q1 2025 Added 16.83%
$6.67B
$6.08 Million 0.01% of portfolio
123,549
Q1 2025 Reduced 9.46%
$10.7B
$3.33 Million 0.01% of portfolio
151,564
Q1 2025 Reduced 4.45%
$10.7B
$4.12 Million 0.01% of portfolio
45,052
Q1 2025 Added 1.93%
$61.4B
$3.42 Million 0.01% of portfolio
39,344
Q1 2025 Added 3.19%
$57B
$4.4 Million 0.01% of portfolio
9,093
Q1 2025 Reduced 9.09%
$5.37B
$7.15 Million 0.01% of portfolio
396,094
Q1 2025 Added 2.2%
$138B
$3.65 Million 0.01% of portfolio
59,306
Q1 2025 Added 1.78%

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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