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
$10.2B
$3 Million 0.01% of portfolio
20,200
Q1 2025 Reduced 2.98%
$32.7B
$4.85 Million 0.01% of portfolio
50,419
Q1 2025 Reduced 26.54%
$29.4B
$5.43 Million 0.01% of portfolio
113,069
Q1 2025 Reduced 6.69%
$269M
$2.84 Million 0.01% of portfolio
444,280
Q1 2025 Added 10.76%
$122M
$5.39 Million 0.01% of portfolio
1,348,062
Q1 2025 Added 11.57%
$69.3B
$5.08 Million 0.01% of portfolio
1,332
Q1 2025 Added 4.8%
$8.21B
$3.99 Million 0.01% of portfolio
39,800
Q1 2025 Reduced 2.73%
$53B
$3.15 Million 0.01% of portfolio
5,987
Q1 2025 Added 5.89%
$7.19B
$5.59 Million 0.01% of portfolio
29,358
Q1 2025 Reduced 0.19%
$77.1B
$3.47 Million 0.01% of portfolio
36,341
Q1 2025 Reduced 1.4%
$9.2B
$3.57 Million 0.01% of portfolio
177,912
Q1 2025 Added 5.24%
$5.04B
$4.88 Million 0.01% of portfolio
45,426
Q1 2025 Added 1.09%
$14.4B
$3.1 Million 0.01% of portfolio
29,672
Q1 2025 Added 39.74%
$98.3B
$2.79 Million 0.01% of portfolio
82,628
Q1 2025 Added 7.99%
$4.43B
$3.01 Million 0.01% of portfolio
55,968
Q1 2025 Reduced 3.0%
$10.8B
$3.52 Million 0.01% of portfolio
52,450
Q1 2025 Reduced 9.35%
$35.8B
$4.11 Million 0.01% of portfolio
133,501
Q1 2025 Added 594.81%
$41.8B
$6.61 Million 0.01% of portfolio
47,977
Q1 2025 Reduced 3.54%
$25.2B
$5.06 Million 0.01% of portfolio
22,381
Q1 2025 Added 1.05%
$44.6B
$4.46 Million 0.01% of portfolio
34,128
Q1 2025 Reduced 1.9%
$3.22B
$2.62 Million 0.01% of portfolio
42,082
Q1 2025 Added 11.75%
$1.9B
$6.7 Million 0.01% of portfolio
99,830
Q1 2025 Added 3.77%
$6.28B
$3.2 Million 0.01% of portfolio
22,178
Q1 2025 Reduced 3.0%
$23.6B
$2.97 Million 0.01% of portfolio
26,979
Q1 2025 Reduced 15.79%
$1.25B
$5.23 Million 0.01% of portfolio
195,084
Q1 2025 Added 62.25%
$2.66B
$7.37 Million 0.01% of portfolio
243,481
Q1 2025 Reduced 3.87%
$15.9B
$3.62 Million 0.01% of portfolio
24,608
Q1 2025 Added 2.83%
$11.9B
$6.18 Million 0.01% of portfolio
121,719
Q1 2025 Reduced 0.36%
$39.1B
$3.59 Million 0.01% of portfolio
46,892
Q1 2025 Added 21.78%
$9.09B
$3.45 Million 0.01% of portfolio
129,239
Q1 2025 Reduced 5.55%
$102B
$6.01 Million 0.01% of portfolio
29,830
Q1 2025 Added 132.09%
$10.6B
$6.97 Million 0.01% of portfolio
45,496
Q1 2025 Added 3.41%
$15.6B
$6.1 Million 0.01% of portfolio
18,058
Q1 2025 Added 28.54%
$45.7B
$4.51 Million 0.01% of portfolio
35,457
Q1 2025 Reduced 85.99%
$25.4B
$3.33 Million 0.01% of portfolio
16,024
Q1 2025 Added 5.74%
$13.1B
$4.12 Million 0.01% of portfolio
26,959
Q1 2025 Added 322.89%
$0
$3.71 Million 0.01% of portfolio
102,647
Q1 2025 Reduced 4.08%
$0
$2.64 Million 0.01% of portfolio
49,157
Q1 2025 Reduced 48.89%
$2.69B
$4.74 Million 0.01% of portfolio
42,375
Q1 2025 Added 17.32%
$36.1B
$2.94 Million 0.01% of portfolio
67,480
Q1 2025 Added 3.36%
$21.5B
$6.04 Million 0.01% of portfolio
161,415
Q1 2025 Added 2.77%
$58.7B
$6.45 Million 0.01% of portfolio
61,523
Q1 2025 Added 3.51%
$11.6B
$4.16 Million 0.01% of portfolio
20,652
Q1 2025 Added 2.35%
$0
$4.94 Million 0.01% of portfolio
125,558
Q1 2025 Added 296.7%
$0
$3.96 Million 0.01% of portfolio
103,107
Q1 2025 Added 6.44%
$0
$6.02 Million 0.01% of portfolio
100,722
Q1 2025 Reduced 14.17%
$4.66B
$3.52 Million 0.01% of portfolio
43,884
Q1 2025 Reduced 1.85%
$16.6B
$5.74 Million 0.01% of portfolio
12,495
Q1 2025 Added 2.94%
$26.1B
$4.07 Million 0.01% of portfolio
29,417
Q1 2025 Added 3.8%

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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