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
$51.7B
$3.44 Million 0.01% of portfolio
126,967
Q1 2025 Added 3.01%
$78.4B
$4.82 Million 0.01% of portfolio
37,135
Q1 2025 Added 9.59%
$25.6B
$2.79 Million 0.01% of portfolio
100,904
Q1 2025 Added 309.05%
$1.12B
$3.34 Million 0.01% of portfolio
89,989
Q1 2025 Added 0.55%
$28.3B
$2.91 Million 0.01% of portfolio
11,007
Q1 2025 Reduced 11.9%
$12B
$3.55 Million 0.01% of portfolio
20,271
Q1 2025 Reduced 89.02%
$3.68B
$4.99 Million 0.01% of portfolio
31,298
Q1 2025 Added 10.24%
$18.1B
$2.77 Million 0.01% of portfolio
51,932
Q1 2025 Added 2.31%
$1.92B
$6.97 Million 0.01% of portfolio
209,801
Q1 2025 New
$9.38B
$2.51 Million 0.01% of portfolio
92,412
Q1 2025 Added 11.93%
$0
$3.96 Million 0.01% of portfolio
195,201
Q1 2025 Added 0.33%
$0
$4.83 Million 0.01% of portfolio
64,624
Q1 2025 Reduced 11.47%
$0
$5.91 Million 0.01% of portfolio
285,442
Q1 2025 Reduced 8.63%
$0
$3.8 Million 0.01% of portfolio
32,604
Q1 2025 Reduced 10.34%
$0
$3.99 Million 0.01% of portfolio
87,196
Q1 2025 Added 9.87%
$0
$3.53 Million 0.01% of portfolio
87,403
Q1 2025 Added 0.99%
$0
$3.49 Million 0.01% of portfolio
99,825
Q1 2025 Reduced 2.63%
$0
$4.39 Million 0.01% of portfolio
64,072
Q1 2025 Reduced 6.57%
$0
$6.37 Million 0.01% of portfolio
61,593
Q1 2025 Added 7.68%
$0
$3.83 Million 0.01% of portfolio
76,138
Q1 2025 Reduced 6.33%
$0
$2.59 Million 0.01% of portfolio
24,998
Q1 2025 Added 353.52%
$0
$5.63 Million 0.01% of portfolio
91,555
Q1 2025 Reduced 1.53%
$0
$2.81 Million 0.01% of portfolio
23,176
Q1 2025 Added 13.76%
$0
$6.32 Million 0.01% of portfolio
90,508
Q1 2025 Added 1.15%
$0
$3.47 Million 0.01% of portfolio
36,009
Q1 2025 Reduced 1.39%
$0
$6.61 Million 0.01% of portfolio
83,727
Q1 2025 Added 25.2%
$0
$6.86 Million 0.01% of portfolio
221,296
Q1 2025 Reduced 7.18%
$0
$3.69 Million 0.01% of portfolio
34,782
Q1 2025 Reduced 0.62%
$0
$3.22 Million 0.01% of portfolio
25,203
Q1 2025 Reduced 10.22%
$0
$4.12 Million 0.01% of portfolio
21,908
Q1 2025 Added 10.71%
$0
$3.87 Million 0.01% of portfolio
42,702
Q1 2025 Added 84.85%
$0
$2.56 Million 0.01% of portfolio
22,027
Q1 2025 Reduced 31.74%
$0
$6.26 Million 0.01% of portfolio
80,359
Q1 2025 Added 2.62%
$0
$6.84 Million 0.01% of portfolio
32,446
Q1 2025 Reduced 5.73%
$0
$2.82 Million 0.01% of portfolio
45,054
Q1 2025 Added 18.3%
$0
$6.45 Million 0.01% of portfolio
20,303
Q1 2025 Added 0.05%
$0
$2.84 Million 0.01% of portfolio
10,663
Q1 2025 Added 116.24%
$0
$5.34 Million 0.01% of portfolio
42,908
Q1 2025 Reduced 3.93%
$0
$6.01 Million 0.01% of portfolio
54,144
Q1 2025 Added 21.05%
$0
$6.24 Million 0.01% of portfolio
103,626
Q1 2025 Added 2.82%
$0
$6.26 Million 0.01% of portfolio
44,557
Q1 2025 Added 6.42%
$0
$2.78 Million 0.01% of portfolio
54,840
Q1 2025 Added 21.2%
$0
$3 Million 0.01% of portfolio
23,035
Q1 2025 Reduced 6.69%
$0
$4.65 Million 0.01% of portfolio
202,438
Q1 2025 Added 11.57%
$0
$5.48 Million 0.01% of portfolio
107,207
Q1 2025 Added 1.4%
$0
$2.83 Million 0.01% of portfolio
50,478
Q1 2025 Reduced 0.31%
$0
$4.51 Million 0.01% of portfolio
89,031
Q1 2025 Added 31.41%
$29.9B
$5.51 Million 0.01% of portfolio
40,504
Q1 2025 Added 0.1%
$3.9B
$5.72 Million 0.01% of portfolio
16,974
Q1 2025 Reduced 0.28%

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
Track This Portfolio

Track Baird Financial Group, Inc. Portfolio

Follow Baird Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email