Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50.4 Billion
  • Q4 2024

Baird Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $50.4 Billion distributed in 3237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.39B, Microsoft Corp with a value of $2.28B, Jpmorgan Chase & CO with a value of $1.43B, Alphabet Inc. with a value of $1.18B, and Berkshire Hathaway Inc Class B with a value of $1.1B.

Examining the 13F form we can see an increase of $229M in the current position value, from $50.2B to 50.4B.

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 $50.4 Billion
ETFs: $13.8 Billion
Technology: $9.07 Billion
Financial Services: $7.18 Billion
Industrials: $5.07 Billion
Consumer Cyclical: $4.52 Billion
Healthcare: $3.47 Billion
Communication Services: $3.29 Billion
Consumer Defensive: $1.86 Billion
Other: $2.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.47 Million 0.01% of portfolio
73,616
Q4 2024 Added 1.19%
$0
$6.53 Million 0.01% of portfolio
238,414
Q4 2024 Added 0.52%
$0
$5.26 Million 0.01% of portfolio
66,872
Q4 2024 Reduced 31.89%
$0
$3.65 Million 0.01% of portfolio
35,000
Q4 2024 Added 1.76%
$0
$5.32 Million 0.01% of portfolio
105,729
Q4 2024 Added 0.51%
$0
$5.88 Million 0.01% of portfolio
100,788
Q4 2024 Reduced 1.31%
$0
$4.17 Million 0.01% of portfolio
181,446
Q4 2024 Added 11.33%
$0
$2.71 Million 0.01% of portfolio
51,543
Q4 2024 Added 3.75%
$0
$3 Million 0.01% of portfolio
58,913
Q4 2024 Added 5.33%
$0
$5.54 Million 0.01% of portfolio
78,307
Q4 2024 Added 52.08%
$0
$5.75 Million 0.01% of portfolio
57,199
Q4 2024 Added 2.22%
$0
$5.92 Million 0.01% of portfolio
89,481
Q4 2024 Reduced 4.9%
$0
$4.6 Million 0.01% of portfolio
68,576
Q4 2024 Added 4.18%
$0
$3.42 Million 0.01% of portfolio
102,526
Q4 2024 Added 3.81%
$0
$4.04 Million 0.01% of portfolio
81,282
Q4 2024 Reduced 14.6%
$0
$7.47 Million 0.01% of portfolio
115,815
Q4 2024 Added 0.51%
$0
$5.15 Million 0.01% of portfolio
221,025
Q4 2024 Added 27.9%
$22.8B
$5.82 Million 0.01% of portfolio
40,462
Q4 2024 Added 0.52%
$0
$2.78 Million 0.01% of portfolio
50,635
Q4 2024 Reduced 32.24%
$0
$3.41 Million 0.01% of portfolio
67,753
Q4 2024 Reduced 10.3%
$106B
$6.84 Million 0.01% of portfolio
10,862
Q4 2024 Added 2.92%
$121B
$4 Million 0.01% of portfolio
27,016
Q4 2024 Added 4.13%
$4.53B
$5.87 Million 0.01% of portfolio
17,022
Q4 2024 Reduced 28.64%
$8.7B
$5.46 Million 0.01% of portfolio
102,985
Q4 2024 Added 5.78%
$4.64B
$3.93 Million 0.01% of portfolio
46,038
Q4 2024 Reduced 1.92%
$29.8B
$2.76 Million 0.01% of portfolio
8,438
Q4 2024 Added 8.95%
$31.6B
$5.64 Million 0.01% of portfolio
41,358
Q4 2024 Added 8.05%
$0
$3.14 Million 0.01% of portfolio
82,567
Q4 2024 Added 7.24%
$0
$4.35 Million 0.01% of portfolio
166,279
Q4 2024 Added 264.18%
$32.9B
$2.57 Million 0.01% of portfolio
4,978
Q4 2024 Added 56.44%
$17.7B
$2.94 Million 0.01% of portfolio
40,445
Q4 2024 Reduced 1.54%
$9.52B
$5.65 Million 0.01% of portfolio
34,198
Q4 2024 Added 369.49%
$6.76B
$6.01 Million 0.01% of portfolio
106,816
Q4 2024 Reduced 0.44%
$95.8B
$5.32 Million 0.01% of portfolio
11,239
Q4 2024 Reduced 3.41%
$4.62B
$3.24 Million 0.01% of portfolio
40,811
Q4 2024 Reduced 0.04%
$4.39B
$3.73 Million 0.01% of portfolio
123,305
Q3 2024 Reduced 9.11%
$25.3B
$3.59 Million 0.01% of portfolio
39,758
Q4 2024 Added 1.29%
$6.6B
$4.25 Million 0.01% of portfolio
70,033
Q4 2024 Reduced 24.6%
$3.43B
$4.05 Million 0.01% of portfolio
106,821
Q4 2024 Added 1.06%
$11B
$7.47 Million 0.01% of portfolio
54,717
Q4 2024 Added 82.03%
$703M
$2.84 Million 0.01% of portfolio
159,448
Q4 2024 Reduced 20.49%
$23.1B
$5.61 Million 0.01% of portfolio
54,765
Q4 2024 Added 18.19%
$0
$3.88 Million 0.01% of portfolio
449,385
Q4 2024 Added 3.43%
$0
$4.65 Million 0.01% of portfolio
521,296
Q4 2024 Added 0.52%
$0
$2.76 Million 0.01% of portfolio
351,192
Q4 2024 Reduced 27.53%
$981M
$7.18 Million 0.01% of portfolio
400,055
Q4 2024 Added 0.74%
$8.71B
$3.32 Million 0.01% of portfolio
80,376
Q4 2024 Added 1.43%
$8.77B
$2.78 Million 0.01% of portfolio
16,697
Q4 2024 Reduced 88.63%
$7.02B
$3.51 Million 0.01% of portfolio
36,891
Q4 2024 Reduced 3.67%

Summary

  • Portfolio
  • No. of Stocks 3,237
  • Current Value $50.4 Billion
  • Prior Value $50.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 886 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 667 stocks
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