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
$17.1B
$7.46 Million 0.01% of portfolio
466,781
Q1 2025 Reduced 6.51%
$11.1B
$6.04 Million 0.01% of portfolio
12,403
Q1 2025 Reduced 91.93%
$127B
$3.15 Million 0.01% of portfolio
27,217
Q1 2025 Added 0.74%
$133B
$7.26 Million 0.01% of portfolio
10,677
Q1 2025 Reduced 1.7%
$7.33B
$2.81 Million 0.01% of portfolio
64,575
Q1 2025 Reduced 37.3%
$0
$2.81 Million 0.01% of portfolio
86,780
Q1 2025 Added 1,078.76%
$27.9B
$2.63 Million 0.01% of portfolio
22,904
Q1 2025 Reduced 44.62%
$0
$5.07 Million 0.01% of portfolio
124,625
Q1 2025 Added 50.94%
$0
$4.44 Million 0.01% of portfolio
175,950
Q1 2025 Added 5.82%
$4.17B
$7.21 Million 0.01% of portfolio
37,022
Q1 2025 Added 3.46%
$34.5B
$2.51 Million 0.01% of portfolio
5,247
Q1 2025 Added 5.4%
$14.9B
$2.81 Million 0.01% of portfolio
40,479
Q1 2025 Added 0.08%
$6.12B
$5.82 Million 0.01% of portfolio
113,927
Q1 2025 Added 6.66%
$3.45B
$6.96 Million 0.01% of portfolio
411,672
Q1 2025 Reduced 11.08%
$12.7B
$2.84 Million 0.01% of portfolio
11,695
Q1 2025 Reduced 21.18%
$12.4B
$2.85 Million 0.01% of portfolio
9,503
Q1 2025 New
$4.88B
$3.19 Million 0.01% of portfolio
41,842
Q1 2025 Added 2.53%
$3.85B
$3.37 Million 0.01% of portfolio
118,776
Q1 2025 Reduced 3.67%
$8.05B
$4.94 Million 0.01% of portfolio
62,407
Q1 2025 Reduced 10.89%
$2.88B
$4.67 Million 0.01% of portfolio
118,428
Q1 2025 Added 10.87%
$12.8B
$6.39 Million 0.01% of portfolio
57,820
Q1 2025 Added 5.67%
$26.5B
$4.88 Million 0.01% of portfolio
49,507
Q1 2025 Reduced 9.6%
$9.94B
$6.43 Million 0.01% of portfolio
339,339
Q1 2025 Added 1,647.64%
$34.7B
$4.45 Million 0.01% of portfolio
46,608
Q1 2025 Added 17.23%
$1.52B
$5.86 Million 0.01% of portfolio
413,507
Q1 2025 Added 3.36%
$59B
$3.85 Million 0.01% of portfolio
20,242
Q1 2025 Added 0.8%
$8.83B
$3.64 Million 0.01% of portfolio
79,280
Q1 2025 Reduced 1.36%
$8.13B
$5.28 Million 0.01% of portfolio
56,118
Q1 2025 Added 52.12%
$42.1B
$3.11 Million 0.01% of portfolio
30,113
Q1 2025 Reduced 1.01%
$19B
$3.9 Million 0.01% of portfolio
19,672
Q1 2025 Reduced 7.29%
$20.6B
$2.51 Million 0.01% of portfolio
62,606
Q1 2025 Reduced 2.34%
$17.6B
$4.14 Million 0.01% of portfolio
47,287
Q1 2025 Reduced 3.38%
$0
$5.33 Million 0.01% of portfolio
107,119
Q1 2025 Added 12.49%
$0
$4.41 Million 0.01% of portfolio
47,707
Q1 2025 Added 2.66%
$0
$4.24 Million 0.01% of portfolio
82,157
Q1 2025 Reduced 0.73%
$10.3B
$3.3 Million 0.01% of portfolio
34,620
Q1 2025 Added 37.87%
$497M
$2.88 Million 0.01% of portfolio
4,571,669
Q1 2025 Added 7.26%
$4.46B
$2.64 Million 0.01% of portfolio
19,137
Q1 2025 New
$9.28B
$2.72 Million 0.01% of portfolio
28,148
Q1 2025 New
$3.28B
$3.29 Million 0.01% of portfolio
72,902
Q1 2025 Reduced 6.21%
$20.2B
$3.22 Million 0.01% of portfolio
38,198
Q1 2025 Reduced 12.51%
$2.63B
$4.09 Million 0.01% of portfolio
70,117
Q1 2025 Added 29.28%
$0
$2.59 Million 0.01% of portfolio
40,579
Q1 2025 Reduced 7.02%
$38.4B
$5.36 Million 0.01% of portfolio
47,954
Q1 2025 Reduced 55.96%
$49.8B
$6.12 Million 0.01% of portfolio
20,449
Q1 2025 Added 2.39%
$41.3B
$2.87 Million 0.01% of portfolio
34,898
Q1 2025 Added 4.01%
$24.9B
$2.76 Million 0.01% of portfolio
26,896
Q1 2025 Reduced 13.71%
$17.1B
$2.6 Million 0.01% of portfolio
58,717
Q1 2025 Reduced 88.74%
$34.8B
$3.79 Million 0.01% of portfolio
65,269
Q1 2025 Added 2.44%

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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