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
$4.62B
$3.68 Million 0.01% of portfolio
67,445
Q1 2025 Added 48.54%
$24.1B
$3.89 Million 0.01% of portfolio
217,765
Q1 2025 Added 16.0%
$0
$3.81 Million 0.01% of portfolio
105,393
Q1 2025 Added 1.89%
$0
$4.9 Million 0.01% of portfolio
247,625
Q1 2025 Added 16.63%
$0
$2.55 Million 0.01% of portfolio
101,717
Q1 2025 Added 228.33%
$0
$3.29 Million 0.01% of portfolio
123,805
Q1 2025 Reduced 4.23%
$0
$6.29 Million 0.01% of portfolio
240,193
Q1 2025 Reduced 7.46%
$0
$3.2 Million 0.01% of portfolio
148,624
Q1 2025 Reduced 6.65%
$1.86B
$5.67 Million 0.01% of portfolio
339,598
Q1 2025 Added 12.96%
$0
$6 Million 0.01% of portfolio
45,784
Q1 2025 Reduced 4.14%
$0
$4.12 Million 0.01% of portfolio
54,217
Q1 2025 Added 22.79%
$53.3B
$6.02 Million 0.01% of portfolio
36,234
Q1 2025 Reduced 10.01%
$6.9B
$4.53 Million 0.01% of portfolio
28,823
Q1 2025 Added 46.41%
$8.5B
$5.61 Million 0.01% of portfolio
98,800
Q1 2025 Added 2.45%
$11.6B
$3.32 Million 0.01% of portfolio
28,039
Q1 2025 Reduced 6.38%
$67.7B
$5.02 Million 0.01% of portfolio
34,377
Q1 2025 Added 3.37%
$0
$6.52 Million 0.01% of portfolio
117,428
Q1 2025 Added 2.02%
$0
$4.08 Million 0.01% of portfolio
40,993
Q1 2025 Reduced 13.51%
$0
$3.96 Million 0.01% of portfolio
41,534
Q1 2025 Added 6.3%
$0
$6 Million 0.01% of portfolio
194,619
Q1 2025 Reduced 1.21%
$0
$2.85 Million 0.01% of portfolio
112,838
Q1 2025 Added 0.07%
$0
$6.06 Million 0.01% of portfolio
274,971
Q1 2025 Reduced 11.27%
$0
$6.02 Million 0.01% of portfolio
220,817
Q1 2025 Added 55.99%
$0
$3.83 Million 0.01% of portfolio
58,226
Q1 2025 Reduced 85.55%
$0
$4.74 Million 0.01% of portfolio
116,394
Q1 2025 Reduced 11.73%
$0
$5.8 Million 0.01% of portfolio
69,837
Q1 2025 Added 2.01%
$0
$4.11 Million 0.01% of portfolio
50,691
Q1 2025 Reduced 23.78%
$0
$4.55 Million 0.01% of portfolio
97,909
Q1 2025 Added 2.41%
$0
$3.53 Million 0.01% of portfolio
17,595
Q1 2025 Reduced 7.22%
$1.85B
$2.56 Million 0.01% of portfolio
57,062
Q1 2025 Added 17.83%
$5.13B
$3.12 Million 0.01% of portfolio
23,496
Q1 2025 Reduced 0.3%
$0
$2.7 Million 0.01% of portfolio
65,708
Q1 2025 Reduced 9.67%
$2.3B
$3.83 Million 0.01% of portfolio
55,396
Q1 2025 Added 5.06%
$1.1B
$5.69 Million 0.01% of portfolio
110,792
Q1 2025 Reduced 22.21%
$7.65B
$5.75 Million 0.01% of portfolio
4,340
Q1 2025 Reduced 13.96%
$36.2B
$5.03 Million 0.01% of portfolio
91,967
Q1 2025 Reduced 12.77%
$2.1B
$5.07 Million 0.01% of portfolio
2,946,027
Q1 2025 Added 35.15%
$13.3B
$3.13 Million 0.01% of portfolio
29,681
Q1 2025 Added 74.03%
$173B
$5.67 Million 0.01% of portfolio
82,636
Q1 2025 Added 46.78%
$104B
$2.92 Million 0.01% of portfolio
8,670
Q1 2025 Reduced 1.42%
$86.5B
$7.01 Million 0.01% of portfolio
5,065
Q1 2025 Reduced 2.99%
$25.1B
$5.87 Million 0.01% of portfolio
16,015
Q1 2025 Reduced 27.84%
$152B
$4.73 Million 0.01% of portfolio
79,454
Q1 2025 Added 1.57%
$18.8B
$3.87 Million 0.01% of portfolio
541,176
Q1 2025 Added 127.66%
$7.15B
$4.48 Million 0.01% of portfolio
32,086
Q1 2025 Added 26.21%
$0
$5.99 Million 0.01% of portfolio
207,612
Q1 2025 Added 95.73%
$0
$3.23 Million 0.01% of portfolio
12,334
Q1 2025 Added 26.13%
$0
$6.92 Million 0.01% of portfolio
32,714
Q1 2025 Reduced 17.51%
$0
$7.02 Million 0.01% of portfolio
68,058
Q1 2025 Added 9.44%

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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