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
$0
$5.5 Million 0.01% of portfolio
293,854
Q1 2025 Reduced 2.39%
$0
$3.54 Million 0.01% of portfolio
91,240
Q1 2025 Added 0.03%
$0
$3.34 Million 0.01% of portfolio
288,349
Q1 2025 Reduced 12.83%
$0
$3.79 Million 0.01% of portfolio
454,390
Q1 2025 Added 2.04%
$0
$4.52 Million 0.01% of portfolio
514,658
Q1 2025 Added 1.38%
$530M
$721,000 0.0% of portfolio
28,454
Q1 2025 Reduced 2.09%
$1.72B
$964,000 0.0% of portfolio
29,658
Q1 2025 Added 0.55%
$3.65B
$1.51 Million 0.0% of portfolio
90,864
Q1 2025 New
$1.64B
$722,000 0.0% of portfolio
30,958
Q1 2025 New
$9.36B
$1.13 Million 0.0% of portfolio
4,296
Q1 2025 Added 0.16%
$1.77B
$263,000 0.0% of portfolio
18,670
Q1 2025 New
$533M
$616,000 0.0% of portfolio
27,046
Q1 2025 Reduced 50.09%
$5.29B
$286,000 0.0% of portfolio
2,847
Q1 2025 Added 29.0%
$3.67B
$2.17 Million 0.0% of portfolio
55,267
Q1 2025 Added 9.86%
$9.41B
$2.25 Million 0.0% of portfolio
20,667
Q1 2025 Added 3.87%
$5.33B
$255,000 0.0% of portfolio
2,681
Q1 2025 Added 42.0%
$5.74B
$356,000 0.0% of portfolio
4,615
Q1 2025 Reduced 1.35%
$55.6B
$1.07 Million 0.0% of portfolio
8,967
Q1 2025 Reduced 34.92%
$717M
$41,000 0.0% of portfolio
21,393
Q1 2025 Added 23.0%
$8.87B
$578,000 0.0% of portfolio
8,031
Q1 2025 Reduced 58.23%
$42.6B
$1.85 Million 0.0% of portfolio
19,531
Q1 2025 Added 8.39%
$15B
$2.07 Million 0.0% of portfolio
13,061
Q1 2025 Reduced 32.7%
$2.46B
$676,000 0.0% of portfolio
36,343
Q1 2025 Added 29.83%
$4.82B
$586,000 0.0% of portfolio
17,764
Q1 2025 New
$13.5B
$1.07 Million 0.0% of portfolio
8,167
Q1 2025 Reduced 1.78%
$15.9B
$1.22 Million 0.0% of portfolio
18,929
Q1 2025 Reduced 29.98%
$12.1B
$716,000 0.0% of portfolio
19,647
Q1 2025 New
$0
$1.6 Million 0.0% of portfolio
30,862
Q1 2025 Added 107.25%
$0
$964,000 0.0% of portfolio
16,597
Q1 2025 Added 0.6%
$199M
$297,000 0.0% of portfolio
59,440
Q4 2024 New
$2.79B
$256,000 0.0% of portfolio
3,260
Q1 2025 Added 23.72%
$25.1B
$936,000 0.0% of portfolio
9,330
Q1 2025 Added 122.57%
$0
$2.04 Million 0.0% of portfolio
33,971
Q1 2025 Added 7.48%
$0
$453,000 0.0% of portfolio
6,845
Q1 2025 Added 32.63%
$0
$831,000 0.0% of portfolio
9,000
Q1 2025 Added 20.53%
$10.8B
$282,000 0.0% of portfolio
2,154
Q1 2025 Reduced 9.46%
$1.18B
$1.56 Million 0.0% of portfolio
85,766
Q1 2025 Added 26.23%
$41.3B
$2.49 Million 0.0% of portfolio
14,461
Q1 2025 Reduced 19.91%
Amplify ETF Tr Amplify Cybersec
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.92%
$0
$876,000 0.0% of portfolio
14,576
Q1 2025 Reduced 8.88%
$447M
$1.34 Million 0.0% of portfolio
500,499
Q1 2025 New
Annaly Capital Management In Com New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.93%
$32.6B
$1.25 Million 0.0% of portfolio
3,961
Q1 2025 Reduced 24.78%
$8.45B
$326,000 0.0% of portfolio
18,117
Q1 2025 Added 9.03%
$6.38B
$516,000 0.0% of portfolio
24,551
Q1 2025 Reduced 23.53%
$2.2B
$1.21 Million 0.0% of portfolio
55,529
Q1 2025 Added 1.58%
$8.11B
$1.54 Million 0.0% of portfolio
42,987
Q1 2025 Added 1.1%
$933M
$989,000 0.0% of portfolio
21,348
Q1 2025 Added 14.82%
$93.6B
$1.01 Million 0.0% of portfolio
7,409
Q1 2025 Added 35.9%

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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