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
$5.12B
$480,000 0.0% of portfolio
2,187
Q1 2025 Reduced 0.68%
$2.81B
$1.76 Million 0.0% of portfolio
136,174
Q1 2025 Added 3.9%
$10.1B
$385,000 0.0% of portfolio
1,709
Q1 2025 Added 7.62%
Aptiv PLC Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.21%
Aqua Metals Inc Com New
-
$0 0.0% of portfolio
-
Q1 2025 Added 81.06%
$2.34B
$1.48 Million 0.0% of portfolio
208,302
Q1 2025 Added 20.12%
$31.5B
$480,000 0.0% of portfolio
3,279
Q1 2025 Reduced 0.61%
Arista Networks Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 29.76%
$0
$396,000 0.0% of portfolio
11,911
Q1 2025 Reduced 11.4%
$0
$825,000 0.0% of portfolio
39,756
Q1 2025 Added 292.57%
Arm Holdings PLC Sponsored Ads
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.88%
$3.15B
$581,000 0.0% of portfolio
14,870
Q1 2025 Added 67.64%
$2.84B
$857,000 0.0% of portfolio
14,468
Q1 2025 Reduced 3.28%
$3.86B
$1.15 Million 0.0% of portfolio
50,856
Q4 2024 Reduced 0.59%
$10B
$1.43 Million 0.0% of portfolio
6,803
Q1 2025 Reduced 2.59%
$3.09B
$2.33 Million 0.0% of portfolio
102,554
Q1 2025 Added 246.47%
Atlassian Corporation Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.06%
$4.64B
$430,000 0.0% of portfolio
63,984
Q1 2025 Added 1.34%
$53.1B
$2.3 Million 0.0% of portfolio
9,347
Q1 2025 Reduced 4.32%
Avadel Pharmaceuticals PLC Com Shs
-
$0 0.0% of portfolio
-
Q2 2024 New
$2.74B
$591,000 0.0% of portfolio
14,130
Q1 2025 Reduced 3.75%
$2.78B
$312,000 0.0% of portfolio
3,735
Q1 2025 Reduced 1.5%
$3.66B
$29,000 0.0% of portfolio
10,500
Q3 2024 Reduced 16.0%
$5.09B
$208,000 0.0% of portfolio
1,259
Q3 2024 New
$18.5B
$2.22 Million 0.0% of portfolio
42,548
Q1 2025 Reduced 32.58%
$6.14B
$2 Million 0.0% of portfolio
46,080
Q1 2025 Added 119.29%
$2.94B
$397,000 0.0% of portfolio
11,554
Q1 2025 New
$75.3B
$1.16 Million 0.0% of portfolio
75,771
Q1 2025 New
$37.2B
$2.27 Million 0.0% of portfolio
116,943
Q1 2025 Reduced 7.59%
$14.1B
$1.74 Million 0.0% of portfolio
50,832
Q1 2025 Reduced 34.61%
$22B
$343,000 0.0% of portfolio
14,961
Q1 2025 Reduced 24.1%
$5.69B
$350,000 0.0% of portfolio
3,492
Q1 2025 Added 24.63%
$18.1B
$569,000 0.0% of portfolio
7,997
Q1 2025 Added 1.79%
$8.45B
$1.27 Million 0.0% of portfolio
18,230
Q1 2025 Reduced 0.52%
$15.2B
$1.1 Million 0.0% of portfolio
14,916
Q1 2025 Reduced 70.99%
$131B
$1.48 Million 0.0% of portfolio
30,453
Q1 2025 Added 5.66%
$1.04B
$286,000 0.0% of portfolio
100,000
Q1 2025 New
$18.5B
$1.33 Million 0.0% of portfolio
9,683
Q1 2025 Added 11.81%
$26.9B
$1.13 Million 0.0% of portfolio
12,448
Q1 2025 Reduced 33.04%
$3.71B
$333,000 0.0% of portfolio
5,491
Q1 2025 Reduced 1.72%
Blackrock Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.75%
$8.8B
$945,000 0.0% of portfolio
17,219
Q1 2025 Added 0.7%
$30.3B
$1.15 Million 0.0% of portfolio
20,060
Q1 2025 Reduced 41.61%
$5.27B
$153,000 0.0% of portfolio
11,459
Q1 2025 Reduced 21.27%
$8.31B
$778,000 0.0% of portfolio
27,175
Q1 2025 Added 11.32%
$3.21B
$1.01 Million 0.0% of portfolio
14,328
Q1 2025 Reduced 4.01%
$6.93B
$1.43 Million 0.0% of portfolio
41,326
Q1 2025 New
$115B
$387,000 0.0% of portfolio
9,367
Q1 2025 Added 34.33%
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 34.74%

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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