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
$209 Million 0.42% of portfolio
759,147
Q1 2025 Added 10.5%
$0
$212 Million 0.42% of portfolio
4,677,575
Q1 2025 Added 14.01%
$268B
$199 Million 0.4% of portfolio
3,231,117
Q1 2025 Reduced 9.62%
$0
$198 Million 0.4% of portfolio
3,387,020
Q1 2025 Reduced 0.17%
$264B
$200 Million 0.4% of portfolio
2,274,229
Q1 2025 Added 4.65%
$0
$171 Million 0.34% of portfolio
363,812
Q1 2025 Added 11.11%
$221B
$170 Million 0.34% of portfolio
542,628
Q1 2025 Reduced 4.27%
$0
$171 Million 0.34% of portfolio
461,203
Q1 2025 Added 4.59%
$0
$163 Million 0.33% of portfolio
2,682,452
Q1 2025 Added 7.88%
$447B
$162 Million 0.32% of portfolio
1,365,891
Q1 2025 Reduced 1.89%
$0
$155 Million 0.31% of portfolio
697,258
Q1 2025 Reduced 5.12%
$131B
$150 Million 0.3% of portfolio
491,434
Q1 2025 Reduced 0.51%
$0
$151 Million 0.3% of portfolio
4,592,120
Q1 2025 Reduced 1.01%
$0
$152 Million 0.3% of portfolio
2,579,401
Q1 2025 Added 1.32%
$182B
$144 Million 0.29% of portfolio
958,867
Q1 2025 Reduced 22.78%
$0
$138 Million 0.28% of portfolio
533,749
Q1 2025 Added 4.0%
$167B
$135 Million 0.27% of portfolio
265,001
Q1 2025 Reduced 0.63%
$146B
$134 Million 0.27% of portfolio
359,400
Q1 2025 Added 8.89%
$206B
$129 Million 0.26% of portfolio
1,438,922
Q1 2025 Reduced 25.78%
$56B
$132 Million 0.26% of portfolio
857,665
Q1 2025 Reduced 7.95%
$99.4B
$132 Million 0.26% of portfolio
1,348,463
Q1 2025 Reduced 6.72%
$248B
$124 Million 0.25% of portfolio
497,048
Q1 2025 Reduced 6.36%
$0
$123 Million 0.25% of portfolio
4,388,473
Q1 2025 Reduced 0.13%
$93.5B
$123 Million 0.25% of portfolio
351,555
Q1 2025 Reduced 0.71%
$0
$124 Million 0.25% of portfolio
4,125,700
Q1 2025 Added 6.0%
$179B
$118 Million 0.24% of portfolio
766,053
Q1 2025 Added 2.05%
$1.1T
$122 Million 0.24% of portfolio
736,655
Q1 2025 Reduced 15.12%
$67.2B
$121 Million 0.24% of portfolio
2,877,579
Q1 2025 Reduced 55.23%
$202B
$113 Million 0.23% of portfolio
361,408
Q1 2025 Added 7.03%
$37.5B
$115 Million 0.23% of portfolio
474,743
Q1 2025 Reduced 9.53%
$0
$117 Million 0.23% of portfolio
2,179,512
Q1 2025 Added 3.61%
$0
$115 Million 0.23% of portfolio
578,874
Q1 2025 Reduced 0.67%
$76.5B
$111 Million 0.22% of portfolio
447,189
Q1 2025 Reduced 1.67%
$53.2B
$108 Million 0.22% of portfolio
1,840,021
Q1 2025 Reduced 1.08%
$0
$109 Million 0.22% of portfolio
1,334,869
Q1 2025 Added 1.15%
$0
$111 Million 0.22% of portfolio
609,741
Q1 2025 Reduced 7.47%
$12B
$107 Million 0.21% of portfolio
1,890,124
Q1 2025 Added 2.43%
$268B
$104 Million 0.21% of portfolio
386,423
Q1 2025 Added 16.22%
$162B
$106 Million 0.21% of portfolio
212,811
Q1 2025 Reduced 0.46%
$185B
$107 Million 0.21% of portfolio
2,349,606
Q1 2025 Added 8.96%
$79.5B
$102 Million 0.2% of portfolio
812,169
Q1 2025 Reduced 5.8%
$117B
$97.5 Million 0.2% of portfolio
1,085,398
Q1 2025 Added 11.02%
$204B
$102 Million 0.2% of portfolio
767,675
Q1 2025 Added 3.48%
$1.03T
$98.6 Million 0.2% of portfolio
380,284
Q1 2025 Reduced 16.07%
$157B
$96.3 Million 0.19% of portfolio
309,198
Q1 2025 Reduced 7.91%
$120B
$94.4 Million 0.19% of portfolio
467,969
Q1 2025 Added 3.11%
$129B
$92.6 Million 0.19% of portfolio
340,631
Q1 2025 Reduced 19.58%
$33B
$97.2 Million 0.19% of portfolio
997,988
Q1 2025 Reduced 2.7%
$312B
$89.5 Million 0.18% of portfolio
135,140
Q1 2025 Added 16.71%

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
Track This Portfolio

Track Baird Financial Group, Inc. Portfolio

Follow Baird Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email