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
Brookfield Corp Cl A LTD Vt Sh
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.49%
Brookfield Renewable Corp Cl A Ex Sub Vtg
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.73%
-
$0 0.0% of portfolio
-
Q1 2025 Added 633.48%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.4%
$6.25B
$208,000 0.0% of portfolio
5,000
Q3 2024 Reduced 0.5%
$2.41B
$2.2 Million 0.0% of portfolio
57,368
Q1 2025 Added 29.92%
$19.8B
$715,000 0.0% of portfolio
5,727
Q1 2025 Added 30.43%
Bunge Global Sa Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.8%
$12.2B
$1.03 Million 0.0% of portfolio
10,035
Q1 2025 Reduced 17.7%
$2.98B
$600,000 0.0% of portfolio
28,525
Q1 2025 Added 0.8%
$10.1B
$1.82 Million 0.0% of portfolio
4,259
Q1 2025 Added 3.42%
$0
$312,000 0.0% of portfolio
4,893
Q1 2025 Reduced 87.63%
$12.2B
$536,000 0.0% of portfolio
4,390
Q1 2025 Added 30.58%
$33.7B
$1.08 Million 0.0% of portfolio
26,317
Q1 2025 Reduced 43.41%
$66.1B
$2.26 Million 0.0% of portfolio
40,130
Q1 2025 Added 32.3%
$69B
$1.62 Million 0.0% of portfolio
16,620
Q1 2025 Added 0.86%
$2.69B
$945,000 0.0% of portfolio
47,945
Q4 2024 Added 81.99%
$21.1B
$800,000 0.0% of portfolio
2,352
Q1 2025 Reduced 9.12%
$32.8B
$805,000 0.0% of portfolio
41,236
Q1 2025 Reduced 17.23%
Cava Group Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 25.4%
$6.1B
$260,000 0.0% of portfolio
28,822
Q1 2025 Added 6.79%
$6.34B
$310,000 0.0% of portfolio
5,465
Q1 2025 Reduced 75.43%
Celestica Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 34.33%
$87.8M
$18,000 0.0% of portfolio
15,090
Q2 2024 New
$3.36B
$815,000 0.0% of portfolio
22,905
Q1 2025 Reduced 12.46%
$16.5B
$235,000 0.0% of portfolio
3,883
Q1 2025 New
$23B
$1.75 Million 0.0% of portfolio
48,186
Q1 2025 Added 325.3%
$909M
$335,000 0.0% of portfolio
5,180
Q4 2024 Added 23.54%
$3.69B
$406,000 0.0% of portfolio
4,287
Q1 2025 Added 31.02%
$5.15B
$214,000 0.0% of portfolio
7,184
Q1 2025 New
$7.97B
$386,000 0.0% of portfolio
2,568
Q1 2025 Reduced 0.93%
$61.6B
$453,000 0.0% of portfolio
1,230
Q1 2025 Reduced 0.16%
$27.3B
$2.23 Million 0.0% of portfolio
9,782
Q1 2025 Reduced 9.21%
$6.82B
$814,000 0.0% of portfolio
1,323
Q1 2025 Reduced 2.14%
$2.06B
$147,000 0.0% of portfolio
10,923
Q1 2025 New
$2.15B
$616,000 0.0% of portfolio
4,798
Q1 2025 Reduced 1.03%
$4.24B
$378,000 0.0% of portfolio
11,646
Q1 2025 New
$7.31B
$222,000 0.0% of portfolio
1,673
Q1 2025 Reduced 2.68%
$12.6B
$466,000 0.0% of portfolio
7,713
Q1 2025 Reduced 55.0%
$1.86B
$639,000 0.0% of portfolio
5,448
Q4 2024 Reduced 0.15%
$12.4B
$858,000 0.0% of portfolio
4,358
Q1 2025 Reduced 5.16%
$611M
$737,000 0.0% of portfolio
109,736
Q1 2025 Added 48.46%
$4.84B
$257,000 0.0% of portfolio
31,320
Q1 2025 Added 66.35%
$20.6B
$2.17 Million 0.0% of portfolio
28,903
Q1 2025 Added 0.97%
Coherent Corp Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.01%
$58.2B
$1.96 Million 0.0% of portfolio
11,354
Q1 2025 Added 24.03%
$8.17B
$638,000 0.0% of portfolio
10,812
Q1 2025 Added 16.08%
$19.7B
$1.82 Million 0.0% of portfolio
5,640
Q1 2025 Added 125.15%
$7.67B
$2.01 Million 0.0% of portfolio
32,360
Q1 2025 Reduced 1.99%

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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