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
$408M
$434,000 0.0% of portfolio
23,934
Q1 2025 Added 34.45%
$1.02B
$1.04 Million 0.0% of portfolio
20,655
Q1 2025 Reduced 0.43%
Concentra Group Holdings Par Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 57.76%
$3.6B
$348,000 0.0% of portfolio
14,871
Q1 2025 Reduced 0.1%
$36.2B
$1.59 Million 0.0% of portfolio
14,383
Q1 2025 Reduced 3.21%
Cooper Cos Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.99%
Core Natural Resources Inc Com Shs Added
-
$0 0.0% of portfolio
-
Q1 2025 New
Corpay Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.06%
$50B
$336,000 0.0% of portfolio
15,364
Q1 2025 Added 29.87%
Crane Company Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.03%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Reduced 17.61%
$46.1B
$769,000 0.0% of portfolio
7,383
Q1 2025 Reduced 78.59%
$8.81B
$615,000 0.0% of portfolio
4,917
Q1 2025 Reduced 1.58%
$18.4B
$646,000 0.0% of portfolio
2,038
Q1 2025 Reduced 3.96%
$1.85B
$92,000 0.0% of portfolio
12,135
Q1 2025 Added 12.0%
$0
$224,000 0.0% of portfolio
5,304
Q1 2025 Reduced 0.02%
$0
$893,000 0.0% of portfolio
14,777
Q1 2025 Reduced 62.49%
$0
$1.18 Million 0.0% of portfolio
28,567
Q1 2025 Reduced 5.09%
$0
$233,000 0.0% of portfolio
8,928
Q2 2024 Reduced 16.78%
$0
$398,000 0.0% of portfolio
4,565
Q1 2025 Added 7.11%
$54.7B
$2.14 Million 0.0% of portfolio
12,554
Q1 2025 Reduced 28.8%
$15.9B
$983,000 0.0% of portfolio
12,086
Q1 2025 Reduced 10.22%
$24.3B
$1.33 Million 0.0% of portfolio
15,148
Q1 2025 Reduced 20.39%
$48B
$2.17 Million 0.0% of portfolio
38,684
Q1 2025 Reduced 19.55%
$8.57B
$2.38 Million 0.0% of portfolio
35,461
Q1 2025 Added 0.17%
$1.15B
$516,000 0.0% of portfolio
23,117
Q1 2025 Reduced 1.92%
$2.52B
$154,000 0.0% of portfolio
11,530
Q1 2025 New
$7.83B
$280,000 0.0% of portfolio
1,263
Q1 2025 Reduced 1.48%
$9.3B
$1.69 Million 0.0% of portfolio
19,149
Q1 2025 Reduced 0.09%
$188M
$35,000 0.0% of portfolio
30,751
Q4 2024 Reduced 14.54%
$26.7B
$2.05 Million 0.0% of portfolio
5,545
Q1 2025 Reduced 46.66%
$11B
$339,000 0.0% of portfolio
3,351
Q1 2025 Added 34.36%
$53.2B
$596,000 0.0% of portfolio
32,074
Q1 2025 Added 42.08%
$4.28B
$370,000 0.0% of portfolio
2,288
Q4 2023 Reduced 0.04%
$7.62B
$675,000 0.0% of portfolio
5,219
Q1 2025 Reduced 3.06%
$573M
$101,000 0.0% of portfolio
14,041
Q1 2025 New
$25.3B
$1.99 Million 0.0% of portfolio
27,796
Q1 2025 Reduced 11.65%
$5.11B
$351,000 0.0% of portfolio
2,206
Q4 2024 Added 5.25%
$0
$1.25 Million 0.0% of portfolio
30,831
Q1 2025 Added 0.22%
$11.5B
$615,000 0.0% of portfolio
3,082
Q1 2025 Added 39.9%
$14.5B
$593,000 0.0% of portfolio
1,602
Q1 2025 Added 33.39%
$800M
$1.02 Million 0.0% of portfolio
326,035
Q4 2023 Reduced -0.0%
$0
$386,000 0.0% of portfolio
7,503
Q1 2025 Reduced 4.92%
$43.4B
$1.38 Million 0.0% of portfolio
29,894
Q1 2025 Added 11.5%
$19.8B
$258,000 0.0% of portfolio
1,741
Q1 2025 Reduced 12.91%
$18B
$1.31 Million 0.0% of portfolio
4,920
Q1 2025 Reduced 2.15%
$4.19B
$1.26 Million 0.0% of portfolio
31,024
Q1 2025 Added 5.46%
Ferguson Enterprises Inc Common Stock New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.99%
$0
$400,000 0.0% of portfolio
2,485
Q4 2024 Reduced 1.15%

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