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
$5.84B
$1.12 Million 0.0% of portfolio
17,136
Q1 2025 Reduced 0.12%
$458M
$1 Million 0.0% of portfolio
21,240
Q3 2024 Added 129.87%
$1.58B
$373,000 0.0% of portfolio
24,049
Q4 2024 Reduced 4.33%
$2.33B
$1.04 Million 0.0% of portfolio
41,799
Q1 2025 Reduced 2.26%
$3.21B
$296,000 0.0% of portfolio
10,347
Q2 2024 Reduced 2.08%
$0
$251,000 0.0% of portfolio
12,500
Q1 2025 Added 25.0%
$0
$1.12 Million 0.0% of portfolio
30,044
Q1 2025 Reduced 0.71%
$0
$1.86 Million 0.0% of portfolio
73,054
Q1 2025 Added 74.57%
$0
$1.34 Million 0.0% of portfolio
13,113
Q1 2025 Reduced 45.74%
$0
$1.69 Million 0.0% of portfolio
29,183
Q1 2025 Reduced 69.6%
$0
$2.44 Million 0.0% of portfolio
100,634
Q1 2025 Reduced 0.64%
$0
$691,000 0.0% of portfolio
8,143
Q1 2025 Reduced 1.94%
$0
$196,000 0.0% of portfolio
12,000
Q1 2025 Reduced 10.11%
$0
$313,000 0.0% of portfolio
10,320
Q1 2025 Reduced 0.27%
$0
$459,000 0.0% of portfolio
4,065
Q1 2025 Added 3.17%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 64.98%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.98%
$0
$263,000 0.0% of portfolio
3,824
Q1 2025 Reduced 34.03%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.73%
-
$0 0.0% of portfolio
-
Q1 2025 Added 14.59%
$0
$256,000 0.0% of portfolio
8,966
Q1 2025 Reduced 24.96%
$0
$568,000 0.0% of portfolio
6,062
Q1 2025 Reduced 3.53%
$0
$328,000 0.0% of portfolio
13,213
Q1 2025 Reduced 3.88%
$0
$1.21 Million 0.0% of portfolio
7,123
Q1 2025 Reduced 7.59%
$0
$1.1 Million 0.0% of portfolio
9,833
Q1 2025 New
$0
$921,000 0.0% of portfolio
9,154
Q1 2025 Reduced 21.95%
First Tr Exchng Traded Fd Vi Ft Energy Income
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 97.39%
$0
$763,000 0.0% of portfolio
9,954
Q1 2025 Reduced 2.47%
$0
$2.34 Million 0.0% of portfolio
22,806
Q1 2025 Reduced 1.93%
$0
$1.87 Million 0.0% of portfolio
14,419
Q1 2025 Reduced 1.19%
$0
$1.75 Million 0.0% of portfolio
21,986
Q1 2025 Reduced 0.65%
$0
$315,000 0.0% of portfolio
6,038
Q1 2025 Added 11.77%
$0
$174,000 0.0% of portfolio
12,853
Q1 2025 New
$23.5B
$435,000 0.0% of portfolio
10,768
Q1 2025 Reduced 48.6%
$532M
$272,000 0.0% of portfolio
9,803
Q4 2024 Added 0.61%
$0
$1.33 Million 0.0% of portfolio
53,235
Q1 2025 Added 13.32%
$0
$527,000 0.0% of portfolio
13,580
Q1 2025 Reduced 22.75%
$6.99B
$615,000 0.0% of portfolio
12,600
Q1 2025 Reduced 0.4%
$7.66B
$559,000 0.0% of portfolio
15,624
Q1 2025 Added 12.91%
$2.34B
$202,000 0.0% of portfolio
14,335
Q4 2024 New
$23B
$1.5 Million 0.0% of portfolio
32,887
Q1 2025 Reduced 5.82%
$8.31B
$745,000 0.0% of portfolio
11,517
Q1 2025 Added 61.21%
$16.9B
$827,000 0.0% of portfolio
14,624
Q1 2025 Reduced 11.64%
$12.3B
$1.65 Million 0.0% of portfolio
31,364
Q1 2025 Added 268.6%
$4.24B
$924,000 0.0% of portfolio
9,852
Q1 2025 Reduced 0.23%
$0
$295,000 0.0% of portfolio
10,037
Q1 2025 Reduced 2.19%
$649M
$150,000 0.0% of portfolio
51,595
Q1 2025 Reduced 15.27%
$3.26B
$352,000 0.0% of portfolio
6,286
Q1 2025 Added 5.7%
$6.85B
$237,000 0.0% of portfolio
12,906
Q1 2025 Reduced 55.76%

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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