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
Ge Healthcare Technologies I Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.06%
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.22%
$14.3B
$1.71 Million 0.0% of portfolio
79,431
Q1 2025 Added 3.41%
$75.6B
$1.68 Million 0.0% of portfolio
35,818
Q1 2025 Reduced 13.36%
$8.24B
$1.25 Million 0.0% of portfolio
24,782
Q1 2025 Reduced 2.98%
$1.2B
$1.32 Million 0.0% of portfolio
35,173
Q1 2025 Reduced 3.64%
$487M
$18,000 0.0% of portfolio
11,500
Q2 2024 New
$355M
$28,000 0.0% of portfolio
25,000
Q4 2024 Reduced 28.57%
$9.37B
$363,000 0.0% of portfolio
8,216
Q1 2025 Added 65.25%
$5.01B
$221,000 0.0% of portfolio
5,005
Q1 2025 Reduced 3.84%
$544M
$158,000 0.0% of portfolio
10,613
Q4 2024 Added 50.3%
$0
$1.22 Million 0.0% of portfolio
91,436
Q4 2024 Reduced 1.52%
$0
$828,000 0.0% of portfolio
22,782
Q1 2025 Added 70.79%
$0
$337,000 0.0% of portfolio
6,340
Q1 2025 Reduced 32.12%
$0
$1.81 Million 0.0% of portfolio
63,562
Q1 2025 Reduced 4.77%
$0
$643,000 0.0% of portfolio
14,687
Q1 2025 Reduced 5.59%
$11.7B
$440,000 0.0% of portfolio
3,341
Q1 2025 Reduced 20.83%
$4B
$211,000 0.0% of portfolio
2,890
Q1 2025 Added 1.4%
$22.7B
$615,000 0.0% of portfolio
27,859
Q4 2024 Reduced 0.73%
$0
$1.35 Million 0.0% of portfolio
40,669
Q1 2025 Added 38.38%
$3.09B
$109,000 0.0% of portfolio
11,821
Q1 2025 Reduced 3.86%
$2.16B
$591,000 0.0% of portfolio
5,010
Q1 2025 Reduced 9.6%
$5.31B
$416,000 0.0% of portfolio
2,410
Q1 2025 New
$6.9B
$837,000 0.0% of portfolio
32,279
Q1 2025 Reduced 0.45%
$1.79B
$2.04 Million 0.0% of portfolio
37,135
Q1 2025 Added 5.52%
$4.42B
$372,000 0.0% of portfolio
5,204
Q1 2025 Added 23.82%
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.99%
$18.7B
$1.15 Million 0.0% of portfolio
6,162
Q1 2025 Reduced 17.88%
$5.97B
$271,000 0.0% of portfolio
6,946
Q1 2025 New
$752M
$289,000 0.0% of portfolio
9,910
Q1 2025 Reduced 1.12%
$47.3B
$713,000 0.0% of portfolio
69,350
Q1 2025 Added 264.58%
$19.2B
$233,000 0.0% of portfolio
9,205
Q1 2025 Reduced 52.19%
$7.79B
$666,000 0.0% of portfolio
10,440
Q1 2025 Reduced 6.11%
$186M
$219,000 0.0% of portfolio
11,296
Q3 2023 Reduced 15.04%
$5.86B
$275,000 0.0% of portfolio
1,586
Q4 2024 Reduced 20.98%
$10.7B
$200,000 0.0% of portfolio
3,255
Q1 2025 Reduced 20.04%
$8.21B
$848,000 0.0% of portfolio
9,598
Q1 2025 New
$3.54B
$123,000 0.0% of portfolio
22,248
Q1 2025 Added 0.0%
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.78%
$9.4B
$279,000 0.0% of portfolio
4,086
Q1 2025 Reduced 24.86%
$2.47B
$208,000 0.0% of portfolio
10,864
Q1 2025 Added 0.35%
$890M
$1.21 Million 0.0% of portfolio
49,816
Q1 2025 Added 13.08%
$46.1B
$2.28 Million 0.0% of portfolio
14,282
Q1 2025 Added 73.26%
$26.6B
$219,000 0.0% of portfolio
14,194
Q1 2025 Reduced 27.6%
$73.3B
$292,000 0.0% of portfolio
1,284
Q1 2025 Reduced 11.99%
$15.9B
$1.25 Million 0.0% of portfolio
20,169
Q1 2025 Reduced 70.17%
$5.97B
$537,000 0.0% of portfolio
19,000
Q1 2025 Reduced 35.6%
$22.7B
$1.68 Million 0.0% of portfolio
5,062
Q4 2024 Reduced 4.56%
$15.3B
$508,000 0.0% of portfolio
3,440
Q1 2025 Reduced 9.5%

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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