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
$5.06B
$942,000 0.0% of portfolio
60,727
Q1 2025 Reduced 14.94%
$7.09B
$941,000 0.0% of portfolio
3,298
Q1 2025 Added 4.1%
$6.35B
$825,000 0.0% of portfolio
23,722
Q1 2025 Added 8.86%
$0
$1.53 Million 0.0% of portfolio
22,534
Q1 2025 Reduced 18.2%
$0
$1.38 Million 0.0% of portfolio
26,937
Q1 2025 Reduced 31.57%
$0
$301,000 0.0% of portfolio
11,782
Q4 2024 New
$0
$1.22 Million 0.0% of portfolio
21,344
Q1 2025 Reduced 34.04%
$0
$2.36 Million 0.0% of portfolio
47,350
Q1 2025 Added 0.77%
$0
$1.88 Million 0.0% of portfolio
5,635
Q1 2025 Added 0.52%
$0
$1.73 Million 0.0% of portfolio
9,369
Q1 2025 Reduced 1.43%
$0
$473,000 0.0% of portfolio
4,793
Q1 2025 Added 30.88%
$0
$724,000 0.0% of portfolio
7,507
Q1 2025 Added 9.46%
$0
$290,000 0.0% of portfolio
2,503
Q1 2025 Reduced 23.1%
$0
$1.42 Million 0.0% of portfolio
28,376
Q1 2025 Reduced 7.59%
$0
$1.19 Million 0.0% of portfolio
14,456
Q1 2025 Added 160.23%
$0
$1.73 Million 0.0% of portfolio
13,025
Q1 2025 Added 5.18%
$0
$397,000 0.0% of portfolio
1,221
Q1 2025 Reduced 7.57%
$0
$432,000 0.0% of portfolio
1,976
Q1 2025 Reduced 63.01%
$0
$805,000 0.0% of portfolio
6,211
Q1 2025 Reduced 4.05%
$0
$1.64 Million 0.0% of portfolio
13,687
Q1 2025 Added 65.64%
$0
$2.36 Million 0.0% of portfolio
9,534
Q1 2025 Reduced 10.45%
$0
$924,000 0.0% of portfolio
4,894
Q1 2025 Reduced 3.3%
$2.12B
$539,000 0.0% of portfolio
14,299
Q1 2025 Added 21.42%
$26.8B
$530,000 0.0% of portfolio
7,720
Q1 2025 Reduced 22.63%
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.88%
$11.2B
$127,000 0.0% of portfolio
14,679
Q1 2025 Reduced 96.49%
$1.62B
$233,000 0.0% of portfolio
12,563
Q1 2025 New
$4.59B
$588,000 0.0% of portfolio
10,169
Q1 2025 Added 1.4%
Viper Energy Inc Cl A
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.41%
$6.01B
$629,000 0.0% of portfolio
19,163
Q1 2025 Reduced 1.79%
$7.43B
$653,000 0.0% of portfolio
17,680
Q1 2025 Added 119.08%
$35.6B
$2.38 Million 0.0% of portfolio
10,217
Q1 2025 Reduced 10.71%
$38.5B
$721,000 0.0% of portfolio
3,976
Q1 2025 Added 22.87%
$9.98B
$492,000 0.0% of portfolio
44,113
Q1 2025 Reduced 10.2%
$834M
$4,000 0.0% of portfolio
12,372
Q1 2025 Reduced 23.84%
$31.2B
$1.15 Million 0.0% of portfolio
107,388
Q1 2025 Reduced 25.37%
$2.92B
$647,000 0.0% of portfolio
2,655
Q4 2024 Added 20.57%
$74.6B
$1.55 Million 0.0% of portfolio
10,136
Q1 2025 Reduced 14.92%
$1.94B
$1.96 Million 0.0% of portfolio
63,392
Q1 2025 Added 56.2%
$6.11B
$1.8 Million 0.0% of portfolio
23,419
Q4 2024 Reduced 4.1%
$21.3B
$271,000 0.0% of portfolio
6,712
Q1 2025 Reduced 5.77%
Westport Fuel Systems Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.15%
$11.5B
$1 Million 0.0% of portfolio
6,337
Q1 2025 Reduced 2.45%
$9.65B
$256,000 0.0% of portfolio
1,135
Q1 2025 New
$0
$241,000 0.0% of portfolio
5,084
Q1 2025 Added 8.54%
$0
$489,000 0.0% of portfolio
8,026
Q1 2025 Reduced 61.88%
$0
$2.49 Million 0.0% of portfolio
69,868
Q1 2025 Reduced 34.53%
$0
$385,000 0.0% of portfolio
8,821
Q1 2025 Reduced 87.83%
$0
$711,000 0.0% of portfolio
6,454
Q1 2025 Reduced 68.07%

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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