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
$0
$29.6 Million 0.06% of portfolio
220,281
Q1 2025 Added 0.41%
$0
$29.8 Million 0.06% of portfolio
305,464
Q1 2025 Reduced 4.56%
$0
$29 Million 0.06% of portfolio
560,169
Q1 2025 Added 20.33%
$8B
$28 Million 0.06% of portfolio
524,550
Q1 2025 Reduced 18.36%
$261B
$29 Million 0.06% of portfolio
343,880
Q1 2025 Reduced 33.01%
$57.1B
$29 Million 0.06% of portfolio
235,039
Q1 2025 Added 5.1%
$56.1B
$28.3 Million 0.06% of portfolio
44,596
Q1 2025 Added 28.47%
$78.3B
$29.5 Million 0.06% of portfolio
121,705
Q1 2025 Added 1.08%
$15B
$32.2 Million 0.06% of portfolio
278,384
Q1 2025 Added 6.32%
$0
$29.1 Million 0.06% of portfolio
141,159
Q1 2025 Reduced 5.28%
$0
$27.6 Million 0.06% of portfolio
51,747
Q1 2025 Reduced 2.5%
$0
$28.5 Million 0.06% of portfolio
210,301
Q1 2025 Reduced 1.09%
$38.3B
$28.3 Million 0.06% of portfolio
377,675
Q1 2025 Reduced 46.27%
$0
$30.9 Million 0.06% of portfolio
394,273
Q1 2025 Added 6.76%
$0
$30.1 Million 0.06% of portfolio
332,867
Q1 2025 Reduced 2.97%
$33.3B
$31.6 Million 0.06% of portfolio
290,402
Q1 2025 Added 16.29%
$0
$28.1 Million 0.06% of portfolio
599,185
Q1 2025 Added 0.43%
$9.75B
$29.2 Million 0.06% of portfolio
471,730
Q1 2025 Reduced 0.45%
$80.2B
$26.7 Million 0.05% of portfolio
182,145
Q1 2025 Reduced 6.61%
$99.9B
$26.3 Million 0.05% of portfolio
120,870
Q1 2025 Added 0.17%
$149B
$23.3 Million 0.05% of portfolio
160,803
Q1 2025 Added 0.92%
$49.7B
$23.8 Million 0.05% of portfolio
103,729
Q1 2025 Added 15.95%
$101B
$25.9 Million 0.05% of portfolio
185,280
Q1 2025 Reduced 10.44%
$218B
$25.8 Million 0.05% of portfolio
5,590
Q1 2025 Reduced 1.06%
$142B
$24.3 Million 0.05% of portfolio
241,117
Q1 2025 Added 6.08%
$60B
$24.4 Million 0.05% of portfolio
384,486
Q1 2025 Reduced 1.63%
$6.3B
$26.7 Million 0.05% of portfolio
251,230
Q1 2025 Added 4.75%
$0
$24.6 Million 0.05% of portfolio
567,912
Q1 2025 Added 1.79%
$0
$22.8 Million 0.05% of portfolio
687,746
Q1 2025 Added 16.73%
$26.5B
$24.4 Million 0.05% of portfolio
145,340
Q1 2025 Added 74.16%
$27.3B
$26.3 Million 0.05% of portfolio
672,153
Q1 2025 Reduced 4.55%
$0
$25.2 Million 0.05% of portfolio
459,169
Q1 2025 Reduced 7.4%
$0
$24.4 Million 0.05% of portfolio
497,094
Q1 2025 Reduced 2.91%
$0
$24.4 Million 0.05% of portfolio
529,140
Q1 2025 Reduced 6.09%
$17.5B
$22.9 Million 0.05% of portfolio
740,500
Q1 2025 Reduced 1.34%
$0
$22.6 Million 0.05% of portfolio
272,770
Q1 2025 Reduced 5.09%
$0
$26.4 Million 0.05% of portfolio
502,189
Q1 2025 Added 0.36%
$0
$24.2 Million 0.05% of portfolio
257,793
Q1 2025 Added 1.85%
$0
$26.3 Million 0.05% of portfolio
224,174
Q1 2025 Reduced 0.58%
$18.9B
$23.5 Million 0.05% of portfolio
285,962
Q1 2025 Added 11.77%
$101B
$24.3 Million 0.05% of portfolio
36,175
Q1 2025 Added 5.94%
$38.4B
$26.7 Million 0.05% of portfolio
551,295
Q1 2025 Reduced 19.49%
$92.2B
$27.4 Million 0.05% of portfolio
403,158
Q1 2025 Added 1.46%
$68.8B
$25.1 Million 0.05% of portfolio
57,242
Q1 2025 Added 130.61%
$41.7B
$27.2 Million 0.05% of portfolio
564,165
Q1 2025 Added 25.57%
$80.5B
$26.6 Million 0.05% of portfolio
418,675
Q1 2025 Added 9.61%
$32B
$22.9 Million 0.05% of portfolio
190,615
Q1 2025 Reduced 2.03%
$0
$24.4 Million 0.05% of portfolio
303,146
Q1 2025 Reduced 1.26%
$0
$25.6 Million 0.05% of portfolio
1,031,679
Q1 2025 Added 4.28%

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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