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
$23.1 Million 0.05% of portfolio
464,628
Q1 2025 Reduced 7.36%
$0
$26.1 Million 0.05% of portfolio
330,847
Q1 2025 Added 3.14%
$97.2B
$25.7 Million 0.05% of portfolio
279,650
Q1 2025 Reduced 0.97%
$61.6B
$23 Million 0.05% of portfolio
86,806
Q1 2025 Added 0.03%
$49.6B
$25 Million 0.05% of portfolio
39,835
Q1 2025 Reduced 4.61%
$0
$26.1 Million 0.05% of portfolio
140,346
Q1 2025 Reduced 8.32%
$0
$22.7 Million 0.05% of portfolio
382,312
Q1 2025 Added 10.1%
$49B
$24.8 Million 0.05% of portfolio
83,200
Q1 2025 Reduced 0.48%
$32.7B
$25.6 Million 0.05% of portfolio
295,797
Q1 2025 Reduced 38.42%
$71.8B
$25.4 Million 0.05% of portfolio
425,836
Q1 2025 Added 1.59%
$0
$25.4 Million 0.05% of portfolio
319,451
Q1 2025 Reduced 2.71%
$0
$23 Million 0.05% of portfolio
732,457
Q1 2025 Added 2.38%
$64.6B
$20.6 Million 0.04% of portfolio
184,933
Q1 2025 Reduced 3.19%
$53.3B
$19 Million 0.04% of portfolio
175,155
Q1 2025 Added 157.56%
$0
$20.2 Million 0.04% of portfolio
913,430
Q1 2025 Added 1.83%
$229B
$19.5 Million 0.04% of portfolio
265,686
Q1 2025 Added 0.36%
$4.31B
$19.2 Million 0.04% of portfolio
210,972
Q1 2025 Added 14.16%
$57.5B
$20.6 Million 0.04% of portfolio
88,818
Q1 2025 Added 4.19%
$22.6B
$21.2 Million 0.04% of portfolio
103,222
Q1 2025 Added 10.91%
$46.1B
$19 Million 0.04% of portfolio
60,703
Q1 2025 Added 43.14%
$84.4B
$19.4 Million 0.04% of portfolio
286,703
Q1 2025 Added 13.67%
$0
$17.6 Million 0.04% of portfolio
341,897
Q1 2025 Reduced 1.1%
$40.9B
$18.8 Million 0.04% of portfolio
130,048
Q1 2025 Reduced 18.08%
$91B
$18.1 Million 0.04% of portfolio
41,575
Q1 2025 Added 157.72%
$17.7B
$22 Million 0.04% of portfolio
80,654
Q1 2025 Added 1.93%
$0
$19.4 Million 0.04% of portfolio
424,559
Q1 2025 Reduced 22.79%
$0
$20.2 Million 0.04% of portfolio
91,148
Q1 2025 Reduced 3.27%
$0
$22.2 Million 0.04% of portfolio
505,778
Q1 2025 Added 5.7%
$0
$17.9 Million 0.04% of portfolio
164,302
Q1 2025 Reduced 1.16%
$0
$20.9 Million 0.04% of portfolio
158,701
Q1 2025 Added 6.05%
$80.1B
$18.7 Million 0.04% of portfolio
194,180
Q1 2025 Reduced 1.54%
$31.5B
$21.6 Million 0.04% of portfolio
137,395
Q1 2025 Added 22.06%
$76.2B
$21.1 Million 0.04% of portfolio
77,393
Q1 2025 Added 1.46%
$17.9B
$19.5 Million 0.04% of portfolio
163,385
Q1 2025 Added 2.38%
$138B
$20 Million 0.04% of portfolio
178,748
Q1 2025 Reduced 25.53%
$0
$18.2 Million 0.04% of portfolio
285,772
Q1 2025 Added 94.69%
$43.8B
$20.7 Million 0.04% of portfolio
49,323
Q1 2025 Reduced 69.8%
$0
$19.3 Million 0.04% of portfolio
158,281
Q1 2025 Added 6.61%
$0
$19.5 Million 0.04% of portfolio
179,814
Q1 2025 Added 32.74%
$0
$19 Million 0.04% of portfolio
434,332
Q1 2025 Reduced 3.28%
$0
$20 Million 0.04% of portfolio
99,116
Q1 2025 Added 0.83%
$0
$17.7 Million 0.04% of portfolio
212,661
Q1 2025 Added 0.87%
$70.9B
$18.2 Million 0.04% of portfolio
227,685
Q1 2025 Added 25.69%
$61.5B
$20.4 Million 0.04% of portfolio
714,736
Q1 2025 Reduced 2.12%
$33B
$21.9 Million 0.04% of portfolio
167,464
Q1 2025 Added 6,183.83%
$18.8B
$18.7 Million 0.04% of portfolio
113,272
Q1 2025 Reduced 1.72%
$0
$20.3 Million 0.04% of portfolio
541,708
Q1 2025 Reduced 27.49%
$9.92B
$18.6 Million 0.04% of portfolio
323,425
Q1 2025 Added 8.6%
$0
$18.3 Million 0.04% of portfolio
357,931
Q1 2025 Added 0.4%

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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