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
$24.2B
$18.1 Million 0.04% of portfolio
79,992
Q1 2025 Added 16.14%
$50.9B
$20.6 Million 0.04% of portfolio
155,931
Q1 2025 Reduced 60.15%
$0
$20.1 Million 0.04% of portfolio
82,042
Q1 2025 Added 8.03%
$0
$18.8 Million 0.04% of portfolio
254,591
Q1 2025 Added 12.9%
$0
$18.6 Million 0.04% of portfolio
34,289
Q1 2025 Reduced 11.37%
$0
$22.3 Million 0.04% of portfolio
172,908
Q1 2025 Added 2.46%
$29.5B
$22.2 Million 0.04% of portfolio
87,519
Q1 2025 Reduced 0.99%
$0
$20 Million 0.04% of portfolio
461,382
Q1 2025 Added 4.54%
$0
$22.4 Million 0.04% of portfolio
452,530
Q1 2025 Reduced 0.5%
$41B
$20.7 Million 0.04% of portfolio
131,412
Q1 2025 Added 16.71%
$0
$21.6 Million 0.04% of portfolio
881,965
Q1 2025 Added 4.38%
$0
$18.6 Million 0.04% of portfolio
772,874
Q1 2025 Reduced 1.1%
$0
$16.5 Million 0.03% of portfolio
189,694
Q1 2025 Added 6.0%
$21.4B
$17.1 Million 0.03% of portfolio
110,855
Q1 2025 Added 0.18%
$3.5B
$15.6 Million 0.03% of portfolio
158,774
Q1 2025 Added 2.18%
$77.1B
$13 Million 0.03% of portfolio
72,603
Q1 2025 Reduced 2.14%
$18.4B
$13.4 Million 0.03% of portfolio
171,736
Q1 2025 Added 21.85%
$23.4B
$14.6 Million 0.03% of portfolio
98,515
Q1 2025 Added 1.45%
$76.7B
$15.4 Million 0.03% of portfolio
164,729
Q1 2025 Reduced 1.18%
$5.94B
$15.4 Million 0.03% of portfolio
333,749
Q1 2025 Added 0.51%
$51.4B
$12.6 Million 0.03% of portfolio
200,389
Q1 2025 Added 0.33%
$20.6B
$14.2 Million 0.03% of portfolio
491,402
Q1 2025 Added 1.07%
$100B
$14.1 Million 0.03% of portfolio
39,912
Q1 2025 Reduced 1.0%
$51.1B
$13.6 Million 0.03% of portfolio
94,622
Q1 2025 Added 0.8%
$0
$15.6 Million 0.03% of portfolio
501,081
Q1 2025 Added 8.65%
$21.6B
$15.5 Million 0.03% of portfolio
444,632
Q1 2025 Reduced 7.71%
$35.1B
$14.4 Million 0.03% of portfolio
193,444
Q1 2025 Reduced 1.84%
$8.06B
$12.7 Million 0.03% of portfolio
143,009
Q1 2025 Added 225.56%
$3.01B
$14.9 Million 0.03% of portfolio
154,674
Q1 2025 Added 2.09%
$9.94B
$13.4 Million 0.03% of portfolio
310,566
Q1 2025 Reduced 7.56%
$16.2B
$13.2 Million 0.03% of portfolio
28,931
Q1 2025 Added 3.83%
$59.3B
$17.2 Million 0.03% of portfolio
70,370
Q1 2025 Reduced 8.44%
$0
$15.2 Million 0.03% of portfolio
217,579
Q1 2025 Reduced 0.29%
$0
$16.8 Million 0.03% of portfolio
281,261
Q1 2025 Added 2.36%
$0
$15.8 Million 0.03% of portfolio
90,771
Q1 2025 Reduced 14.42%
$2.28B
$14.5 Million 0.03% of portfolio
495,988
Q1 2025 Reduced 1.38%
$13.1B
$14.6 Million 0.03% of portfolio
79,993
Q1 2025 Reduced 80.22%
$23.5B
$16.5 Million 0.03% of portfolio
1,100,620
Q1 2025 Reduced 4.23%
$0
$13.7 Million 0.03% of portfolio
150,377
Q1 2025 Added 29.57%
$0
$13 Million 0.03% of portfolio
102,442
Q1 2025 Reduced 37.29%
$0
$16.9 Million 0.03% of portfolio
183,623
Q1 2025 Reduced 26.03%
$0
$16.8 Million 0.03% of portfolio
167,992
Q1 2025 Reduced 14.38%
$0
$17 Million 0.03% of portfolio
208,571
Q1 2025 Reduced 5.2%
$0
$14.9 Million 0.03% of portfolio
314,862
Q1 2025 Reduced 1.05%
$0
$15.5 Million 0.03% of portfolio
270,134
Q1 2025 Added 2.74%
$0
$16.9 Million 0.03% of portfolio
323,130
Q1 2025 Added 2.21%
$0
$16.8 Million 0.03% of portfolio
146,190
Q1 2025 Reduced 2.86%
$0
$12.9 Million 0.03% of portfolio
137,266
Q1 2025 Reduced 4.51%
$0
$13 Million 0.03% of portfolio
85,824
Q1 2025 Reduced 10.32%

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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