Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50.4 Billion
  • Q4 2024

Baird Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $50.4 Billion distributed in 3237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.39B, Microsoft Corp with a value of $2.28B, Jpmorgan Chase & CO with a value of $1.43B, Alphabet Inc. with a value of $1.18B, and Berkshire Hathaway Inc Class B with a value of $1.1B.

Examining the 13F form we can see an increase of $229M in the current position value, from $50.2B to 50.4B.

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 $50.4 Billion
ETFs: $13.8 Billion
Technology: $9.07 Billion
Financial Services: $7.18 Billion
Industrials: $5.07 Billion
Consumer Cyclical: $4.52 Billion
Healthcare: $3.47 Billion
Communication Services: $3.29 Billion
Consumer Defensive: $1.86 Billion
Other: $2.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$2.39 Billion 4.75% of portfolio
9,557,076
Q4 2024 Added 1.21%
$2.9T
$2.28 Billion 4.54% of portfolio
5,420,868
Q4 2024 Added 0.6%
$682B
$1.43 Billion 2.84% of portfolio
5,966,701
Q4 2024 Added 1.74%
$1.02T
$1.18 Billion 2.35% of portfolio
6,206,393
Q4 2024 Added 1.79%
$670B
$1.1 Billion 2.19% of portfolio
2,434,429
Q4 2024 Added 3.24%
$360B
$981 Million 1.95% of portfolio
2,522,226
Q4 2024 Added 2.4%
$0
$946 Million 1.88% of portfolio
2,354,697
Q4 2024 Reduced 0.31%
$166B
$879 Million 1.74% of portfolio
3,667,903
Q4 2024 Added 3.14%
$0
$852 Million 1.69% of portfolio
4,599,543
Q4 2024 Added 3.61%
$0
$827 Million 1.64% of portfolio
17,288,021
Q4 2024 Added 4.66%
$1.37T
$765 Million 1.52% of portfolio
1,296,348
Q4 2024 Added 25.59%
$0
$714 Million 1.42% of portfolio
8,076,087
Q4 2024 Added 0.77%
$303B
$648 Million 1.29% of portfolio
4,828,410
Q4 2024 Added 0.49%
$43.1B
$595 Million 1.18% of portfolio
8,275,793
Q4 2024 Added 0.91%
$426B
$568 Million 1.13% of portfolio
3,930,324
Q4 2024 Reduced 4.23%
$2.02T
$566 Million 1.12% of portfolio
2,582,158
Q4 2024 Added 4.81%
$0
$560 Million 1.11% of portfolio
4,863,748
Q4 2024 Added 22.96%
$83.4B
$517 Million 1.03% of portfolio
436,391
Q4 2024 Added 3.09%
$215B
$507 Million 1.01% of portfolio
3,042,562
Q4 2024 Added 6.79%
$78.1B
$510 Million 1.01% of portfolio
802,224
Q4 2024 Added 3.37%
$140B
$482 Million 0.96% of portfolio
6,513,683
Q4 2024 Added 3.41%
$0
$474 Million 0.94% of portfolio
878,867
Q4 2024 Reduced 1.74%
$79.2B
$454 Million 0.9% of portfolio
1,956,210
Q4 2024 Added 1.7%
$0
$450 Million 0.89% of portfolio
764,905
Q4 2024 Added 14.1%
$132B
$438 Million 0.87% of portfolio
3,629,558
Q4 2024 Added 2.24%
$146B
$439 Million 0.87% of portfolio
1,922,949
Q4 2024 Added 1.27%
$988B
$391 Million 0.78% of portfolio
2,063,251
Q4 2024 Added 3.95%
$0
$384 Million 0.76% of portfolio
5,459,329
Q4 2024 Added 6.24%
$180B
$373 Million 0.74% of portfolio
3,345,892
Q4 2024 Added 2.5%
$0
$372 Million 0.74% of portfolio
634,293
Q4 2024 Added 2.15%
$374B
$370 Million 0.73% of portfolio
2,080,595
Q4 2024 Reduced 1.5%
$542B
$356 Million 0.71% of portfolio
1,126,396
Q4 2024 Reduced 0.28%
$62.4B
$307 Million 0.61% of portfolio
6,426,793
Q4 2024 Added 2.14%
$503B
$285 Million 0.57% of portfolio
541,847
Q4 2024 Added 2.38%
$398B
$281 Million 0.56% of portfolio
1,674,294
Q4 2024 Added 2.72%
$328B
$268 Million 0.53% of portfolio
6,097,880
Q4 2024 Added 1.98%
$269B
$252 Million 0.5% of portfolio
3,584,680
Q4 2024 Added 2.21%
$307B
$247 Million 0.49% of portfolio
1,705,299
Q4 2024 Reduced 0.37%
$0
$241 Million 0.48% of portfolio
4,144,493
Q4 2024 Added 9.58%
$11B
$236 Million 0.47% of portfolio
2,887,526
Q4 2024 Added 4.32%
$0
$239 Million 0.47% of portfolio
3,201,780
Q4 2024 Added 5.46%
$0
$235 Million 0.47% of portfolio
1,390,678
Q4 2024 Added 1.75%
$16.5B
$232 Million 0.46% of portfolio
2,696,545
Q4 2024 Added 3.3%
$0
$224 Million 0.45% of portfolio
2,427,606
Q4 2024 Added 2.85%
$0
$227 Million 0.45% of portfolio
2,831,244
Q4 2024 Added 18.53%
$222B
$218 Million 0.43% of portfolio
1,924,508
Q4 2024 Reduced 1.02%
$248B
$212 Million 0.42% of portfolio
3,575,082
Q4 2024 Reduced 36.57%
$0
$211 Million 0.42% of portfolio
3,392,713
Q4 2024 Added 5.94%
$457B
$211 Million 0.42% of portfolio
416,151
Q4 2024 Added 4.6%

Summary

  • Portfolio
  • No. of Stocks 3,237
  • Current Value $50.4 Billion
  • Prior Value $50.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 886 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 667 stocks
Track This Portfolio

Track Baird Financial Group, Inc. Portfolio

Follow Baird Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email