Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

$59 Billion
Q3 2025

Baird Financial Group, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $59 Billion distributed in 3144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.89B, Apple Inc. with a value of $2.48B, Jpmorgan Chase & CO with a value of $2.03B, Alphabet Inc. with a value of $1.63B, and Ishares Russell 1000 Gr ETF with a value of $1.29B.

Examining the 13F form we can see an increase of $4.59B in the current position value, from $54.4B to 59B.

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 $59 Billion

ETFs: $17 Billion

Technology: $10.2 Billion

Financial Services: $8.3 Billion

Industrials: $5.88 Billion

Consumer Cyclical: $5.11 Billion

Communication Services: $4.66 Billion

Healthcare: $3.8 Billion

Consumer Defensive: $1.7 Billion

Other: $2.27 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CGGO Capital Group Global Growth Eq ETFs	$0	$47.8 Million 0.08% of portfolio	1,399,635	Q3 2025 Added 0.3%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$48.1 Million 0.08% of portfolio	253,458	Q3 2025 Reduced 2.85%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$45.1 Million 0.08% of portfolio	347,995	Q3 2025 Added 4.01%
XLE Energy Sector Spdr ETFs	$0	$45.6 Million 0.08% of portfolio	510,716	Q3 2025 Added 1.44%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$49 Million 0.08% of portfolio	414,067	Q3 2025 Reduced 0.07%
MGV Vanguard Mega Cap Value ETFs	$0	$46.6 Million 0.08% of portfolio	338,054	Q3 2025 Added 62.6%
FVD First Tr Value Line Divid Inde ETFs	$0	$41.8 Million 0.07% of portfolio	904,500	Q3 2025 Reduced 20.74%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$42.2 Million 0.07% of portfolio	904,172	Q3 2025 Reduced 0.96%
XT Ishares Tr Exponential Technol ETFs	$0	$38.6 Million 0.07% of portfolio	536,075	Q3 2025 Added 83.22%

XLK Technology Sector Spdr ETFs	$0	$42.1 Million 0.07% of portfolio	149,492	Q3 2025 Added 4.79%
CGCP Capital Group Core Plus Income ETFs	$0	$33.9 Million 0.06% of portfolio	1,491,911	Q3 2025 Reduced 3.19%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$37.9 Million 0.06% of portfolio	290,746	Q3 2025 Added 7.83%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$33.9 Million 0.06% of portfolio	501,590	Q3 2025 Reduced 2.84%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$33.2 Million 0.06% of portfolio	232,952	Q3 2025 Added 9.15%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$34.3 Million 0.06% of portfolio	908,814	Q3 2025 Added 8.77%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$37.2 Million 0.06% of portfolio	371,300	Q3 2025 Reduced 13.45%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$33.9 Million 0.06% of portfolio	627,578	Q3 2025 Added 22.08%
MUB Ishares National Muni Bond ETF ETFs	$0	$37.9 Million 0.06% of portfolio	356,037	Q3 2025 Added 1.56%

JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$37.4 Million 0.06% of portfolio	650,379	Q3 2025 Added 1.78%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$36.6 Million 0.06% of portfolio	355,133	Q3 2025 Added 4.74%
VNQ Vanguard Specialized Funds Van ETFs	$0	$34.4 Million 0.06% of portfolio	376,697	Q3 2025 Added 16.38%
SAMT Advisors Inn.Circle Fd Iii Str	$0	$28.6 Million 0.05% of portfolio	767,235	Q3 2025 Added 136.3%
CGXU Capital Group Intl Focus Equit ETFs	$0	$27.8 Million 0.05% of portfolio	937,724	Q3 2025 Reduced 0.67%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$28.7 Million 0.05% of portfolio	759,748	Q3 2025 Added 9.68%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$32 Million 0.05% of portfolio	691,905	Q3 2025 Added 89.07%
FV First Trust Dorsey Wright Focu ETFs	$0	$27.2 Million 0.05% of portfolio	439,878	Q3 2025 Reduced 2.64%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$31.7 Million 0.05% of portfolio	1,736,790	Q3 2025 Added 0.32%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$26.9 Million 0.05% of portfolio	540,732	Q3 2025 Added 6.82%
MBB Ishares Tr ETFs	$0	$29.9 Million 0.05% of portfolio	313,788	Q3 2025 Added 10.93%
DVY Ishares Tr ETFs	$0	$32.3 Million 0.05% of portfolio	227,204	Q3 2025 Added 4.79%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$28.6 Million 0.05% of portfolio	256,336	Q3 2025 Added 152.0%
SLV I Shares Silver Trust ETFs	$24.1B	$29.7 Million 0.05% of portfolio	700,604	Q3 2025 Reduced 0.82%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$32.3 Million 0.05% of portfolio	1,022,172	Q3 2025 Added 2.05%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$28.8 Million 0.05% of portfolio	260,401	Q3 2025 Reduced 0.81%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$29.1 Million 0.05% of portfolio	573,067	Q3 2025 Added 26.32%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$31.7 Million 0.05% of portfolio	1,260,574	Q3 2025 Added 11.73%
XLU Utilities Sector Spdr ETFs	$0	$28.9 Million 0.05% of portfolio	331,177	Q3 2025 Added 0.83%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$27.6 Million 0.05% of portfolio	196,979	Q3 2025 Reduced 2.86%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$29.6 Million 0.05% of portfolio	49,634	Q3 2025 Reduced 3.01%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$31.7 Million 0.05% of portfolio	401,480	Q3 2025 Added 5.09%
VBR Vanguard Small Cap Value ETF ETFs	$0	$28.7 Million 0.05% of portfolio	137,590	Q3 2025 Reduced 0.01%
VGT Vanguard Information Technolog ETFs	$0	$28.1 Million 0.05% of portfolio	37,658	Q3 2025 Added 2.05%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$28.8 Million 0.05% of portfolio	330,397	Q3 2025 Added 1.24%
GLDM World Gold Trust ETFs	$11.9B	$27.5 Million 0.05% of portfolio	359,488	Q3 2025 Added 2.7%
SAGP Advisors Inner Circle Fd Iii S	$0	$21 Million 0.04% of portfolio	610,776	Q3 2025 Added 40.13%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$21.1 Million 0.04% of portfolio	455,199	Q3 2025 Reduced 2.75%
DFAI Dimensional ETF Tr ETFs	$0	$26.2 Million 0.04% of portfolio	720,753	Q3 2025 Added 21.57%
XLF Financial Sector Spdr ETFs	$0	$24.2 Million 0.04% of portfolio	448,687	Q3 2025 Reduced 7.86%
FDN First Tr Fd Dow Jones ETFs	$0	$21.5 Million 0.04% of portfolio	76,819	Q3 2025 Reduced 6.78%
FTC First Tr Lge Cap Growth ETFs	$0	$23.8 Million 0.04% of portfolio	148,110	Q3 2025 Added 1.69%

Summary

Portfolio
No. of Stocks 3,144
Current Value $59 Billion
Prior Value $54.4 Billion
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 110 stocks
Additional Purchases 818 stocks
Sold out of 0 stocks
Reduced holdings in 784 stocks

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Baird Financial Group, Inc. Portfolio Holdings