BF

Baird Financial Group, Inc.

13F
Baird Financial Group, Inc.
Last update 2025-05-15 1752 Stocks (106 new)
Value $51.94 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(4.11%)MSFT(3.96%)JPM(2.88%)BRK.B(2.51%)GOOG(1.93%)
Summary Stock Picks Current Portfolio
Baird Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
9,602,539
2,133,012.1
+0.48%
4.110
+0.02%
0.060
+4.38%
-14.62%
3,185,662.3
Hardware
MSFT
Microsoft Corp
5,475,965
2,055,622.9
+1.02%
3.960
+0.04%
0.070
+34.66%
+19.85%
3,740,354.9
Software
JPM
JPMorgan Chase & Co
6,106,370
1,497,892.7
+2.34%
2.880
+0.07%
0.220
+23.04%
+25.05%
811,057.6
Banks
BRK.B
Berkshire Hathaway Inc
2,444,997
1,302,156.6
+0.43%
2.510
+0.01%
0.110
-8.18%
+6.71%
1,042,159.5
Insurance
GOOG
Alphabet Inc
6,407,770
1,001,085.9
+3.24%
1.930
+0.06%
0.050
+21.00%
+0.33%
2,307,965.3
Interactive Media
PGR
Progressive Corp
3,399,095
961,977.8
-7.33%
1.850
-0.12%
0.580
-7.02%
+4.86%
144,398.6
Insurance
HD
The Home Depot Inc
2,600,482
953,050.8
+3.10%
1.840
+0.06%
0.260
+5.83%
-2.42%
372,958.7
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
17,409,909
884,945.7
+0.71%
1.700
+0.01%
0.650
+13.71%
+23.39%
162,945.4
 
IWD
iShares Russell 1000 Value ETF
4,681,498
880,870.7
+1.78%
1.700
+0.03%
1.420
+11.78%
+8.23%
62,877.5
 
IWF
iShares Russell 1000 Growth ETF
2,357,714
851,346.9
+0.13%
1.640
0%
0.880
+24.37%
+8.36%
113,382.4
 

Baird Financial Group, Inc.'s Historical Top Holdings Breakdowns

Baird Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DHR
Danaher Corp
2025-03-31
Add
Add
+0.42%
●
201.62 ($218.33) 250.59
$198.07
-9.28%
Add 290.61%
1,441,706
1,072,617
USB
U.S. Bancorp
2025-03-31
Reduce
Reduce
-0.33%
●
40.92 ($46.14) 50.9
$46.35
0.46%
Reduce -55.23%
2,877,579
-3,549,214
OMC
Omnicom Group Inc
2025-03-31
Add
Add
+0.19%
●
79.43 ($83.51) 88.34
$76.82
-8.01%
Add 44.49%
3,896,270
1,199,725
DIS
The Walt Disney Co
2025-03-31
Add
Add
+0.17%
●
96.87 ($107.47) 114
$122.76
14.23%
Add 26.79%
4,242,266
896,374
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.16%
●
102.49 ($112.84) 119.96
$113.85
0.90%
Add 16.48%
5,665,131
801,383
KNSL
Kinsale Capital Group Inc
2025-03-31
Reduce
Reduce
-0.13%
●
416.48 ($448.86) 494.72
$470.01
4.71%
Reduce -91.93%
12,403
-141,328
PGR
Progressive Corp
2025-03-31
Reduce
Reduce
-0.12%
●
235.61 ($261.55) 291.22
$246.18
-5.88%
Reduce -7.33%
3,399,095
-268,808
JKHY
Jack Henry & Associates Inc
2025-03-31
Reduce
Reduce
-0.11%
●
166.47 ($174.54) 191.28
$179.69
2.95%
Reduce -80.22%
79,993
-324,454
IR
Ingersoll Rand Inc
2025-03-31
Reduce
Reduce
-0.11%
●
79.44 ($87.12) 94.23
$86.80
-0.37%
Reduce -95.87%
25,836
-599,138
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.11%
●
576.36 ($645.17) 736.67
$710.13
10.07%
Add 7.99%
1,399,983
103,635

Baird Financial Group, Inc. Total Holding History ($B)

To

Baird Financial Group, Inc.'s Asset Allocation

To

Baird Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Baird Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Baird Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Baird Financial Group, Inc.'s Holdings Heat Map

Size field:

Baird Financial Group, Inc.'s Holdings Bubble Chart

Baird Financial Group, Inc. News

  • 1

Discussions on Baird Financial Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.