BF
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Baird Financial Group, Inc.13F | |
Baird Financial Group, Inc. | |
Last update 2025-05-15 | 1752 Stocks (106 new) |
Value $51.94 Bil | Turnover 5 % |
Baird Financial Group, Inc. Top Holdings of 2025-03-31
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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 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
MSFT | Microsoft Corp | 5,475,965 | 2,055,622.9 | +1.02% | 3.960 | +0.04% | 0.070 | +36.31% | +20.42% | 3,758,042.8 | Software | |
JPM | JPMorgan Chase & Co | 6,106,370 | 1,497,892.7 | +2.34% | 2.880 | +0.07% | 0.220 | +25.08% | +21.17% | 785,911.8 | Banks | |
BRK.B | Berkshire Hathaway Inc | 2,444,997 | 1,302,156.6 | +0.43% | 2.510 | +0.01% | 0.110 | -8.74% | +3.98% | 1,017,162.4 | Insurance | |
GOOG | Alphabet Inc | 6,407,770 | 1,001,085.9 | +3.24% | 1.930 | +0.06% | 0.050 | +18.32% | -3.28% | 2,224,662.6 | Interactive Media | |
PGR | Progressive Corp | 3,399,095 | 961,977.8 | -7.33% | 1.850 | -0.12% | 0.580 | -10.39% | +4.92% | 144,474.9 | Insurance | |
HD | The Home Depot Inc | 2,600,482 | 953,050.8 | +3.10% | 1.840 | +0.06% | 0.260 | +3.94% | -6.96% | 355,587.3 | Retail - Cyclical | |
VEA | Vanguard FTSE Developed Markets ETF | 17,409,909 | 884,945.7 | +0.71% | 1.700 | +0.01% | 0.650 | +13.70% | +19.94% | 157,607.2 | ||
IWD | iShares Russell 1000 Value ETF | 4,681,498 | 880,870.7 | +1.78% | 1.700 | +0.03% | 1.420 | +11.31% | +6.15% | 62,304.2 | ||
IWF | iShares Russell 1000 Growth ETF | 2,357,714 | 851,346.9 | +0.13% | 1.640 | 0% | 0.880 | +26.38% | +7.64% | 113,021.4 |
Baird Financial Group, Inc.'s Historical Top Holdings Breakdowns
Baird Financial Group, Inc.'s Top Stock Picks
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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 | $193.30 | -11.46% | 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 | $45.68 | -1.00% | 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 | $74.05 | -11.33% | 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 | $119.82 | 11.49% | 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 | $111.56 | -1.13% | 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 | $484.87 | 8.02% | Reduce -91.93% | 12,403 | -141,328 | |
PGR | Progressive Corp | 2025-03-31 | Reduce Reduce | -0.12% | 235.61 ($261.55) 291.22 | $246.46 | -5.77% | 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 | $177.50 | 1.70% | Reduce -80.22% | 79,993 | -324,454 | |
IR | Ingersoll Rand Inc | 2025-03-31 | Reduce Reduce | -0.11% | 79.44 ($87.12) 94.23 | $86.13 | -1.14% | Reduce -95.87% | 25,836 | -599,138 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.11% | 576.36 ($645.17) 736.67 | $702.91 | 8.95% | Add 7.99% | 1,399,983 | 103,635 |
Baird Financial Group, Inc. Total Holding History ($B)
Baird Financial Group, Inc.'s Asset Allocation
Baird Financial Group, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Baird Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Baird Financial Group, Inc.'s Yearly Returns
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Baird Financial Group, Inc.'s Holdings Heat Map
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Baird Financial Group, Inc.'s Holdings Bubble Chart
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