Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Baird Financial Group, Inc. manages $64B across 1826 positions as of Q1 2026. Top holdings: AAPL (4.0%), MSFT (3.3%), JPM (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q1 2026 Summary
Active quarter - 145 new positions, 105 exits, 872 increased. No standout high-conviction moves this quarter. Portfolio: $64.0B across 1826 positions.
Top holdings by portfolio weight
AAPL3.97%
MSFT3.34%
JPM3.07%
GOOG3.03%
VEA2.15%
IWD2.01%
BRK/B2.00%
GEV1.87%
IWF1.87%
AMZN1.78%
Other1.73%
Portfolio allocation by GICS sector
Unknown31.13%
Technology16.03%
Financial Services12.43%
Industrials11.70%
Consumer Cyclical7.85%
Communication Services7.35%
Healthcare6.17%
Consumer Defensive2.77%
Energy1.84%
Basic Materials1.20%
Other1.52%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings1,826 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
APPLE INC | 10M | $2.5B | 4.0% | — | — | — | — | |
MICROSOFT CORP | 5.8M | $2.1B | 3.3% | — | — | — | — | |
JPMORGAN CHASE & CO | 6.7M | $2B | 3.1% | — | — | — | — | |
ALPHABET INC | 6.8M | $1.9B | 3.0% | — | — | — | — | |
VANGUARD TAX-MANAGED FDS | 21.5M | $1.4B | 2.2% | — | — | — | — | |
ISHARES TR | 6M | $1.3B | 2.0% | — | — | — | — | |
BERKSHIRE HATHAWAY INC DEL | 2.7M | $1.3B | 2.0% | — | — | — | — | |
GE VERNOVA INC | 1.4M | $1.2B | 1.9% | — | — | — | — | |
ISHARES TR | 2.8M | $1.2B | 1.9% | — | — | — | — | |
AMAZON COM INC | 5.5M | $1.1B | 1.8% | — | — | — | — | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer