BF
Baird Financial Group, Inc. 13F Holdings Breakdown
Baird Financial Group, Inc.CIK: 0001648711
Diversified strategyMomentum followerLong-term holder
Total reported value
$64.0B
Reporting period: 2026-03-31 · Number of holdings: 3212
Baird Financial Group, Inc. disclosed 3212 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $64.0B and a quarterly turnover rate of 14.8%.
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Personality snowflake
- Concentration
- 4.42
- Portfolio Stability
- 14.84
- Momentum/Contrarian
- 100
- Sector conviction
- 45.39
- Diversification
- 100
- Sizing Uniformity
- 56.2
Baird Financial Group, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 90 equally-sized positions, well below its 3212 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.38), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Trim MSFT
+2.3% -$593.7M
Add UBER
+589.3% $332.5M
Add JNJ
+3.5% $201.6M
Add GEV
-13.6% $159.4M
Trim GOOG
+1.0% -$161.3M
Add AMZN
+27.3% $147.2M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Baird Financial is systematically harvesting the momentum factor, not rotating capital or building a defensive posture. The adds to MSFT, GOOG, UBER, and JNJ are textbook momentum-chasing moves — doubling down on relative strength — while the trim in GEV signals an exit from a position that lost its momentum ranking. This is a quantitative alpha capture strategy, not a narrative-driven portfolio shift.
Macro & Fundamentals
The portfolio's outsized commitment to Information Technology (22.6%) and Financials (18.1%), combined with near-zero exposure to Real Estate (0.5%) and Utilities (1.5%), prices in a sustained risk-on cycle driven by AI-led productivity gains and credit expansion. The opposing thesis is that this ignores late-cycle risks building in Consumer Discretionary (11.4%) and stretched tech multiples, which could prompt a sharp rotation into value and rate-sensitive sectors.
Blind Spots / Risks
The 100 momentum score with a turnover of just 15% creates a structural latency: the monthly rebalance may capture winners only as they peak. With 1,826 holdings, the portfolio is a highly diluted momentum bundle — any reversal of the factor will impair all positions in unison, exposing the strategy to a concentrated factor drawdown rather than idiosyncratic risk.
This summary was generated by AI from publicly filed SEC data and reflects historical holdings only — it is not a recommendation to buy or sell.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 3212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 3.97% | -0.21% | +1.28% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.92% | +2.28% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.07% | -0.23% | +1.69% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.03% | -0.24% | +0.99% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.15% | +0.19% | +6.81% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.01% | +0.09% | +3.05% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | — | +2.59% | |
| 8 | GEV | GE Vernova INC | Stock-Industrials | 1.87% | +0.25% | -13.64% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.87% | -0.13% | +3.31% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.78% | +0.24% | +27.29% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.32% | +3.53% | |
| 12 | GE | General Electric | Stock-Industrials | 1.54% | -0.17% | -2.35% | |
| 13 | HD | Home Depot INC | Stock-Consumer Disc | 1.50% | — | +3.81% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.15% | +4.39% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.36% | +0.06% | +3.32% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.07% | +1.76% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.28% | -0.10% | +6.76% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.26% | +0.11% | +5.38% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | — | +5.89% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.22% | -0.10% | -9.23% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.11% | +0.18% | +3.62% | |
| 22 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.09% | +0.10% | +5.22% | |
| 23 | TEL | TE Connectivity plc | Stock-Tech | 1.02% | — | +5.17% | |
| 24 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.99% | — | +3.88% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | +0.16% | +2.85% | |
| 26 | AVGO | Broadcom INC | Stock-Tech | 0.93% | -0.09% | +1.93% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.93% | +0.11% | +13.34% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | — | +9.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.13% | -8.47% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | — | +5.20% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.08% | -0.19% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.86% | +0.08% | +11.92% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | +0.07% | +4.15% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.09% | +4.68% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.07% | +7.66% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.67% | +0.09% | +17.21% | |
| 37 | ABBV | Abbvie INC | Stock-Healthcare | 0.66% | — | -1.17% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.06% | -3.85% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.10% | +4.58% | |
| 40 | UBER | Uber Technologies INC | Stock-Industrials | 0.62% | +0.52% | +589.29% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | +0.06% | +10.59% | |
| 42 | OMC | Omnicom Group | Stock-Comm Services | 0.55% | — | +8.17% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.17% | +6.76% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.08% | +0.15% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | — | +2.41% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.10% | +12.76% | |
| 47 | EXPD | Expeditors Intl Wash INC | Stock-Industrials | 0.49% | — | +4.61% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | — | +1.69% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +3.15% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | — | +10.80% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+19.6%
Based on 73% of reported portfolio value with available pricing
- Stdev
- +12.2%
- Beta
- +0.88
- Alpha
- -0.2%
- Max Drawdown
- -7.6%
- Annualized Perf
- +16.4%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.52
- Stutzer
- +0.38
- Treynor
- +0.18
- Sterling
- +0.99
- Calmar
- +2.15
- Information Ratio
- -0.57
- Tracking Error
- +4.4%
- Stdev Down
- +6.3%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +31.9%
- Worst 12 Months
- +7.2%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.31
- Stdev Sectors
- +7.4%
- Skewness
- -0.02
- Kurtosis
- -0.31
- Upside Potential
- +4.13
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 3212 | $64.0B | 15 | |
| 2025-12-31 | 3138 | $64.2B | 13 | |
| 2025-09-30 | 3144 | $62.2B | 27 | |
| 2025-06-30 | 3057 | $57.0B | 0 | |
| 2025-03-31 | 2973 | $51.9B | 100 | |
| 2024-12-31 | 3237 | $52.3B | 0 | |
| 2024-09-30 | 2504 | $51.5B | 0 | |
| 2024-06-30 | 2930 | $48.2B | 0 | |
| 2024-03-31 | 2873 | $47.7B | 0 | |
| 2023-12-31 | 2793 | $43.9B | 0 | |
| 2023-09-30 | 3844 | $36.7B | 0 | |
| 2023-06-30 | 3794 | $37.9B | 0 | |
| 2023-03-31 | 3721 | $40.5B | 0 | |
| 2022-12-31 | 3687 | $38.0B | 0 | |
| 2022-09-30 | 3716 | $33.9B | 0 | |
| 2022-06-30 | 3423 | $36.0B | 0 | |
| 2022-03-31 | 3332 | $40.5B | 0 | |
| 2021-12-31 | 2669 | $42.8B | 0 | |
| 2021-09-30 | 2602 | $39.1B | 0 | |
| 2021-06-30 | 2447 | $38.5B | 96 | |
| 2021-03-31 | 2355 | $35.7B | 15 | |
| 2020-12-31 | 2216 | $33.5B | 18 | |
| 2020-09-30 | 2098 | $29.2B | 17 | |
| 2020-06-30 | 2128 | $26.5B | 30 | |
| 2020-03-31 | 2074 | $21.9B | 34 | |
| 2019-12-31 | 2146 | $27.9B | 16 | |
| 2019-09-30 | 2636 | $25.4B | 15 | |
| 2019-06-30 | 2624 | $25.7B | 47 | |
| 2019-03-31 | 1363 | $17.1B | 24 | |
| 2018-12-31 | 1385 | $14.7B | 24 | |
| 2018-09-30 | 1840 | $16.0B | 18 | |
| 2018-06-30 | 1403 | $14.7B | 19 | |
| 2018-03-31 | 1374 | $14.2B | 17 | |
| 2017-12-31 | 1257 | $14.1B | 18 | |
| 2017-09-30 | 1227 | $13.3B | 16 | |
| 2017-06-30 | 1219 | $12.8B | 18 | |
| 2017-03-31 | 1209 | $12.4B | 19 | |
| 2016-12-31 | 1190 | $11.5B | 21 | |
| 2016-09-30 | 1192 | $11.2B | 18 | |
| 2016-06-30 | 1192 | $10.9B | 19 | |
| 2016-03-31 | 1311 | $10.5B | 26 | |
| 2015-12-31 | 1324 | $10.0B | 24 | |
| 2015-09-30 | 1345 | $9.4B | 26 | |
| 2015-06-30 | 1412 | $10.2B | 0 |
Holding changes this quarter
Baird Financial Group, Inc.'s most significant position changes for 2026-03-31: Sold out: Hdfc Bank Ltd-adr (HDB); Sold out: Atlassian Corp-cl A (TEAM); Sold out: Penumbra INC (PEN); Add: Microsoft CORP (MSFT) — shares +2.28%; Add: Uber Technologies INC (UBER) — shares +589.29%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies INC | +0.5% | +589.29% | Add |
| 2 | JNJ | Johnson & Johnson | +0.3% | +3.53% | Add |
| 3 | GEV | GE Vernova INC | +0.3% | -13.64% | Trim |
| 4 | AMZN | Amazon.com INC | +0.2% | +27.29% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.81% | Add |
| 6 | FAST | Fastenal Co | +0.2% | +3.62% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +6.76% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | +2.85% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +13.34% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.38% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -1.68% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.76% | Add |
| 13 | TJX | Tjx Companies INC | +0.1% | +5.22% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +17.21% | Add |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | +3.05% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | +11.92% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +24.84% | Add |
| 18 | UNP | Union Pacific CORP | +0.1% | +4.15% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +10.59% | Add |
| 20 | EOG | Eog Resources INC | +0.1% | +25.09% | Add |
| 21 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.32% | Add |
| 22 | LLY | Eli Lilly & Co | -0.1% | +2.67% | Add |
| 23 | INTU | Intuit INC | -0.1% | -13.96% | Trim |
| 24 | ACN | Accenture plc | -0.1% | -33.21% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.85% | Trim |
| 26 | CDNS | Cadence Design Sys INC | -0.1% | -73.01% | Trim |
| 27 | NVDA | Nvidia CORP | -0.1% | +1.76% | Add |
| 28 | WFC | Wells Fargo & Co | -0.1% | +7.66% | Add |
| 29 | MA | Mastercard INC - A | -0.1% | -0.94% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | +0.15% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.19% | Trim |
| 32 | DIS | Walt Disney Co/the | -0.1% | +4.68% | Add |
| 33 | AVGO | Broadcom INC | -0.1% | +1.93% | Add |
| 34 | PH | Parker Hannifin CORP | -0.1% | -9.23% | Trim |
| 35 | PGR | Progressive CORP | -0.1% | +6.76% | Add |
| 36 | DHR | Danaher CORP | -0.1% | +4.58% | Add |
| 37 | ABT | Abbott Laboratories | -0.1% | -13.13% | Trim |
| 38 | SPGI | S&p Global INC | -0.1% | -37.53% | Trim |
| 39 | IWF | Ishares Russell 1000 Growth | -0.1% | +3.31% | Add |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -83.36% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | -8.47% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.2% | +4.39% | Add |
| 43 | GE | General Electric | -0.2% | -2.35% | Trim |
| 44 | AAPL | Apple INC | -0.2% | +1.28% | Add |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | +1.69% | Add |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | +0.99% | Add |
| 47 | MSFT | Microsoft CORP | -0.9% | +2.28% | Add |
| 48 | HDB | Hdfc Bank Ltd-adr | — | EXIT | Sold out |
| 49 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 50 | PEN | Penumbra INC | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-10-22 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-06-19 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-05-09 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Baird Financial Group, Inc. and what type of investor is it?
Baird Financial Group, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $64.0B, spread across 3212 disclosed positions.
What are Baird Financial Group, Inc.'s largest equity positions?
Based on the latest 13F filing, Baird Financial Group, Inc.'s top holdings by market value are:
1. Apple INC (AAPL) — $2.5B (4.0%)
2. Microsoft CORP (MSFT) — $2.1B (3.3%)
3. Jpmorgan Chase & Co (JPM) — $2.0B (3.1%)
4. Alphabet Inc-cl C (GOOG) — $1.9B (3.0%)
5. Vanguard Ftse Developed ETF (VEA) — $1.4B (2.1%)
What changes did Baird Financial Group, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Baird Financial Group, Inc. made 50 notable position adjustments: 0 new positions were initiated, 33 existing holdings were added to, 14 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Hdfc Bank Ltd-adr (HDB); Sold out: Atlassian Corp-cl A (TEAM); Sold out: Penumbra INC (PEN); Add: Microsoft CORP (MSFT) — shares +2.28%; Add: Uber Technologies INC (UBER) — shares +589.29%
What sectors does Baird Financial Group, Inc. focus on?
Baird Financial Group, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 22.6%
• Financials: 18.1%
• Industrials: 17.9%
• Consumer Discretionary: 11.4%
• Communication Services: 10.9%
• Health Care: 8.8%
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