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Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64B
1-Year Est. Return 22.64%
This Fund
S&P 500
This Quarter Est. Return
-0.95%
1 Year Est. Return
+22.64%
3 Year Est. Return
+71.5%
5 Year Est. Return
+89.73%
10 Year Est. Return
+347.75%
AUM
$64B
AUM Growth
-$142M
Cap. Flow
+$1.61B
Cap. Flow %
2.52%
Top 10 Hldgs %
25.09%
Holding
1,928
New
142
Increased
872
Reduced
729
Closed
102

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$364M
2
AMZN icon
Amazon
AMZN
+$258M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$90.4M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$70.2M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$64M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$169M
2
HDB icon
HDFC Bank
HDB
+$94.6M
3
PH icon
Parker-Hannifin
PH
+$84.2M
4
NVO
Novo Nordisk
NVO
+$76.1M
5
TEAM icon
Atlassian
TEAM
+$66.2M

Sector Composition

Rank Sector Weight
1 Technology 16.04%
2 Financials 12.45%
3 Industrials 11.69%
4 Consumer Discretionary 7.85%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACVA icon
1726
ACV Auctions
ACVA
$1.29B
$230K ﹤0.01%
54,131
– –
PIPR icon
1727
Piper Sandler
PIPR
$5.22B
$229K ﹤0.01%
2,996
-17,772
-86% -$1.46M
Z icon
1728
Zillow
Z
$7.29B
$228K ﹤0.01%
5,520
– –
NU icon
1729
Nu Holdings
NU
$69.5B
$228K ﹤0.01%
+15,840
New +$257K
NWPX icon
1730
NWPX Infrastructure Inc
NWPX
$1.31B
$227K ﹤0.01%
+2,919
New +$211K
GUT
1731
Gabelli Utility Trust
GUT
$578M
$227K ﹤0.01%
37,559
+1,700
+5% +$10.3K
SON icon
1732
Sonoco
SON
$5.41B
$226K ﹤0.01%
+4,185
New +$216K
LNC icon
1733
Lincoln National
LNC
$7.96B
$226K ﹤0.01%
+6,372
New +$245K
ACLS icon
1734
Axcelis
ACLS
$4.05B
$225K ﹤0.01%
+2,421
New +$214K
GWRE icon
1735
Guidewire Software
GWRE
$11.9B
$225K ﹤0.01%
1,505
-5,952
-80% -$906K
MAN icon
1736
ManpowerGroup
MAN
$2.47B
$223K ﹤0.01%
+7,578
New +$225K
IRDM icon
1737
Iridium Communications
IRDM
$5.01B
$222K ﹤0.01%
+8,003
New +$180K
MORN icon
1738
Morningstar
MORN
$6.53B
$222K ﹤0.01%
+1,313
New +$244K
MANH icon
1739
Manhattan Associates
MANH
$9.79B
$222K ﹤0.01%
1,666
-86
-5% -$12.9K
SPYX icon
1740
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$222K ﹤0.01%
4,178
-222
-5% -$12.4K
BODI icon
1741
The Beachbody Company
BODI
$77.2M
$220K ﹤0.01%
20,296
– –
MCHB
1742
Mechanics Bancorp
MCHB
$3.58B
$220K ﹤0.01%
14,903
-17,547
-54% -$260K
SKYY icon
1743
First Trust Cloud Computing ETF
SKYY
$2.82B
$219K ﹤0.01%
2,007
-632
-24% -$73.6K
MCRI icon
1744
Monarch Casino & Resort
MCRI
$2.21B
$218K ﹤0.01%
2,276
+69
+3% +$6.56K
RDDT icon
1745
Reddit
RDDT
$35.8B
$217K ﹤0.01%
1,615
-38,810
-96% -$6.61M
GTM
1746
ZoomInfo Technologies
GTM
$922M
$217K ﹤0.01%
36,343
+11,057
+44% +$81.3K
GEO icon
1747
The GEO Group
GEO
$4.17B
$217K ﹤0.01%
+12,883
New +$205K
DCO icon
1748
Ducommun
DCO
$2.54B
$215K ﹤0.01%
+1,760
New +$211K
HBB icon
1749
Hamilton Beach Brands
HBB
$305M
$214K ﹤0.01%
11,296
– –
NVMI
1750
Nova
NVMI
$14.4B
$214K ﹤0.01%
+492
New +$217K
68 69
70
71 72

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Baird Financial Group's Q1 2026 Portfolio in Review

As of Q1 2026, Baird Financial Group held 1,928 positions worth $64B, down 0.22% from $64.2B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Baird Financial Group's Q1 2026 filing shows 142 new, 872 increased, 729 reduced and 102 closed positions. Its largest new stake was John Hancock Multifactor Mid Cap ETF: 297,509 shares worth $20M. The largest sale was GE Vernova, an estimated $169M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.

  • Baird Financial Group's largest Q1 2026 buy was John Hancock Multifactor Mid Cap ETF: 297,509 shares worth $20M.
  • Baird Financial Group added most to Uber in Q1 2026, an estimated $364M increase.
  • Baird Financial Group's biggest Q1 2026 reduction was GE Vernova, cutting an estimated $169M.
  • Baird Financial Group fully exited HDFC Bank in Q1 2026, selling an estimated $94.6M.
  • Baird Financial Group's ten largest holdings make up 25% of its $64B portfolio in Q1 2026.
  • Baird Financial Group opened 142 new positions and closed 102 in Q1 2026.
  • Baird Financial Group's portfolio value fell 0.22% quarter-over-quarter to $64B.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.