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Baird Financial Group Portfolio holdings
AUM
$64B
1-Year Est. Return
22.64%
This Fund
S&P 500
This Quarter
Est. Return
+2.85%
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
$64.2B
AUM Growth
+$1.97B
(+3.2%)
Cap. Flow
+$955M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
26.3%
Holding
1,876
New
82
Increased
821
Reduced
789
Closed
90
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$133M |
| 2 |
Wells Fargo
WFC
|
+$129M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$124M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$98.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$98.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CoStar Group
CSGP
|
+$48.8M |
| 2 |
Royal Gold
RGLD
|
+$48.3M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$47M |
| 4 |
DraftKings
DKNG
|
+$44.3M |
| 5 |
GE Vernova
GEV
|
+$37.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.56% |
| 2 | Financials | 13.56% |
| 3 | Industrials | 10.87% |
| 4 | Communication Services | 7.88% |
| 5 | Consumer Discretionary | 7.54% |
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Baird Financial Group's Q4 2025 Portfolio in Review
As of Q4 2025, Baird Financial Group held 1,876 positions worth $64.2B, up 3.2% from $62.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Baird Financial Group's Q4 2025 filing shows 82 new, 821 increased, 789 reduced and 90 closed positions. Its largest new stake was Sanara MedTech: 760,293 shares worth $17.8M. The largest sale was CoStar Group, an estimated $48.8M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- Baird Financial Group's largest Q4 2025 buy was Sanara MedTech: 760,293 shares worth $17.8M.
- Baird Financial Group added most to Vanguard Short-Term Treasury ETF in Q4 2025, an estimated $133M increase.
- Baird Financial Group's biggest Q4 2025 reduction was CoStar Group, cutting an estimated $48.8M.
- Baird Financial Group fully exited DraftKings in Q4 2025, selling an estimated $44.3M.
- Baird Financial Group's ten largest holdings make up 26% of its $64.2B portfolio in Q4 2025.
- Baird Financial Group opened 82 new positions and closed 90 in Q4 2025.
- Baird Financial Group's portfolio value rose 3.2% quarter-over-quarter to $64.2B.
Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.