§ 13F · FUND PROFILE
Baird Financial Group, Inc..
Wealth management, advisory platform
AUM · $62.2B (13F)Positions · 3144Turnover · 54% · Q1Filed · May 14, 2026
CONCENTRATION
18%
Top 10 holdings
NEW BUYS
+146
+$271M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE CO | 4.63M | $1.4B | 2.1% | +2% |
| 2 | AAPL | APPLE INC | 5.10M | $1.3B | 2.0% | +1% |
| 3 | GOOG | ALPHABET INC | 4.49M | $1.3B | 2.0% | +1% |
| 4 | IWD | ISHARES TR | 6.02M | $1.3B | 2.0% | +3% |
| 5 | AAPL | APPLE INC | 4.85M | $1.2B | 1.9% | — |
| 6 | IWF | ISHARES TR | 2.80M | $1.2B | 1.9% | +3% |
| 7 | MSFT | MICROSOFT CORP | 3.15M | $1.2B | 1.8% | +2% |
| 8 | GEV | GE VERNOVA INC | 1.17M | $1.0B | 1.6% | −14% |
| 9 | MSFT | MICROSOFT CORP | 2.64M | $976M | 1.5% | — |
| 10 | VEA | VANGUARD TAX MANAGED FDS | 14.34M | $919M | 1.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other34.1% (+1pp)
Technology8.7% (−2pp)
Retail7.8% (+1pp)
Media7.0% (−1pp)
Banking4.9% (±0)
Semiconductors4.4% (±0)
§ 03 · THE BAIRD SIGNAL
AC read
Baird Financial Group, Inc. is a Other fund managing $62.2 billion in assets. The fund runs a massive portfolio of 3,144 positions, broad diversification across holdings. Trading activity is aggressive at 54% quarterly turnover, with 146 new positions and 0 exits last quarter. Top sector allocations: Other (34%), Technology (9%), Retail (8%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+146 buys · −0 exits · 1597 changed
Q4 2025
Busy quarter
+84 buys · −0 exits · 1608 changed
Q3 2025
Busy quarter
+110 buys · −0 exits · 1602 changed
Q2 2025
Busy quarter
+117 buys · −0 exits · 1566 changed