§ 13F · FUND PROFILE
Baird Financial Group, Inc..
Wealth management, advisory platform
AUM · $72.7B (13F)Positions · 3416Turnover · 54% · Q2Filed · Aug 12, 2026
CONCENTRATION
19%
Top 10 holdings
NEW BUYS
+175
+$510M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-1pp · +1pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE CO | 4.77M | $1.6B | 2.1% | +2% |
| 2 | AAPL | APPLE INC | 5.20M | $1.5B | 2.1% | +2% |
| 3 | IWD | ISHARES TR | 6.18M | $1.5B | 2.1% | +3% |
| 4 | AAPL | APPLE INC | 4.97M | $1.4B | 2.0% | — |
| 5 | IWF | ISHARES TR | 11.54M | $1.4B | 2.0% | +313% |
| 6 | GOOG | ALPHABET INC | 4.04M | $1.4B | 2.0% | −7% |
| 7 | GEV | GE VERNOVA INC | 1.20M | $1.4B | 1.9% | +2% |
| 8 | MSFT | MICROSOFT CORP | 3.14M | $1.2B | 1.6% | +1% |
| 9 | GE | GE AEROSPACE | 3.06M | $1.1B | 1.6% | +4% |
| 10 | IWR | ISHARES TR | 10.30M | $1.1B | 1.6% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other33.4% (−1pp)
Technology8.5% (±0)
Retail7.3% (±0)
Media6.7% (±0)
Semiconductors5.5% (+1pp)
Banking4.9% (±0)
§ 03 · THE BAIRD SIGNAL
AC read
Baird Financial Group, Inc. is a Other fund managing $72.7 billion in assets. The fund runs a massive portfolio of 3,416 positions, broad diversification across holdings. Trading activity is aggressive at 54% quarterly turnover, with 175 new positions and 0 exits last quarter. Top sector allocations: Other (33%), Technology (9%), Retail (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+175 buys · −0 exits · 1654 changed
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