Baird Financial Group, Inc. - Portfolio overview

Baird Financial Group, Inc. has 1977 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE CO, 4.57%
2. MSFT - MICROSOFT CORP, 3.27%
3. IWR - ISHARES TR, 2.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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