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Home > Institutional Investor > Baird Financial Group, Inc. > Profile

Instuitional Investor - Baird Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Baird Financial Group, Inc.
Portfolio Value $72,726,013,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 10,163,392 $2,940,879,101 4.04%
2.
Jpmorgan Chase & Co
 JPM 6,806,039 $2,227,820,767 3.06%
3.
Alphabet Inc.
 GOOGL 6,271,798 $2,216,014,274 3.05%
4.
Microsoft Corp
 MSFT 5,836,049 $2,176,963,075 2.99%
5.
Ge Vernova Inc.
 GEV 1,403,302 $1,648,683,005 2.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.