Baird Financial Group, Inc.
Baird Financial Group, Inc., headquartered in Milwaukee, WI, is a major employee-owned financial services firm founded in 1919. Serving individual, institutional, corporate, and municipal clients globally, Baird operates through subsidiaries including Robert W. Baird & Co. Incorporated. The firm offers a wide range of services including private wealth management, equity and fixed income capital markets, asset management, investment advisory, private equity, institutional trading, and investment banking. Baird has over 5,100 employees, reflecting extensive operations across the U.S. and globally, including a well-established presence in Europe through Baird UK Ltd.
Investment Strategy
Baird Financial Group, primarily through its operating entity Robert W. Baird & Co. Incorporated, offers diverse investment strategies across wealth management, asset management, equities, fixed income, and private equity. Baird emphasizes comprehensive financial advice, customized wealth solutions, and direct investment in public and private markets. The firm supports both individual and institutional investors with a philosophy focused on long-term value creation, disciplined research-driven management, and risk-managed solutions while maintaining a client-first, fiduciary-centered approach.
Top Holdings
Equity Positions (1,738)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.79% | $2.73B | 5,488,964 | $148.15 | $497.41 | +$674.6M |
A AAPL | APPLE INC COM | 3.46% | $1.97B | 9,620,363 | $60.19 | $205.17 | -$159.2M |
J JPM | JPMORGAN CHASE CO. COM | 3.18% | $1.81B | 6,257,540 | $126.34 | $289.91 | +$316.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.08% | $1.18B | 2,436,202 | $233.84 | $485.77 | -$118.7M |
G GOOG | ALPHABET INC CAP STK CL C | 2.04% | $1.17B | 6,571,131 | $77.71 | $177.39 | +$164.6M |