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Paul Schultz

Baird Financial Group, Inc.

Assets Managed
$64.01B
Holdings
1826
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-0.22%(2Q avg: 1.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baird Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1826 positions.

Assets under management

The assets under management (AUM) of Baird Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 64.01B in assets, with a quarterly growth rate of -0.22% and a 2-quarter average growth rate of 1.48%. The portfolio is managed by Paul Schultz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.28%
3.97%
$2.538B
10.001M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.29%
3.35%
$2.141B
5.783M shares@ $370.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.7%
3.08%
$1.967B
6.687M shares@ $294.16 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.99%
3.03%
$1.938B
6.758M shares@ $286.87 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.82%
2.16%
$1.377B
21.484M shares@ $64.09 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 3.05%
2.02%
$1.288B
6.027M shares@ $213.68 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 2.59%
2%
$1.278B
2.667M shares@ $479.21 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -13.64%
1.88%
$1.199B
1.373M shares@ $872.9 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.31%
1.87%
$1.197B
2.807M shares@ $426.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 27.3%
1.78%
$1.138B
5.462M shares@ $208.27 avg price

1-10 of 1826