Baird Financial Group, Inc.
Private Equity
Baird Financial Group, Inc. is a Private Equity based in Milwaukee, WI led by Paul Lee Schultz, managing $62.0B across 1,783 long positions as of Q3 2025 with MSFT as the largest holding (5% allocation).
General CounselPaul Lee Schultz
- Portfolio Value
- $62.0B
- Positions
- 1,783
- Top Holding
- MSFT at 4.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Baird Financial Group, Inc.'s portfolio (26% of total portfolio)
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| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
Software - Infrastructure Technology | $2.9B | 4.65% | 0.07% 5.6M shares | |
Consumer Electronics Technology | $2.5B | 4.00% | 0.07% 9.7M shares | |
Banks - Diversified Financial Services | $2.0B | 3.27% | 0.23% 6.4M shares | |
Internet Content & Information Communication Services | $1.6B | 2.63% | 0.06% 6.7M shares | |
ETF ETF | $1.3B | 2.09% | — 2.8M shares | |
Insurance - Diversified Financial Services | $1.3B | 2.03% | 0.12% 2.5M shares | |
Internet Content & Information Communication Services | $1.2B | 1.86% | 0.06% 1.6M shares | |
ETF ETF | $1.1B | 1.84% | — 5.6M shares | |
Home Improvement Consumer Cyclical | $1.1B | 1.81% | 0.28% 2.8M shares | |
ETF ETF | $1.1B | 1.79% | — 18.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Baird Financial Group, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Baird Financial Group, Inc.
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