CIBC Private Wealth Group LLC
CIK: 0001298088Latest portfolio: $59.2B · Q4 2025
Holdings
3,397
Total Value
$59.2B
New Positions
489
Closed Positions
170
Top Holdings
View All 3,397 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 6,533,586 | $3.2B | 5.34% | -61,701 | |
| 2 | AAPLAPPLE INC | 10,564,205 | $2.9B | 4.85% | -134,231 | |
| 3 | AMZNAMAZON COM INC | 9,945,180 | $2.3B | 3.88% | -626,024 | |
| 4 | NVDANVIDIA CORPORATION | 12,103,232 | $2.3B | 3.81% | -85,498 | |
| 5 | GOOGLALPHABET INC | 6,443,532 | $2.0B | 3.41% | -157,414 | |
| 6 | JPMJPMORGAN CHASE & CO. | 3,155,380 | $1.0B | 1.72% | -36,942 | |
| 7 | AVGOBROADCOM INC | 2,790,816 | $965.0M | 1.63% | +269K | |
| 8 | METAMETA PLATFORMS INC | 1,454,564 | $959.0M | 1.62% | +91K | |
| 9 | VVISA INC | 2,727,513 | $956.0M | 1.62% | -35,701 | |
| 10 | GOOGALPHABET INC | 3,004,241 | $942.0M | 1.59% | -130,173 | |
| 11 | LLYELI LILLY & CO | 762,246 | $818.0M | 1.38% | +209K | |
| 12 | AZNASTRAZENECA PLC | 8,081,817 | $742.0M | 1.25% | -72,331 | |
| 13 | ODFLOLD DOMINION FREIGHT LINE IN | 4,355,518 | $682.0M | 1.15% | -11,325 | |
| 14 | VOVANGUARD INDEX FDS | 2,185,156 | $633.0M | 1.07% | +335K | |
| 15 | BXBLACKSTONE INC | 4,004,273 | $616.0M | 1.04% | -59,715 | |
| 16 | RTXRTX CORPORATION | 3,346,888 | $613.0M | 1.04% | -830,236 | |
| 17 | NEENEXTERA ENERGY INC | 7,537,722 | $604.0M | 1.02% | -47,944 | |
| 18 | VOOVANGUARD INDEX FDS | 941,501 | $590.0M | 1.00% | +119K | |
| 19 | IWFISHARES TR | 1,190,695 | $563.0M | 0.95% | +248K | |
| 20 | ABTABBOTT LABS | 3,932,281 | $491.0M | 0.83% | -83,810 | |
| 21 | XOMEXXON MOBIL CORP | 4,014,113 | $482.0M | 0.81% | -54,171 | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 806,898 | $467.0M | 0.79% | -28,067 | |
| 23 | ATMPBARCLAYS BANK PLC | 16,193,057 | $465.0M | 0.79% | +259K | |
| 24 | DHRDANAHER CORPORATION | 2,034,341 | $465.0M | 0.79% | +5K | |
| 25 | SPGIS&P GLOBAL INC | 887,275 | $463.0M | 0.78% | -18,194 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
TechnologyNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
EnergyNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
Real Estate0.0% ($3.35000204000165e+201T)
Consumer Defensive0.0% ($3.7800022600010996e+179T)
Utilities0.0% ($6.0400022700010695e+159T)
Communication Services0.0% ($2.016000959000942e+153T)
Basic Materials0.0% ($3.8300029500047e+149T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $59.2B | 3,694 |
| Q3 2025 | Nov 24, 2025 | $58.4T | 3,493 |
| Q2 2025 | Aug 12, 2025 | $56.0T | 3,459 |
| Q1 2025 | May 14, 2025 | $47.4T | 3,531 |
| Q4 2024 | Feb 12, 2025 | $55.2T | 3,368 |
| Q3 2024 | Nov 13, 2024 | $55803.1T | 3,521 |
| Q2 2024 | Aug 9, 2024 | $53317.7T | 3,569 |
| Q1 2024 | May 10, 2024 | $51051.4T | 3,394 |
| Q4 2023 | Feb 13, 2024 | $47214.5T | 1,141 |
| Q3 2023 | Nov 13, 2023 | $42258.3T | 1,077 |
| Q2 2023 | Aug 10, 2023 | $45729.5T | 1,164 |
| Q1 2023 | May 12, 2023 | $45166.3T | 1,236 |
| Q4 2022 | Feb 13, 2023 | $56177.2T | 1,399 |
| Q3 2022 | Nov 15, 2022 | $37.1T | 1,330 |
| Q2 2022 | Aug 3, 2022 | $38.5T | 1,639 |
| Q1 2022 | May 16, 2022 | $45.8T | 1,697 |
| Q4 2021 | Feb 8, 2022 | $48.2T | 1,473 |
| Q3 2021 | Nov 12, 2021 | $43.0T | 1,338 |
| Q2 2021 | Aug 16, 2021 | $43.5T | 1,480 |
| Q1 2021 | May 12, 2021 | $39.7T | 1,465 |
| Q4 2020 | Feb 12, 2021 | $37.8T | 1,415 |
| Q3 2020 | Oct 29, 2020 | $551.8B | 974 |
| Q2 2020 | Aug 13, 2020 | $20.6T | 971 |
| Q1 2020 | May 15, 2020 | $23.3T | 1,246 |
| Q4 2019 | Jan 30, 2020 | $30.7T | 1,283 |
| Q3 2019 | Oct 16, 2019 | $28.4T | 1,276 |
| Q2 2019 | Jul 31, 2019 | $28.5T | 1,308 |
| Q1 2019 | May 10, 2019 | $25.9T | 1,310 |
| Q4 2018 | Feb 5, 2019 | $22.4T | 1,247 |
| Q3 2018 | Nov 14, 2018 | $26.4T | 1,351 |
| Q2 2018 | Aug 2, 2018 | $24.5T | 2,381 |
| Q1 2018 | May 17, 2018 | $23.0T | 2,363 |
| Q4 2017 | Feb 12, 2018 | $23.6T | 2,371 |
| Q3 2017 | Nov 14, 2017 | $22.4T | 1,296 |
| Q2 2017 | Aug 9, 2017 | $15.9T | 964 |
| Q1 2017 | May 10, 2017 | $15.9T | 921 |
| Q4 2016 | Feb 13, 2017 | $15.1T | 926 |
| Q3 2016 | Nov 9, 2016 | $14.4T | 926 |
| Q2 2016 | Aug 11, 2016 | $13.7T | 935 |
| Q1 2016 | May 11, 2016 | $12.9T | 919 |
Fund Information
CIBC Private Wealth Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $59.2B across 3,397 holdings. The largest position is MICROSOFT CORP (MSFT), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 504 new positions and closed 194 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.