CIBC Private Wealth Group LLCCIBC Private Wealth Group LLC

Institutional investor · Portfolio as of Q4 2025

SEC EDGAR SourceSEC Filings

Top Holdings3,397 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

MICROSOFT CORP

6.5M$3.2B5.3%$145.06+163.14%
29 qtrssince 2018-Q4
Decreased
0

APPLE INC

10.6M$2.9B4.9%$110.63+201.02%
29 qtrssince 2018-Q4
Decreased
0

AMAZON COM INC

9.9M$2.3B3.9%$109.20+112.55%
29 qtrssince 2018-Q4
Decreased
0

NVIDIA CORPORATION

12.1M$2.3B3.8%$116.45+77.62%
29 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

6.4M$2B3.4%$101.11+216.22%
29 qtrssince 2018-Q4
Decreased
0

JPMORGAN CHASE & CO

3.2M$1B1.7%$92.05+283.73%
29 qtrssince 2018-Q4
Decreased
0

BROADCOM INC

2.8M$965.9M1.6%$239.26+59.63%
29 qtrssince 2018-Q4
Increased
56

META PLATFORMS INC

1.5M$960.1M1.6%$467.89+27.21%
29 qtrssince 2018-Q4
Increased
54

VISA INC

2.7M$956.6M1.6%$155.08+129.39%
29 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

3M$942.7M1.6%$95.15+235.37%
29 qtrssince 2018-Q4
Decreased
0

ELI LILLY & CO

762,246$819.2M1.4%$505.50+136.60%
29 qtrssince 2018-Q4
Increased
66
AZNAZN
ADR

ASTRAZENECA PLC Spon ADR Rep 1 USD0.5 Ord Shs

8.1M$743M1.3%$106.89+58.35%
29 qtrssince 2018-Q4
Decreased
0

OLD DOMINION FREIGHT LINE IN

4.4M$682.9M1.2%$183.77+26.78%
29 qtrssince 2018-Q4
Decreased
0
VOVO
ETF

VANGUARD INDEX FDS

2.2M$634.2M1.1%$225.42-64.27%
29 qtrssince 2018-Q4
Increased
58

BLACKSTONE INC

4M$617.2M1.0%$47.92+171.29%
26 qtrssince 2019-Q3
Decreased
0

RTX CORPORATION

3.3M$613.8M1.0%$76.21+179.20%
23 qtrssince 2020-Q2
Decreased
0

NEXTERA ENERGY INC

7.5M$605.1M1.0%
VOOVOO
ETF

VANGUARD INDEX FDS

941,501$590.4M1.0%$407.20+66.78%
29 qtrssince 2018-Q4
Increased
51
IWFIWF
ETF

iShares Trust RUS 1000 GRW ETF

1.2M$563.6M1.0%$311.14-62.19%
29 qtrssince 2018-Q4
Increased
55

ABBOTT LABORATORIES

3.9M$492.7M0.8%$87.63+17.60%
29 qtrssince 2018-Q4
Decreased
0
Showing 20 of 3,397 results.3,377 more with Pro.
$59.2B
AUM
3,397
Positions
Q4 2025
Filing
Rating · 1.0
Quarterly Portfolio Change
+5%Q3'24$55.8B-1%Q4'24$55.2B-14%Q1'25$47.4B+18%Q2'25$56B+4%Q3'25$58.4B+1%Q4'25$59.2B
Activity profile
$ moved · Q4'25
New1%Increased39%Decreased60%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.1 years
<1Q8%1-4Q11%1-2Y36%2Y+46%

CIBC Private Wealth Group LLC manages $59.2B across 3397 positions as of Q4 2025. Top holdings: MSFT (5.3%), AAPL (4.9%), AMZN (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.

Q4 2025 Summary

Active quarter - 500 new positions, 188 exits, 1189 increased. Top move: LLY (INCREASED, conviction 66). Portfolio: $59.2B across 3397 positions.

Top holdings by portfolio weight

Total AUM$59B
MSFT5.34%
AAPL4.85%
AMZN3.88%
NVDA3.82%
GOOGL3.41%
JPM1.72%
AVGO1.63%
META1.62%
V1.62%
GOOG1.59%
Other1.38%

Portfolio allocation by GICS sector

Sectors11
Technology26.13%
Unknown14.45%
Financial Services11.72%
Healthcare11.00%
Industrials8.84%
Consumer Cyclical8.48%
Communication Services7.92%
Energy4.39%
Consumer Defensive2.06%
Utilities2.00%
Other3.00%

Behavioral investing profile

7-dimension quality assessment
Weak(1.0 / 5.0)
Track Record0
Conviction38
Concentration0
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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