How many stocks does CIBC Private Wealth Group LLC own?

As of Q4 2025, CIBC Private Wealth Group LLC holds 3,397 positions in their 13F portfolio.

What is CIBC Private Wealth Group LLC's largest holding?

MSFT at 5.3% of portfolio, worth $3.2B.

What is CIBC Private Wealth Group LLC's total portfolio value?

$59.2B as of Q4 2025, tracked across 3,397 holdings.

Is CIBC Private Wealth Group LLC a hedge fund?

CIBC Private Wealth Group LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does CIBC Private Wealth Group LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has CIBC Private Wealth Group LLC's portfolio changed in Q4 2025?

View CIBC Private Wealth Group LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is CIBC Private Wealth Group LLC's investment strategy?

CIBC Private Wealth Group LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

CIBC Private Wealth Group LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

CIBC Private Wealth Group LLC

Institutional investor · Portfolio as of Q4 2025

SEC EDGAR SourceSEC Filings

$59.2B

AUM

3,397

Positions

Q4 2025

Filing

Rating · 2.0

Quarterly Portfolio Change

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%

Q4 2025 Summary

Active quarter - 500 new positions, 188 exits, 1189 increased. Top move: AVGO (INCREASED, conviction 56). Portfolio: $59.2B across 3397 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT5.34%

AAPL4.85%

AMZN3.88%

NVDA3.82%

GOOGL3.41%

JPM1.72%

AVGO1.63%

META1.62%

V1.62%

GOOG1.59%

Other1.38%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

INTS3Q held

INTENSITY THERAPEUTICS INC

Avg $0.32 · $21,656 est. P&L

Est. P&L

+1345.52%

INTS3Q held

Intensity Therapeutics, Inc.

Avg $0.32 · $21,656 est. P&L

Est. P&L

+1345.52%

TERN8Q held

TERNS PHARMACEUTICALS INC

Avg $3.87 · $245,403 est. P&L

Est. P&L

+1268.39%

Top Losers

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View plans

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

Top Holdings3,397 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	6.5M	$3.2B	5.3%	—	$145.06	+194.56%	29 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	10.6M	$2.9B	4.9%	—	$110.63	+171.38%	29 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	9.9M	$2.3B	3.9%	—	$109.20	+141.88%	29 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORPORATION	12.1M	$2.3B	3.8%	—	$116.45	+97.65%	29 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	6.4M	$2B	3.4%	—	$101.11	+292.68%	29 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	3.2M	$1B	1.7%	—	$92.05	+223.54%	29 qtrssince 2018-Q4	Decreased 0
AVGO BROADCOM INC	2.8M	$965.9M	1.6%	—	$239.26	+78.74%	29 qtrssince 2018-Q4	Increased 56
META META PLATFORMS INC	1.5M	$960.1M	1.6%	—	$467.89	+32.25%	29 qtrssince 2018-Q4	Increased 54
V VISA INC	2.7M	$956.6M	1.6%	—	$155.08	+110.86%	29 qtrssince 2018-Q4	Decreased 0
GOOG ALPHABET INC	3M	$942.7M	1.6%	—	$95.15	+313.26%	29 qtrssince 2018-Q4	Decreased 0
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