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Latest CIBC Private Wealth Group, LLC Stock Portfolio

$59.16Billion | No. of Holdings #3381

CIBC Private Wealth Group, LLC Performance

2025 Q4+1.64%
YTD+9.85%
2024+26.37%

About CIBC Private Wealth Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, CIBC Private Wealth Group LLC reported an equity portfolio of $59.2 Billions as of 31 Dec, 2025. <br><br> The top stock holdings of CIBC Private Wealth Group LLC are MSFT, AAPL, AMZN. The fund has invested 5.3% of it's portfolio in MICROSOFT CORP and 4.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off NUVEEN NEW JERSEY QULT MUN F, CHENIERE ENERGY PARTNERS LP (CQP) and UNILEVER PLC (UL) stocks. They significantly reduced their stock positions in COGENT COMMUNICATIONS HLDGS (CCOI), CANOPY GROWTH CORPORATION (CGC) and DIMENSIONAL ETF TRUST (DFAC). CIBC Private Wealth Group LLC opened new stock positions in TOTALENERGIES SE, UNILEVER PLC (UL) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to BETA BIONICS INC, INOVIO PHARMACEUTICALS INC (INO) and WHITESTONE REIT (WSR).
CIBC Private Wealth Group, LLC Equity Portfolio Value
Last Reported on: 12 Feb, 2026
$59.16Billion
  as of Feb 12, 2026

CIBC Private Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CIBC Private Wealth Group LLC made a return of 1.64% in the last quarter. In trailing 12 months, it's portfolio return was 9.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
totalenergies se31,679,900
profesionally managed portfo5,186,030
rice acquisition corp 35,118,600
unilever plc3,518,210
New stocks bought by CIBC Private Wealth Group, LLC

Additions

Ticker% Inc.
ppl corp26,887
vanguard scottsdale fds13,241
ishares tr10,101
kodiak gas svcs inc3,046
vanguard scottsdale fds2,053
cms energy corp1,839
intuit811
advanced micro devices inc789
Additions to existing portfolio by CIBC Private Wealth Group, LLC

Reductions

Ticker% Reduced
fiserv inc-95.84
workday inc-94.75
servicenow inc-80.21
chevron corp new-70.37
gallagher arthur j & co-61.77
first solar inc-57.25
select sector spdr tr-52.22
ha sustainable infra cap inc-49.31
CIBC Private Wealth Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by CIBC Private Wealth Group, LLC

Sector Distribution

CIBC Private Wealth Group LLC has about 23.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology23.2
Others22.3
Financial Services9.8
Healthcare9.1
Industrials8.9
Communication Services7.9
Consumer Cyclical7.8
Energy4.5
Consumer Defensive2
Utilities1.6
Real Estate1.6
Basic Materials1.3

Market Cap. Distribution

CIBC Private Wealth Group LLC has about 76% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP39.9
LARGE-CAP36.1
UNALLOCATED22.2
MID-CAP1.1

Stocks belong to which Index?

About 71.4% of the stocks held by CIBC Private Wealth Group LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50071.4
Others28
Top 5 Winners (%)%
DFAC
dimensional etf trust
TERN
terns pharmaceuticals inc
437.9 %
resolute hldgs mgmt inc
171.1 %
DIBS
1stdibs com inc
131.3 %
SGHT
sight sciences inc
130.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
455.9 M
GOOG
alphabet inc
215.6 M
LLY
eli lilly & co
205.0 M
AAPL
apple inc
183.2 M
AZN
astrazeneca plc
123.5 M
Top 5 Losers (%)%
healthy choice wellness corp
-100.0 %
lenz therapeutics inc
-65.7 %
TPST
tempest therapeutics inc
-64.8 %
NVNO
envveno medical corporation
-64.6 %
RGR
sturm ruger & co inc
-63.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-225.4 M
META
meta platforms inc
-104.7 M
brookfield corp
-70.6 M
BX
blackstone inc
-67.4 M
fiserv inc
-64.7 M

CIBC Private Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CIBC Private Wealth Group, LLC

CIBC Private Wealth Group LLC has 3381 stocks in it's portfolio. About 29.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CIBC Private Wealth Group LLC last quarter.

$58.48BTotal Value
500Positions
12 Feb, 2026Last Reported
Current holdings of Current Stock Holdings of CIBC Private Wealth Group, LLC, last reported on 12 Feb, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.23%1,263,680
$135.66M
0.23%
increased 7.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.15%1,294,480
$86.90M
0.15%
increased 10101.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.11%707,924
$65.92M
0.11%
decreased 3.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.04%420,094
$25.78M
0.04%
increased 104.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.04%253,453
$24.13M
0.04%
increased 7.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.04%225,669
$24.08M
0.04%
increased 2.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.02%128,303
$13.74M
0.02%
increased 1.89 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.02%237,615
$12.57M
0.02%
increased 2.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.02%127,125
$9.56M
0.02%
increased 66.77 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.01%93,535
$5.04M
0.01%
decreased 4.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.01%123,061
$3.81M
0.01%
decreased 9.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CIBC Private Wealth Group, LLC's holding in Ishares Tr over time
0.01%41,967
$3.38M
0.01%
decreased 16.15 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
CIBC Private Wealth Group, LLC's holding in Alps Etf Tr over time
0.07%1,262,170
$40.92M
0.07%
increased 10.75 percentadded