Latest CIBC Private Wealth Group, LLC Stock Portfolio

CIBC Private Wealth Group, LLC Performance:

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

Performance for 2025 Q4 is 1.64%, and YTD is 9.85%, and 2024 is 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.

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.

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 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 se	31,679,900
profesionally managed portfo	5,186,030
rice acquisition corp 3	5,118,600
unilever plc	3,518,210

New stocks bought by CIBC Private Wealth Group, LLC

Additions

Ticker	% Inc.
ppl corp	26,887
vanguard scottsdale fds	13,241
ishares tr	10,101
kodiak gas svcs inc	3,046
vanguard scottsdale fds	2,053
cms energy corp	1,839
intuit	811
advanced micro devices inc	789

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.

Sector	%
Technology	23.2
Others	22.3
Financial Services	9.8
Healthcare	9.1
Industrials	8.9
Communication Services	7.9
Consumer Cyclical	7.8
Energy	4.5
Consumer Defensive	2
Utilities	1.6
Real Estate	1.6
Basic Materials	1.3

Market Cap. Distribution

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

Category	%
MEGA-CAP	39.9
LARGE-CAP	36.1
UNALLOCATED	22.2
MID-CAP	1.1

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.

Index	%
S&P 500	71.4
Others	28

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.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.86	10,564,200	2,871,980,000	reduced	-1.25

AAXJ	ishares tr	0.23	1,263,680	135,656,000	added	7.29

AAXJ	ishares tr	0.15	1,294,480	86,898,600	added	10,101

AAXJ	ishares tr	0.11	707,924	65,921,900	reduced	-3.46

AAXJ	ishares tr	0.04	420,094	25,776,900	added	104

AAXJ	ishares tr	0.04	253,453	24,133,700	added	7.04

AAXJ	ishares tr	0.04	225,669	24,078,900	added	2.09

AAXJ	ishares tr	0.02	128,303	13,742,500	added	1.89

AAXJ	ishares tr	0.02	237,615	12,565,100	added	2.36

AAXJ	ishares tr	0.02	127,125	9,564,910	added	66.77

AAXJ	ishares tr	0.01	93,535	5,039,660	reduced	-4.18

AAXJ	ishares tr	0.01	123,061	3,809,960	reduced	-9.86

AAXJ	ishares tr	0.01	41,967	3,383,810	reduced	-16.15

ABBV	abbvie inc	0.45	1,168,840	267,069,000	reduced	-0.92

ABC	cencora inc	0.14	251,870	85,069,200	reduced	-5.31

ABNB	airbnb inc	0.01	34,046	4,620,780	reduced	-2.14

ABT	abbott labs	0.83	3,932,280	492,675,000	reduced	-2.09

ACEL	accel entertainment inc	0.01	382,049	4,359,180	added	0.13

ACES	alps etf tr	0.07	1,262,170	40,919,700	added	10.75

ACN	accenture plc ireland	0.05	114,120	30,618,300	reduced	-3.73