What does CIBC Private Wealth Group, LLC hold?

CIBC Private Wealth Group, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MSFT, AAPL, AMZN. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1298088.

What is CIBC Private Wealth Group, LLC's AUM?

CIBC Private Wealth Group, LLC reported approximately $59.2B in 13F-reportable AUM as of 2025-12-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source CIBC Private Wealth Group, LLC's holdings?

All CIBC Private Wealth Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1298088. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CIBC Private Wealth Group, LLC's 13F data updated on 13F Pro?

CIBC Private Wealth Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CIBC Private Wealth Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1298088

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13F Reported Value

ⓘ

$59.2B

Holdings

3,397

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

CIBC Private Wealth Group, LLC disclosed 3,397 positions worth $59.2B in its Form 13F-HR for Q4 2025, led by $MSFT (MICROSOFT CORP) at 5.3% of the equity portfolio, followed by $AAPL and $AMZN. During the quarter the fund opened 409 new positions and exited 117. The portfolio is most concentrated in Technology (35.1% of disclosed assets). All figures are sourced directly from CIBC Private Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1298088.

AI Fund Analysis

Stable

7 quarters accumulating

VANGUARD INDEX FDS

7 quarters accumulating

BARCLAYS BANK PLC

7 quarters accumulating

VANGUARD TAX-MANAGED FDS

7 quarters accumulating

$ET

7 quarters accumulating

Sector Allocation

TechnologyOtherFinancialsHealthcareConsumer DiscretionaryIndustrials

13fpro.ai/research/fund/cibc-private-wealth-group-llc-1298088

AUM History

13fpro.ai/research/fund/cibc-private-wealth-group-llc-1298088

Top Equity Holdings by Value

13fpro.ai/research/fund/cibc-private-wealth-group-llc-1298088

Quarterly Activity — Q4 2025

Click any card to unlock

Top Holdings

AI Quality Scored

MICROSOFT CORP
$MSFT
79.7#31
Quality
$3.2B6,533,586 sh
Apple Inc.
$AAPL
76.3#82
Quality
$2.9B10,564,205 sh
AMAZON COM INC
$AMZN
68.4#301
Quality
$2.3B9,945,180 sh
NVIDIA CORP
$NVDA
85.9
Quality
$2.3B12,103,232 sh
Alphabet Inc.
$GOOG
78.1
Quality
$2.0B6,443,532 sh
JPMORGAN CHASE & CO
$JPM
70.3
Quality
$1.0B3,155,380 sh
Broadcom Inc.
$AVGO
84.4
Quality
$965.9M2,790,816 sh
Meta Platforms, Inc.
$META
79.6
Quality
$960.1M1,454,564 sh
VISA INC.
$V
82.7
Quality
$956.6M2,727,513 sh
Alphabet Inc.
$GOOGL
78.1
Quality
$942.7M3,004,241 sh

Company	Quality	Value	Shares
MICROSOFT CORP$MSFT	79.7#31	$3.2B	6,533,586
Apple Inc.$AAPL	76.3#82	$2.9B	10,564,205
AMAZON COM INC$AMZN	68.4#301	$2.3B	9,945,180
NVIDIA CORP$NVDA	85.9	$2.3B	12,103,232
Alphabet Inc.$GOOG	78.1	$2.0B	6,443,532
JPMORGAN CHASE & CO$JPM	70.3	$1.0B	3,155,380
Broadcom Inc.$AVGO	84.4	$965.9M	2,790,816
Meta Platforms, Inc.$META	79.6	$960.1M	1,454,564
VISA INC.$V	82.7	$956.6M	2,727,513
Alphabet Inc.$GOOGL	78.1	$942.7M	3,004,241

Unlock AI quality scores for every holding

32-signal composite ranking on each of CIBC Private Wealth Group, LLC's 3,397 positions.

Showing top 10 of 3,397 holdings.

Sector Allocation

Technology

$20.8B

Other

$7.9B

Financials

$7.1B

Healthcare

$5.3B

Consumer Discretionary

$4.8B

Industrials

$4.7B

Energy

$3.0B

Materials

$1.3B

Top Holdings — CIBC Private Wealth Group, LLC (Q4 2025)

Top 150 of 3,397 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MSFT	MICROSOFT CORP	$3.2B	5.3%	-1%	79.7
2	$AAPL	Apple Inc.	$2.9B	4.8%	-1%	76.3
3	$AMZN	AMAZON COM INC	$2.3B	3.9%	-6%	68.4
4	$NVDA	NVIDIA CORP	$2.3B	3.8%	-1%	85.9
5	$GOOG	Alphabet Inc.	$2.0B	3.4%	-2%	78.1
6	$JPM	JPMORGAN CHASE & CO	$1.0B	1.7%	-1%	70.3
7	$AVGO	Broadcom Inc.	$965.9M	1.6%	+11%	84.4
8	$META	Meta Platforms, Inc.	$960.1M	1.6%	+7%	79.6
9	$V	VISA INC.	$956.6M	1.6%	-1%	82.7
10	$GOOGL	Alphabet Inc.	$942.7M	1.6%	-4%	78.1
11	$LLY	ELI LILLY & Co	$819.2M	1.4%	+38%	87.5
12	$AZN	ASTRAZENECA PLC	$743.0M	1.3%	-1%	—
13	$ODFL	OLD DOMINION FREIGHT LINE, INC.	$682.9M	1.1%	-0%	61.1
14	—	VANGUARD INDEX FDS	$634.2M	1.1%	+18%	—
15	$BX	Blackstone Inc.	$617.2M	1.0%	-1%	74.2
16	$RTX	RTX Corp	$613.8M	1.0%	-20%	73.1
17	$NEE	NEXTERA ENERGY INC	$605.1M	1.0%	-1%	64.4
18	—	VANGUARD INDEX FDS	$590.4M	1.0%	+14%	—
19	—	ISHARES TR	$563.6M	0.9%	+26%	—
20	$ABT	ABBOTT LABORATORIES	$492.7M	0.8%	-2%	65.2
21	$XOM.R34088	EXXON MOBIL CORP	$483.1M	0.8%	-1%	57.7
22	$TMO	THERMO FISHER SCIENTIFIC INC.	$467.6M	0.8%	-3%	64.9
23	—	BARCLAYS BANK PLC	$465.9M	0.8%	+2%	—
24	$DHR	DANAHER CORP /DE/	$465.7M	0.8%	+0%	64.6
25	$SPGI	S&P Global Inc.	$463.7M	0.8%	-2%	75.8
26	$HWM	Howmet Aerospace Inc.	$459.9M	0.8%	-3%	73.6
27	$CME	CME GROUP INC.	$457.3M	0.8%	-2%	69.2
28	$TJX	TJX COMPANIES INC /DE/	$454.5M	0.8%	-1%	68.4
29	$SPY	SPDR S&P 500 ETF TRUST	$439.3M	0.7%	+184%	—
30	—	ISHARES TR	$415.8M	0.7%	+129%	—
31	$UNP	UNION PACIFIC CORP	$409.4M	0.7%	-1%	69.5
32	$ASML	ASML HOLDING NV	$399.2M	0.7%	+1%	—
33	$LIN	LINDE PLC	$384.5M	0.7%	+11%	—
34	$APH	AMPHENOL CORP /DE/	$382.7M	0.7%	-2%	79.1
35	$ICE	Intercontinental Exchange, Inc.	$380.4M	0.6%	-1%	73.4
36	$MNST	Monster Beverage Corp	$379.0M	0.6%	-2%	71
37	$TEL	TE Connectivity plc	$363.5M	0.6%	-24%	—
38	—	VANGUARD INDEX FDS	$360.4M	0.6%	+10%	—
39	$JKHY	JACK HENRY & ASSOCIATES INC	$344.4M	0.6%	-0%	65.9
40	$MCD	MCDONALDS CORP	$340.6M	0.6%	-1%	68.6
41	$QCOM	QUALCOMM INC/DE	$336.7M	0.6%	-27%	70.4
42	$PLD	Prologis, Inc.	$335.3M	0.6%	-2%	68.3
43	—	VANGUARD TAX-MANAGED FDS	$331.7M	0.6%	+13%	—
44	$UNH	UNITEDHEALTH GROUP INC	$315.4M	0.5%	-6%	62.5
45	—	ISHARES TR	$303.2M	0.5%	+6%	—
46	$INTU	INTUIT INC.	$303.1M	0.5%	+812%	79.3
47	$SYK	STRYKER CORP	$300.1M	0.5%	-3%	71.9
48	$MA	Mastercard Inc	$296.3M	0.5%	-3%	85
49	$ADP	AUTOMATIC DATA PROCESSING INC	$296.0M	0.5%	-3%	69.6
50	$MLM	MARTIN MARIETTA MATERIALS INC	$295.8M	0.5%	-1%	62.6
51	$LNG	Cheniere Energy, Inc.	$295.6M	0.5%	-5%	66.3
52	—	ISHARES TR	$294.9M	0.5%	+1%	—
53	$HD	HOME DEPOT, INC.	$294.0M	0.5%	-1%	60.1
54	$IQV	IQVIA HOLDINGS INC.	$292.9M	0.5%	-1%	61.2
55	$CRM	Salesforce, Inc.	$291.4M	0.5%	-3%	76.9
56	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$287.8M	0.5%	-3%	61
57	$BLK	BlackRock, Inc.	$277.0M	0.5%	-1%	69.8
58	$GE	GENERAL ELECTRIC CO	$276.5M	0.5%	-1%	73.6
59	$ABBV	AbbVie Inc.	$267.1M	0.5%	-1%	72.5
60	$ADI	ANALOG DEVICES INC	$265.6M	0.5%	-1%	79.1
61	$DIS	Walt Disney Co	$263.6M	0.5%	-2%	59.8
62	$ISRG	INTUITIVE SURGICAL INC	$260.1M	0.4%	-2%	79.7
63	$TDG	TransDigm Group INC	$254.6M	0.4%	+10%	67.8
64	$ET	Energy Transfer LP	$253.4M	0.4%	+0%	64.2
65	$ROP	ROPER TECHNOLOGIES INC	$249.5M	0.4%	-5%	71.8
66	$OTIS	Otis Worldwide Corp	$249.0M	0.4%	-1%	61.1
67	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$248.6M	0.4%	-1%	73.4
68	$IDXX	IDEXX LABORATORIES INC /DE	$245.5M	0.4%	-2%	73.5
69	$EXE	EXPAND ENERGY Corp	$227.7M	0.4%	+64%	80.6
70	$GEV	GE Vernova Inc.	$227.7M	0.4%	-2%	81.1
71	$MDLZ	Mondelez International, Inc.	$227.1M	0.4%	-11%	56.2
72	$IAU	ISHARES GOLD TRUST	$222.1M	0.4%	+3%	—
73	$PWR	QUANTA SERVICES, INC.	$214.6M	0.4%	-1%	71.9
74	$DXCM	DEXCOM INC	$207.6M	0.3%	+8%	75.8
75	—	ISHARES TR	$206.2M	0.3%	+52%	—
76	$ETN	Eaton Corp plc	$205.6M	0.3%	-0%	—
77	$AMT	AMERICAN TOWER CORP /MA/	$204.8M	0.3%	-18%	66.3
78	$ADBE	ADOBE INC.	$198.2M	0.3%	-6%	77.8
79	$BRK.B	BERKSHIRE HATHAWAY INC	$198.1M	0.3%	-1%	73.6
80	$TMUS	T-Mobile US, Inc.	$193.6M	0.3%	+43%	68.8
81	$FIS	Fidelity National Information Services, Inc.	$192.7M	0.3%	-7%	68.7
82	$ZTS	Zoetis Inc.	$186.8M	0.3%	-12%	68.4
83	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	$186.3M	0.3%	+35%	64.3
84	—	VANGUARD INDEX FDS	$185.7M	0.3%	+2%	—
85	—	ISHARES TR	$179.4M	0.3%	+104%	—
86	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$177.8M	0.3%	+4%	—
87	$SCHW	SCHWAB CHARLES CORP	$176.9M	0.3%	-2%	79.3
88	—	J P MORGAN EXCHANGE TRADED F	$176.3M	0.3%	-5%	—
89	$PANW	Palo Alto Networks Inc	$176.1M	0.3%	-2%	65.4
90	—	GLOBAL X FDS	$174.5M	0.3%	+7%	—
91	$BN	BROOKFIELD Corp /ON/	$171.4M	0.3%	+50%	—
92	—	ISHARES TR	$169.8M	0.3%	+8%	—
93	$NFLX	NETFLIX INC	$169.4M	0.3%	+683%	78.6
94	$VICI	VICI PROPERTIES INC.	$165.9M	0.3%	-11%	65.8
95	$PH	Parker-Hannifin Corp	$163.3M	0.3%	-2%	65.6
96	$CTAS	CINTAS CORP	$159.7M	0.3%	-4%	68.3
97	$ORLY	O REILLY AUTOMOTIVE INC	$158.1M	0.3%	-3%	67
98	$JNJ	JOHNSON & JOHNSON	$157.8M	0.3%	-1%	68.8
99	$PGR	PROGRESSIVE CORP/OH/	$157.6M	0.3%	-10%	80
100	$CSCO	CISCO SYSTEMS, INC.	$156.4M	0.3%	-3%	70.1
101	—	VANGUARD INTL EQUITY INDEX F	$155.8M	0.3%	+6%	—
102	$SHOP	SHOPIFY INC.	$147.0M	0.3%	-3%	64.9
103	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$146.3M	0.3%	-0%	69.7
104	$MPLX	MPLX LP	$145.4M	0.3%	+1%	69.7
105	$OKE	ONEOK INC /NEW/	$144.2M	0.2%	-17%	71.5
106	$AMD	ADVANCED MICRO DEVICES INC	$136.6M	0.2%	+789%	79.7
107	—	ISHARES TR	$135.7M	0.2%	+7%	—
108	—	VANGUARD INDEX FDS	$135.6M	0.2%	+7%	—
109	—	ISHARES TR	$133.1M	0.2%	+9%	—
110	$ALC	ALCON INC	$130.4M	0.2%	+1%	54.7
111	$TRGP	Targa Resources Corp.	$126.8M	0.2%	-32%	63
112	$GS	GOLDMAN SACHS GROUP INC	$121.0M	0.2%	-2%	73.3
113	$OBDC	Blue Owl Capital Corp	$118.4M	0.2%	-19%	—
114	$MELI	MERCADOLIBRE INC	$118.2M	0.2%	-14%	80.1
115	$ELV	Elevance Health, Inc.	$118.0M	0.2%	-12%	58.8
116	$FLUT	Flutter Entertainment plc	$117.0M	0.2%	+28%	—
117	$WMT	Walmart Inc.	$111.3M	0.2%	-1%	59.9
118	$ROL	ROLLINS INC	$110.9M	0.2%	+60%	64.8
119	$SAN	Banco Santander, S.A.	$110.3M	0.2%	+5%	—
120	$NET	Cloudflare, Inc.	$109.7M	0.2%	-4%	56.3
121	$BEPC	Brookfield Renewable Corp	$107.8M	0.2%	-2%	36.9
122	$AMGN	AMGEN INC	$106.7M	0.2%	-1%	79
123	$BSX	BOSTON SCIENTIFIC CORP	$104.5M	0.2%	-21%	77.3
124	—	JPMORGAN CHASE FINL CO LLC	$103.8M	0.2%	-1%	—
125	$CDNS	CADENCE DESIGN SYSTEMS INC	$103.7M	0.2%	+164%	72.5
126	$CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$103.1M	0.2%	+2%	—
127	$QQQ	INVESCO QQQ TRUST, SERIES 1	$101.5M	0.2%	-1%	—
128	$CYBR	CyberArk Software Ltd.	$97.8M	0.2%	-4%	—
129	$HDB	HDFC BANK LTD	$97.6M	0.2%	+4%	—
130	$ORCL	ORACLE CORP	$95.9M	0.2%	-1%	68.2
131	$AMP	AMERIPRISE FINANCIAL INC	$95.8M	0.2%	-27%	68.3
132	$SNOW	Snowflake Inc.	$95.4M	0.2%	-3%	54.7
133	$COST	COSTCO WHOLESALE CORP /NEW	$94.9M	0.2%	-0%	65.9
134	$BR	BROADRIDGE FINANCIAL SOLUTIONS, INC.	$93.9M	0.2%	-4%	66.3
135	$CSGP	COSTAR GROUP, INC.	$91.6M	0.1%	-25%	57.5
136	—	SPDR SERIES TRUST	$90.4M	0.1%	+41%	—
137	$CAH	CARDINAL HEALTH INC	$88.7M	0.1%	-2%	62.3
138	$ARES	Ares Management Corp	$88.1M	0.1%	-46%	60.7
139	—	ISHARES TR	$86.9M	0.1%	NEW	—
140	$IVZ	Invesco Ltd.	$86.7M	0.1%	+20%	—
141	$PEP	PEPSICO INC	$86.6M	0.1%	-7%	63.2
142	$MCHP	MICROCHIP TECHNOLOGY INC	$86.0M	0.1%	-8%	52.7
143	$COR	Cencora, Inc.	$85.1M	0.1%	-5%	60.9
144	$PAA	PLAINS ALL AMERICAN PIPELINE LP	$84.7M	0.1%	-8%	58.9
145	$AXP	AMERICAN EXPRESS CO	$83.2M	0.1%	-1%	69.1
146	$LYV	Live Nation Entertainment, Inc.	$80.1M	0.1%	-4%	52.6
147	$CL	COLGATE PALMOLIVE CO	$80.0M	0.1%	-1%	61
148	$DKS	DICK'S SPORTING GOODS, INC.	$79.9M	0.1%	-3%	62.7
149	$ALNY	ALNYLAM PHARMACEUTICALS, INC.	$79.7M	0.1%	-6%	71.2
150	—	UBS AG LONDON BRANCH	$79.1M	0.1%	+0%	—

New Positions (409)

PROFESIONALLY MANAGED PORTFO$5.2M

$KRSP Rice Acquisition Corp 3$5.1M

$SOLS Solstice Advanced Materials Inc.$753,524

$AROC Archrock, Inc.$723,850

$DXYZ Destiny Tech100 Inc.$468,363

$Q Qnity Electronics, Inc.$454,522

$ZIM ZIM Integrated Shipping Services Ltd.$424,749

$WEAV Weave Communications, Inc.$410,900

$MAZE Maze Therapeutics, Inc.$223,722

$INDV Indivior Pharmaceuticals, Inc.$216,321

$BTSG BrightSpring Health Services, Inc.$213,577

$TARS Tarsus Pharmaceuticals, Inc.$204,700

$CELC Celcuity Inc.$202,073

$MICC Magnum Ice Cream Co N.V.$197,410

$GPRO GoPro, Inc.$197,400

Exited Positions (117)

CHENIERE ENERGY PARTNERS LP

$BKV BKV Corp

LIGHT & WONDER INC

KELLANOVA

$NHTC NATURAL HEALTH TRENDS CORP

$DSGR Distribution Solutions Group, Inc.

INTERPUBLIC GROUP COS INC

$KBDC Kayne Anderson BDC, Inc.

$AMRC Ameresco, Inc.

$FUTU Futu Holdings Ltd

$FRO Frontline plc

SPIRIT AEROSYSTEMS HLDGS INC

$TBPH Theravance Biopharma, Inc.

MR COOPER GROUP INC

$OIS OIL STATES INTERNATIONAL, INC

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