CIBC Private Wealth Group LLC
โขCIK: 1298088โขFiling: Q4 2025
CIBC Private Wealth Group, LLC, managed by the seasoned team at CIBC, holds $59.2 billion in assets, with a tech-heavy portfolio featuring top positions in MSFT, AAPL, and AMZN. Recently, the fund has made notable moves by adding KGS and VONG, which have surged by 3083% and 2076% respectively, while exiting positions in CQP and BKV.
Total AUM
$59.2B
QoQ Performance
+1.3%
Positions
2,701
Top 10 Concentration
32.1%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.3%
AAPL4.9%
AMZN3.9%
NVDA3.8%
GOOGL3.4%
JPM1.7%
AVGO1.6%
META1.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other43.8%
Technology27.4%
Financial6.3%
Consumer6.0%
Healthcare5.9%
Industrial2.6%
ETF2.4%
Communication1.2%
๐ช Exited Positionssold since Q3 2025
+2872 more exited positions
Changes from Q3 2025
โ73 increased
โ127 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023