§ 13F · FUND PROFILE
CIBC Private Wealth Group LLC.
CIBC private wealth US platform
AUM · $58.4B (13F)Positions · 3493Turnover · 75% · Q4Filed · Feb 12, 2026
CONCENTRATION
29%
Top 10 holdings
NEW BUYS
+504
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
FINANCIAL SERVICES → MEDIA
-1pp · +0pp
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 6.52M | $3.2B | 5.3% | −1% |
| 2 | AAPL | APPLE INC | 10.50M | $2.9B | 4.8% | −1% |
| 3 | AMZN | AMAZON COM INC | 9.94M | $2.3B | 3.9% | −6% |
| 4 | NVDA | NVIDIA CORPORATION | 12.10M | $2.3B | 3.8% | −1% |
| 5 | GOOGL | ALPHABET INC | 6.43M | $2.0B | 3.4% | −2% |
| 6 | JPM | JPMORGAN CHASE & CO. | 3.15M | $1.0B | 1.7% | −1% |
| 7 | AVGO | BROADCOM INC | 2.78M | $964M | 1.6% | +11% |
| 8 | META | META PLATFORMS INC | 1.45M | $960M | 1.6% | +7% |
| 9 | V | VISA INC | 2.72M | $955M | 1.6% | −1% |
| 10 | GOOG | ALPHABET INC | 2.99M | $938M | 1.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other39.7% (−1pp)
Technology14.5% (−1pp)
Financial Services8.8% (−1pp)
Semiconductors8.2% (±0)
Media7.5% (±0)
Retail6.8% (−1pp)
§ 03 · THE CIBC SIGNAL
AC read
CIBC Private Wealth Group LLC is a Other fund managing $58.4 billion in assets. The fund runs a massive portfolio of 3,493 positions, broad diversification across holdings, with the top 10 accounting for 29%. Trading activity is aggressive at 75% quarterly turnover, with 504 new positions and 0 exits last quarter. Top sector allocations: Other (40%), Technology (15%), Financial Services (9%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q4 2025
Busy quarter
+504 buys · −0 exits · 2249 changed
Q3 2025
Busy quarter
+302 buys · −0 exits · 2043 changed
Q2 2025
Busy quarter
+280 buys · −0 exits · 2076 changed
Q1 2025
Busy quarter
+3084 buys · −0 exits · 0 changed