CIBC Private Wealth Group
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CIBC Private Wealth Group’s UGI UGI Stock Holding History

CIBC Private Wealth Group’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$405K Buy
10,817
+6,912
+177% +$245K ﹤0.01% 948
2025
Q3 		$130K Buy
3,905
+1,889
+94% +$66K ﹤0.01% 1372
2025
Q2 		$73.4K Sell
2,016
-1,032
-34% -$35.5K ﹤0.01% 1521
2025
Q1 		$92K Sell
3,048
-1,768
-37% -$56K ﹤0.01% 1393
2024
Q4 		$137K Hold
4,816
– – ﹤0.01% 1306
2024
Q3 		$120K Sell
4,816
-3,371
-41% -$81.2K ﹤0.01% 1398
2024
Q2 		$182K Buy
8,187
+3,173
+63% +$76.9K ﹤0.01% 1141
2024
Q1 		$120K Buy
+5,014
New +$120K ﹤0.01% 1313

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group's UGI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its UGI (UGI) stake by 177% in Q4 2025, buying an estimated $245K and bringing the position to 10,817 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

CIBC Private Wealth Group first reported a position in UGI in Q1 2024 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

  • CIBC Private Wealth Group held 10,817 shares of UGI worth $405K as of Q4 2025.
  • CIBC Private Wealth Group bought 6,912 UGI shares in Q4 2025, an estimated $245K.
  • UGI made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #948 holding.
  • CIBC Private Wealth Group first reported a position in UGI in Q1 2024 and has held it in 8 quarters since.
  • 613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.