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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+6.5%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$58.4B
AUM Growth
+$2.43B
Cap. Flow
-$178M
Cap. Flow %
-0.31%
Top 10 Hldgs %
28.91%
Holding
3,347
New
284
Increased
1,135
Reduced
913
Closed
264

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$229M
2
DXCM icon
DexCom
DXCM
+$182M
3
PGR icon
Progressive
PGR
+$180M
4
META icon
Meta Platforms (Facebook)
META
+$133M
5
MDLZ icon
Mondelez International
MDLZ
+$119M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$314M
2
PEP icon
PepsiCo
PEP
+$233M
3
ELV icon
Elevance Health
ELV
+$194M
4
CRM icon
Salesforce
CRM
+$194M
5
BRO icon
Brown & Brown
BRO
+$132M

Sector Composition

Rank Sector Weight
1 Technology 27.58%
2 Financials 12.32%
3 Healthcare 10.12%
4 Industrials 9.33%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLS icon
2876
Direxion Daily TSLA Bear 1X ETF
TSLS
$89.5M
$570 ﹤0.01%
11
– –
DOCN icon
2877
DigitalOcean
DOCN
$12.5B
$547 ﹤0.01%
16
– –
AUDC icon
2878
AudioCodes
AUDC
$239M
$543 ﹤0.01%
57
– –
PATH icon
2879
UiPath
PATH
$6.52B
$535 ﹤0.01%
40
-341
-90% -$4.03K
IBDV icon
2880
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$532 ﹤0.01%
+24
New +$528
CLB icon
2881
Core Laboratories
CLB
$455M
$531 ﹤0.01%
43
-220
-84% -$2.58K
ROIV icon
2882
Roivant Sciences
ROIV
$23.6B
$530 ﹤0.01%
35
– –
ZUMZ icon
2883
Zumiez
ZUMZ
$330M
$510 ﹤0.01%
26
– –
VIAV icon
2884
Viavi Solutions
VIAV
$7.95B
$508 ﹤0.01%
40
-27
-40% -$297
WHF icon
2885
WhiteHorse Finance
WHF
$138M
$498 ﹤0.01%
72
– –
UVIX icon
2886
2x Long VIX Futures ETF
UVIX
$300M
$497 ﹤0.01%
+3
New +$899
BYND icon
2887
Beyond Meat
BYND
$274M
$495 ﹤0.01%
+262
New +$772
EPIX
2888
DELISTED
ESSA Pharma
EPIX
$478 ﹤0.01%
2,500
– –
ASRT
2889
DELISTED
Assertio
ASRT
$470 ﹤0.01%
36
– –
OABI icon
2890
OmniAb
OABI
$283M
$470 ﹤0.01%
294
– –
GGAL icon
2891
Galicia Financial Group
GGAL
$7.89B
$469 ﹤0.01%
17
-540
-97% -$23.2K
PRTA icon
2892
Prothena Corp
PRTA
$448M
$468 ﹤0.01%
48
-1
-2% -$8
DAN icon
2893
Dana Inc
DAN
$2.88B
$461 ﹤0.01%
23
– –
QVCGA
2894
DELISTED
QVC Group Inc Series A
QVCGA
$445 ﹤0.01%
33
-200
-86% -$1.3K
PLBY icon
2895
Playboy Inc
PLBY
$136M
$441 ﹤0.01%
300
-3,700
-93% -$6.36K
MCRI icon
2896
Monarch Casino & Resort
MCRI
$2.2B
$423 ﹤0.01%
+4
New +$401
ALB.PRA icon
2897
Albemarle Corp Depositary Shares
ALB.PRA
$2.23B
$417 ﹤0.01%
11
– –
HYLN icon
2898
Hyliion Holdings
HYLN
$578M
$392 ﹤0.01%
199
– –
KZR
2899
DELISTED
Kezar Life Sciences
KZR
$390 ﹤0.01%
100
– –
UTF.RT
2900
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$387 ﹤0.01%
+4,933
New +$372
114 115
116
117 118

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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CIBC Private Wealth Group's Q3 2025 Portfolio in Review

As of Q3 2025, CIBC Private Wealth Group held 3,347 positions worth $58.4B, up 4.3% from $56B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q3 2025 filing shows 284 new, 1,135 increased, 913 reduced and 264 closed positions. Its largest new stake was Cheniere Energy: 135,703 shares worth $7.3M. The largest sale was Cisco, an estimated $314M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2025 buy was Cheniere Energy: 135,703 shares worth $7.3M.
  • CIBC Private Wealth Group added most to Broadcom in Q3 2025, an estimated $229M increase.
  • CIBC Private Wealth Group's biggest Q3 2025 reduction was Cisco, cutting an estimated $314M.
  • CIBC Private Wealth Group fully exited Sitio Royalties in Q3 2025, selling an estimated $36.4M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $58.4B portfolio in Q3 2025.
  • CIBC Private Wealth Group opened 284 new positions and closed 264 in Q3 2025.
  • CIBC Private Wealth Group's portfolio value rose 4.3% quarter-over-quarter to $58.4B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.