We are live on ! Find out more
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
ALGM icon
2926
Allegro MicroSystems
ALGM
$7.72B
$263 ﹤0.01%
9
– –
PAGS icon
2927
PagSeguro Digital
PAGS
$2.75B
$260 ﹤0.01%
26
– –
DIBS icon
2928
1stdibs.com
DIBS
$147M
$259 ﹤0.01%
100
– –
TXG icon
2929
10x Genomics
TXG
$6.28B
$257 ﹤0.01%
22
– –
AGNT
2930
AGNT Inc
AGNT
$641M
$256 ﹤0.01%
24
– –
CETY icon
2931
Clean Energy Technologies
CETY
$10.9M
$254 ﹤0.01%
60
– –
LILA icon
2932
Liberty Latin America Class A
LILA
$1.63B
$248 ﹤0.01%
44
– –
PLUG icon
2933
Plug Power
PLUG
$2.92B
$247 ﹤0.01%
106
-26
-20% -$44
NBR icon
2934
Nabors Industries
NBR
$1.22B
$245 ﹤0.01%
6
-38
-86% -$1.35K
SSRM icon
2935
SSR Mining
SSRM
$5.54B
$244 ﹤0.01%
+10
New +$169
OSUR icon
2936
OraSure Technologies
OSUR
$273M
$241 ﹤0.01%
+75
New +$235
PFN
2937
PIMCO Income Strategy Fund II
PFN
$696M
$235 ﹤0.01%
31
– –
DXC icon
2938
DXC Technology
DXC
$1.82B
$232 ﹤0.01%
17
-15
-47% -$213
SPIR icon
2939
Spire Global
SPIR
$440M
$231 ﹤0.01%
21
– –
TRIB
2940
Trinity Biotech
TRIB
$8.61M
$231 ﹤0.01%
7
– –
SSYS icon
2941
Stratasys
SSYS
$697M
$224 ﹤0.01%
20
– –
JBS
2942
JBS N.V.
JBS
$47B
$224 ﹤0.01%
15
– –
REAL icon
2943
The RealReal
REAL
$1.44B
$223 ﹤0.01%
21
-2,400
-99% -$17.8K
BBAI icon
2944
BigBear.ai
BBAI
$1.36B
$215 ﹤0.01%
33
– –
SMTC icon
2945
Semtech
SMTC
$10.7B
$214 ﹤0.01%
3
– –
CRF
2946
Cornerstone Total Return Fund
CRF
$1.14B
$209 ﹤0.01%
26
– –
MYRG icon
2947
MYR Group
MYRG
$5.15B
$208 ﹤0.01%
1
– –
WMG icon
2948
Warner Music
WMG
$14.4B
$204 ﹤0.01%
6
– –
CHRS icon
2949
Coherus Oncology
CHRS
$227M
$202 ﹤0.01%
123
– –
BNED icon
2950
Barnes & Noble Education
BNED
$430M
$199 ﹤0.01%
20
– –
116 117
118
119 120

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.