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
OSK icon
276
Oshkosh
OSK
$9.16B
$20.9M 0.04%
160,939
-3,264
-2% -$433K
BAM icon
277
Brookfield Asset Management
BAM
$80.9B
$20.9M 0.04%
366,175
-8,923
-2% -$531K
TRP icon
278
TC Energy
TRP
$68.6B
$20.7M 0.04%
381,203
-1,224
-0.3% -$61.4K
D icon
279
Dominion Energy
D
$60.5B
$20.5M 0.04%
335,455
-12,372
-4% -$735K
PNR icon
280
Pentair
PNR
$10.7B
$20.3M 0.03%
183,164
-3,080
-2% -$329K
HQY icon
281
HealthEquity
HQY
$8.72B
$20.2M 0.03%
213,406
-913,648
-81% -$86M
CAT icon
282
Caterpillar
CAT
$382B
$20.2M 0.03%
42,305
+1,279
+3% +$546K
BAC icon
283
Bank of America
BAC
$438B
$20.1M 0.03%
388,725
+30,788
+9% +$1.5M
GLD icon
284
SPDR Gold Trust
GLD
$131B
$20M 0.03%
56,401
+291
+0.5% +$92.7K
BEP icon
285
Brookfield Renewable
BEP
$10.2B
$20M 0.03%
777,310
-37,783
-5% -$973K
NVO
286
Novo Nordisk
NVO
$208B
$19.6M 0.03%
352,471
+7,404
+2% +$433K
VXF icon
287
Vanguard Extended Market ETF
VXF
$30.8B
$19.4M 0.03%
92,761
+7,263
+8% +$1.47M
VUG icon
288
Vanguard Morningstar Growth ETF
VUG
$225B
$19.3M 0.03%
241,110
+3,546
+1% +$271K
RBLX icon
289
Roblox
RBLX
$26.2B
$19M 0.03%
137,347
+136,441
+15,060% +$17M
SAIA icon
290
Saia
SAIA
$9.61B
$18.9M 0.03%
63,230
-935
-1% -$282K
PCOR icon
291
Procore
PCOR
$8.34B
$18.8M 0.03%
258,407
-4,898
-2% -$342K
IWS icon
292
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$18.7M 0.03%
134,156
+101
+0.1% +$13.8K
IJR icon
293
iShares Core S&P Small-Cap ETF
IJR
$111B
$18.3M 0.03%
154,067
-10,556
-6% -$1.21M
EMR icon
294
Emerson Electric
EMR
$86.7B
$18.1M 0.03%
137,844
+21
+0% +$2.86K
MO icon
295
Altria Group
MO
$114B
$17.6M 0.03%
266,267
+6,016
+2% +$381K
LMT icon
296
Lockheed Martin
LMT
$135B
$16.9M 0.03%
33,947
-4,435
-12% -$2.01M
BIP icon
297
Brookfield Infrastructure Partners
BIP
$18.4B
$16.7M 0.03%
508,849
-24,474
-5% -$770K
PLTR icon
298
Palantir
PLTR
$301B
$16.5M 0.03%
90,341
-1,766
-2% -$286K
BKNG icon
299
Booking.com
BKNG
$149B
$16.5M 0.03%
76,275
+475
+0.6% +$106K
PSX icon
300
Phillips 66
PSX
$82.7B
$16.5M 0.03%
121,078
-58,552
-33% -$7.5M
10 11
12
13 14

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.