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
CET
3051
Central Securities Corp
CET
$1.54B
– –
0
– –
PSTL
3052
Postal Realty Trust
PSTL
$703M
$16 ﹤0.01%
+1
New +$15
CHCT
3053
Community Healthcare Trust
CHCT
$536M
$15 ﹤0.01%
+1
New +$16
EMGF icon
3054
iShares Emerging Markets Equity Factor ETF
EMGF
$1.74B
– –
0
– –
PGF icon
3055
Invesco Financial Preferred ETF
PGF
$674M
$15 ﹤0.01%
1
– –
INUV icon
3056
Inuvo
INUV
$15.3M
$14 ﹤0.01%
4
– –
SANA icon
3057
Sana Biotechnology
SANA
$882M
$14 ﹤0.01%
4
-500
-99% -$1.81K
PACS icon
3058
PACS Group
PACS
$7.35B
$14 ﹤0.01%
+1
New +$12
PKST
3059
DELISTED
Peakstone Realty Trust
PKST
$13 ﹤0.01%
1
-640
-100% -$8.53K
ULE icon
3060
ProShares Ultra Euro
ULE
$4.34M
$13 ﹤0.01%
1
– –
ARDT
3061
Ardent Health
ARDT
$1.57B
$13 ﹤0.01%
+1
New +$13
GOOD
3062
Gladstone Commercial Corp
GOOD
$623M
$12 ﹤0.01%
+1
New +$13
MVST icon
3063
Microvast
MVST
$237M
$12 ﹤0.01%
+3
New +$9
WSR
3064
DELISTED
Whitestone REIT
WSR
$12 ﹤0.01%
+1
New +$13
DFAE icon
3065
Dimensional Emerging Core Equity Market ETF
DFAE
$8.91B
– –
0
– –
CBLL
3066
CeriBell Inc
CBLL
$673M
$11 ﹤0.01%
+1
New +$13
CRIS icon
3067
Curis
CRIS
$9.71M
– –
0
– –
GHI icon
3068
Greystone Housing Impact Investors LP
GHI
$124M
$10 ﹤0.01%
1
– –
NAT icon
3069
Nordic American Tanker
NAT
$1.36B
$9 ﹤0.01%
3
-639
-100% -$1.89K
NRIX icon
3070
Nurix Therapeutics
NRIX
$2.45B
$9 ﹤0.01%
1
-26
-96% -$270
WB icon
3071
Weibo
WB
$1.97B
$9 ﹤0.01%
+1
New +$11
LEG icon
3072
Leggett & Platt
LEG
$1.4B
$8 ﹤0.01%
1
-1,252
-100% -$11.9K
BXMX
3073
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
– –
-33
Closed -$466
INQQ icon
3074
India Internet & Ecommerce ETF
INQQ
$44.6M
– –
0
– –
LAW icon
3075
CS Disco
LAW
$271M
$6 ﹤0.01%
1
– –
121 122
123
124 125

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.