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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
ULY
3076
DELISTED
Urgent.ly
ULY
$6 ﹤0.01%
2
– –
REAX icon
3077
Real Brokerage
REAX
$360M
$4 ﹤0.01%
+1
New +$5
AEF
3078
abrdn Emerging Markets Equity Income Fund
AEF
$329M
– –
-890
Closed -$5.48K
PSEC icon
3079
Prospect Capital
PSEC
$1.08B
$3 ﹤0.01%
1
– –
CIG icon
3080
CEMIG Preferred Shares
CIG
$6.06B
$2 ﹤0.01%
1
– –
RNP icon
3081
Cohen & Steers REIT and Preferred and Income Fund
RNP
$989M
– –
-3
Closed -$67
DSX.WS icon
3082
Diana Shipping Inc Warrants exp 2026
DSX.WS
$2.76M
$1 ﹤0.01%
13
– –
HUBCZ icon
3083
Hub Cyber Security Warrant
HUBCZ
$118K
$1 ﹤0.01%
100
– –
HCWC
3084
Healthy Choice Wellness
HCWC
$4.92M
$1 ﹤0.01%
1
– –
AAT
3085
American Assets Trust
AAT
$1.46B
– –
-8
Closed -$158
AB icon
3086
AllianceBernstein
AB
$3.47B
– –
-1
Closed -$37
ABX
3087
Abacus Global Management
ABX
$988M
– –
-23
Closed -$118
AEO icon
3088
American Eagle Outfitters
AEO
$2.94B
– –
-57
Closed -$546
AGO icon
3089
Assured Guaranty
AGO
$3.73B
– –
-1
Closed -$87
AKRO
3090
DELISTED
Akero Therapeutics
AKRO
– –
-13
Closed -$694
AMRN
3091
Amarin Corp
AMRN
$297M
– –
-34
Closed -$551
AMR icon
3092
Alpha Metallurgical Resources
AMR
$1.77B
– –
-60
Closed -$6.75K
ANSS
3093
DELISTED
Ansys
ANSS
– –
-3,554
Closed -$1.25M
AROC icon
3094
Archrock
AROC
$6.16B
– –
-4
Closed -$99
AVLV icon
3095
Avantis US Large Cap Value ETF
AVLV
$17.8B
– –
-57
Closed -$3.89K
AVSD icon
3096
Avantis Responsible International Equity ETF
AVSD
$478M
– –
-2
Closed -$135
AVXL icon
3097
Anavex Life Sciences
AVXL
$231M
– –
-1,200
Closed -$11.1K
AZEK
3098
DELISTED
The AZEK Co
AZEK
– –
-631
Closed -$34.3K
BBD icon
3099
Banco Bradesco
BBD
$37.4B
– –
-580
Closed -$1.79K
BBDC icon
3100
Barings BDC
BBDC
$869M
– –
-2,300
Closed -$21K
122 123
124
125 126

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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.