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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
GRNT icon
3176
Granite Ridge Resources
GRNT
$620M
– –
-5,000
Closed -$31.9K
GRVY
3177
GRAVITY
GRVY
$430M
– –
-21
Closed -$1.34K
GSL icon
3178
Global Ship Lease
GSL
$1.57B
– –
-11
Closed -$289
GT icon
3179
Goodyear
GT
$2.1B
– –
-200
Closed -$2.07K
HCI icon
3180
HCI Group
HCI
$2.32B
– –
-5
Closed -$761
HCSG icon
3181
Healthcare Services Group
HCSG
$1.6B
– –
-335
Closed -$5.04K
HES
3182
DELISTED
Hess
HES
– –
-1,228
Closed -$170K
HEZU icon
3183
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$564M
– –
-346
Closed -$14.2K
HLX icon
3184
Helix Energy Solutions
HLX
$1.35B
– –
-263
Closed -$1.64K
HOLO icon
3185
MicroCloud Hologram
HOLO
$36.7M
– –
-75
Closed -$366
HPK icon
3186
HighPeak Energy
HPK
$834M
– –
-12
Closed -$118
HTHT icon
3187
Huazhu Hotels Group
HTHT
$13.3B
– –
-54
Closed -$1.83K
HYT icon
3188
BlackRock Corporate High Yield Fund
HYT
$1.36B
– –
-2,513
Closed -$24.5K
IAF
3189
abrdn Australia Equity Fund
IAF
$122M
– –
-13,821
Closed -$185K
IAS
3190
DELISTED
Integral Ad Science
IAS
– –
-180
Closed -$1.5K
IBDU icon
3191
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
– –
-674
Closed -$15.7K
IBTI icon
3192
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
– –
-449
Closed -$10K
ICUI icon
3193
ICU Medical
ICUI
$4.14B
– –
-85
Closed -$11.2K
IDX icon
3194
VanEck Indonesia Index ETF
IDX
$31.6M
– –
-30
Closed -$436
INFL icon
3195
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
– –
-41
Closed -$1.73K
INVA icon
3196
Innoviva
INVA
$1.58B
– –
-26
Closed -$522
IOVA icon
3197
Iovance Biotherapeutics
IOVA
$2.08B
– –
-165
Closed -$284
IPO icon
3198
Renaissance IPO ETF
IPO
$151M
– –
-100
Closed -$4.49K
IWTR
3199
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
– –
-188
Closed -$6.35K
JAMF
3200
DELISTED
Jamf
JAMF
– –
-43
Closed -$409
126 127
128
129 130

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.