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
JBGS
3201
JBG SMITH
JBGS
$857M
– –
-5
Closed -$87
JFR icon
3202
Nuveen Floating Rate Income Fund
JFR
$1.23B
– –
-1
Closed -$5
JMEE icon
3203
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.83B
– –
-1,535
Closed -$90.9K
JMST icon
3204
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
– –
-1,950
Closed -$99.3K
JNPR
3205
DELISTED
Juniper Networks
JNPR
– –
-1,338
Closed -$53.4K
JNUG icon
3206
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$339M
– –
-25
Closed -$1.99K
KBA icon
3207
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
– –
-10
Closed -$243
KBR icon
3208
KBR
KBR
$4.56B
– –
-2
Closed -$96
KEX icon
3209
Kirby Corp
KEX
$7.18B
– –
-1
Closed -$113
KLG
3210
DELISTED
WK Kellogg Co
KLG
– –
-412
Closed -$6.57K
KRNY icon
3211
Kearny Financial
KRNY
$607M
– –
-278
Closed -$1.8K
KURA icon
3212
Kura Oncology
KURA
$789M
– –
-9
Closed -$52
KVYO icon
3213
Klaviyo
KVYO
$5.78B
– –
-300
Closed -$10.1K
KW
3214
DELISTED
Kennedy-Wilson Holdings
KW
– –
-173
Closed -$1.18K
HAPN
3215
Happen Inc
HAPN
$2.11B
– –
-2,000
Closed -$24.1K
LE icon
3216
Lands' End
LE
$377M
– –
-30
Closed -$321
LEE icon
3217
Lee Enterprises
LEE
$164M
– –
-180
Closed -$1.15K
LESL icon
3218
Leslie's
LESL
$9.13M
– –
-25
Closed -$210
LFST icon
3219
Lifestance Health
LFST
$4.23B
– –
-150
Closed -$776
LI icon
3220
Li Auto
LI
$14.4B
– –
-81
Closed -$2.2K
LMNR icon
3221
Limoneira
LMNR
$245M
– –
-6,000
Closed -$93.9K
CYPH
3222
Cypherpunk Technologies Inc
CYPH
$64.1M
– –
-1,500
Closed -$445
LRGE icon
3223
ClearBridge Large Cap Growth Select ETF
LRGE
$364M
– –
-3,736
Closed -$296K
LSF icon
3224
Laird Superfood
LSF
$46.2M
– –
-1
Closed -$5
MAG
3225
DELISTED
MAG Silver
MAG
– –
-1,050
Closed -$22.2K
127 128
129
130 131

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.