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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
PDM
3251
Piedmont Realty Trust
PDM
$1.26B
– –
-225
Closed -$1.64K
PDS
3252
Precision Drilling
PDS
$951M
– –
-2
Closed -$94
PFBC icon
3253
Preferred Bank
PFBC
$1.24B
– –
-21
Closed -$1.82K
PGHY icon
3254
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
– –
-2,551
Closed -$50.7K
PGRE
3255
DELISTED
Paramount Group
PGRE
– –
-100
Closed -$610
PHI icon
3256
PLDT
PHI
$4.31B
– –
-63
Closed -$1.37K
PINC
3257
DELISTED
Premier
PINC
– –
-5
Closed -$110
PLG
3258
Platinum Group Metals
PLG
$155M
– –
-5,493
Closed -$8.4K
POWA icon
3259
Invesco Bloomberg Pricing Power ETF
POWA
$180M
– –
-1
Closed -$82
PSCE icon
3260
Invesco S&P SmallCap Energy ETF
PSCE
$93.8M
– –
-10
Closed -$389
PSFE icon
3261
Paysafe
PSFE
$449M
– –
-34
Closed -$429
PTA icon
3262
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.04B
– –
-1,894
Closed -$37.5K
QAT icon
3263
iShares MSCI Qatar ETF
QAT
$63.7M
– –
-60
Closed -$1.12K
QDEL icon
3264
QuidelOrtho
QDEL
$1.13B
– –
-5
Closed -$144
QMCO icon
3265
Quantum Corp
QMCO
$443M
– –
-10,404
Closed -$104K
RAYC
3266
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
– –
-150
Closed -$2.25K
RAYS
3267
DELISTED
Global X Solar ETF
RAYS
– –
-1,216
Closed -$10.7K
RDFN
3268
DELISTED
Redfin
RDFN
– –
-23
Closed -$257
REKR icon
3269
Rekor Systems
REKR
$84M
– –
-100
Closed -$116
RELY icon
3270
Remitly
RELY
$4.93B
– –
-23
Closed -$432
ROG icon
3271
Rogers Corp
ROG
$2.17B
– –
-26
Closed -$1.78K
ROOT icon
3272
Root
ROOT
$906M
– –
-1
Closed -$128
RRR icon
3273
Red Rock Resorts
RRR
$3.81B
– –
-50
Closed -$2.6K
RSPU icon
3274
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$550M
– –
-1,994
Closed -$142K
RXST icon
3275
RxSight
RXST
$251M
– –
-3,690
Closed -$48K
129 130
131
132 133

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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.