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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
TDUP icon
3301
ThredUp
TDUP
$765M
– –
-1,400
Closed -$10.5K
TFII icon
3302
TFI International
TFII
$11.6B
– –
-20
Closed -$1.79K
THCH icon
3303
TH International
THCH
$57.7M
– –
-700
Closed -$2.08K
THRM icon
3304
Gentherm
THRM
$1.32B
– –
-59
Closed -$1.67K
TLTW icon
3305
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.85B
– –
-2,839
Closed -$65.8K
TNK icon
3306
Teekay Tankers
TNK
$2.71B
– –
-28
Closed -$1.17K
TPB icon
3307
Turning Point Brands
TPB
$1.48B
– –
-20
Closed -$1.51K
TPZ
3308
Tortoise Electrification Infrastructure ETF
TPZ
$125M
– –
-164
Closed -$3.36K
TUA icon
3309
Simplify Short Term Treasury Futures Strategy ETF
TUA
$699M
– –
-35
Closed -$771
TWI icon
3310
Titan International
TWI
$492M
– –
-224
Closed -$2.3K
UCON icon
3311
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
– –
-1
Closed -$19
ULCC icon
3312
Frontier Group Holdings
ULCC
$1.5B
– –
-488
Closed -$1.77K
UNG icon
3313
United States Natural Gas Fund
UNG
$450M
– –
-1,500
Closed -$22.9K
VITL icon
3314
Vital Farms
VITL
$586M
– –
-38
Closed -$1.46K
VKTX icon
3315
Viking Therapeutics
VKTX
$3.88B
– –
-22
Closed -$583
VNAM icon
3316
Global X MSCI Vietnam ETF
VNAM
$33.7M
– –
-200
Closed -$3.5K
VRME icon
3317
VerifyMe
VRME
$9.3M
– –
-1
Closed -$1
VRRM icon
3318
Verra Mobility
VRRM
$775M
– –
-55
Closed -$1.4K
VSXY
3319
Victoria's Secret
VSXY
$7.09B
– –
-1,321
Closed -$24.5K
VSTS icon
3320
Vestis
VSTS
$1.97B
– –
-13,030
Closed -$74.7K
VXX icon
3321
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$169M
– –
-2
Closed -$96
WASH icon
3322
Washington Trust Bancorp
WASH
$748M
– –
-105
Closed -$2.97K
WBA
3323
DELISTED
Walgreens Boots Alliance
WBA
– –
-62,032
Closed -$712K
WFH
3324
DELISTED
Direxion Work From Home ETF
WFH
– –
-25
Closed -$1.73K
WNC icon
3325
Wabash National
WNC
$504M
– –
-143
Closed -$1.52K
130 131 132
133
134

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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.