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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
SCHX icon
451
Schwab US Large- Cap ETF
SCHX
$72.9B
$4.36M 0.01%
165,455
+33,809
+26% +$859K
TROW icon
452
T. Rowe Price
TROW
$24.3B
$4.35M 0.01%
42,401
-481
-1% -$50.6K
ACVA icon
453
ACV Auctions
ACVA
$1.36B
$4.34M 0.01%
437,781
+192,694
+79% +$2.47M
PFF icon
454
iShares Preferred and Income Securities ETF
PFF
$13.3B
$4.32M 0.01%
136,517
-17,864
-12% -$562K
SNPS icon
455
Synopsys
SNPS
$75.1B
$4.31M 0.01%
8,737
+4,960
+131% +$2.8M
SLB icon
456
SLB Ltd
SLB
$73.2B
$4.26M 0.01%
124,001
+19,917
+19% +$693K
ABNB icon
457
Airbnb
ABNB
$89.4B
$4.22M 0.01%
34,790
-8,417
-19% -$1.09M
ACEL icon
458
Accel Entertainment
ACEL
$979M
$4.22M 0.01%
381,549
-8,112
-2% -$94.9K
SHY icon
459
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$4.19M 0.01%
50,549
-1,574
-3% -$130K
LPLA icon
460
LPL Financial
LPLA
$28.8B
$4.17M 0.01%
12,530
-273
-2% -$99K
EQR icon
461
Equity Residential
EQR
$25.3B
$4.14M 0.01%
63,932
+868
+1% +$56.8K
VLTO icon
462
Veralto
VLTO
$23.1B
$4.09M 0.01%
38,332
-2,096
-5% -$221K
HYG icon
463
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$4.06M 0.01%
50,050
-781
-2% -$62.9K
TLN
464
Talen Energy Corp
TLN
$16.5B
$4.01M 0.01%
9,419
+231
+3% +$83.5K
CCOI icon
465
Cogent Communications
CCOI
$663M
$3.98M 0.01%
103,715
-2,155
-2% -$90K
CVS icon
466
CVS Health
CVS
$134B
$3.95M 0.01%
52,357
-11,046
-17% -$757K
CULP icon
467
Culp Inc
CULP
$44.2M
$3.92M 0.01%
879,844
– –
RMD icon
468
ResMed
RMD
$31.2B
$3.91M 0.01%
14,271
+632
+5% +$173K
PEG icon
469
Public Service Enterprise Group
PEG
$38.2B
$3.88M 0.01%
46,534
-1,736
-4% -$146K
MSTR icon
470
Strategy Inc
MSTR
$34.7B
$3.85M 0.01%
11,940
-2,240
-16% -$831K
JEF icon
471
Jefferies Financial Group
JEF
$12.8B
$3.84M 0.01%
58,744
+542
+0.9% +$33.1K
DIA icon
472
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
$3.84M 0.01%
8,286
-9
-0.1% -$4.06K
SPSM icon
473
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$3.81M 0.01%
82,356
-3,223
-4% -$145K
NOC icon
474
Northrop Grumman
NOC
$77.9B
$3.8M 0.01%
6,234
-25
-0.4% -$14.2K
DOV icon
475
Dover
DOV
$27.7B
$3.8M 0.01%
22,757
+807
+4% +$145K
17 18
19
20 21

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FAF
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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.