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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
CPNG icon
576
Coupang
CPNG
$29.8B
$1.93M ﹤0.01%
59,908
+7,073
+13% +$214K
XLV icon
577
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$1.93M ﹤0.01%
13,843
-956
-6% -$129K
ICF icon
578
iShares Select U.S. REIT ETF
ICF
$2.1B
$1.92M ﹤0.01%
31,127
-100
-0.3% -$6.11K
VV icon
579
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
$1.91M ﹤0.01%
6,191
+513
+9% +$152K
HSY icon
580
Hershey
HSY
$35.4B
$1.9M ﹤0.01%
10,161
-1,013
-9% -$184K
TLT icon
581
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$1.9M ﹤0.01%
21,250
-589
-3% -$51.5K
PPG icon
582
PPG Industries
PPG
$25.1B
$1.9M ﹤0.01%
18,047
+609
+3% +$67.7K
MET icon
583
MetLife
MET
$61.9B
$1.89M ﹤0.01%
22,983
+4,956
+27% +$390K
PHM icon
584
Pultegroup
PHM
$24.4B
$1.89M ﹤0.01%
14,307
+6,710
+88% +$833K
WSM icon
585
Williams-Sonoma
WSM
$27.8B
$1.89M ﹤0.01%
9,666
+1,657
+21% +$317K
APP icon
586
Applovin
APP
$138B
$1.83M ﹤0.01%
2,540
+990
+64% +$457K
ESGV icon
587
Vanguard ESG US Stock ETF
ESGV
$13.3B
$1.82M ﹤0.01%
15,356
-6
-0% -$683
TFC icon
588
Truist Financial
TFC
$62.9B
$1.8M ﹤0.01%
39,479
-8,894
-18% -$401K
SOLV icon
589
Solventum
SOLV
$15.2B
$1.8M ﹤0.01%
24,710
+134
+0.5% +$9.82K
PHO icon
590
Invesco Water Resources ETF
PHO
$2.03B
$1.8M ﹤0.01%
24,943
-80
-0.3% -$5.73K
WST icon
591
West Pharmaceutical
WST
$24.5B
$1.79M ﹤0.01%
6,835
+150
+2% +$36.5K
XBI icon
592
State Street SPDR S&P Biotech ETF
XBI
$9.57B
$1.79M ﹤0.01%
17,888
-2,441
-12% -$220K
CACI icon
593
CACI
CACI
$11.3B
$1.78M ﹤0.01%
3,576
+2,203
+160% +$1.06M
NTRS icon
594
Northern Trust
NTRS
$33.1B
$1.78M ﹤0.01%
13,224
-1,968
-13% -$253K
XLY icon
595
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$1.78M ﹤0.01%
14,846
-754
-5% -$86.3K
AXSM icon
596
Axsome Therapeutics
AXSM
$10.7B
$1.75M ﹤0.01%
14,375
+686
+5% +$77.3K
BE icon
597
Bloom Energy
BE
$64.3B
$1.73M ﹤0.01%
20,510
-4,743
-19% -$220K
KGS icon
598
Kodiak Gas Services
KGS
$5.83B
$1.73M ﹤0.01%
46,775
-40,207
-46% -$1.36M
COO icon
599
Cooper Companies
COO
$14.4B
$1.71M ﹤0.01%
24,958
-209
-0.8% -$14.8K
PKG icon
600
Packaging Corp of America
PKG
$22.1B
$1.7M ﹤0.01%
7,811
+297
+4% +$61.3K
22 23
24
25 26

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VRS
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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.