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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
ILOW
601
AB International Low Volatility Equity ETF
ILOW
$1.85B
$1.7M ﹤0.01%
39,997
+3,183
+9% +$133K
GLDM icon
602
SPDR Gold MiniShares Trust
GLDM
$27.4B
$1.7M ﹤0.01%
22,225
+445
+2% +$30.5K
WTW icon
603
Willis Towers Watson
WTW
$31.5B
$1.69M ﹤0.01%
4,899
+195
+4% +$63.2K
GEN icon
604
Gen Digital
GEN
$16.7B
$1.69M ﹤0.01%
59,481
-2,374
-4% -$71K
ITA icon
605
iShares US Aerospace & Defense ETF
ITA
$14.3B
$1.68M ﹤0.01%
8,005
+1,545
+24% +$304K
ASND icon
606
Ascendis Pharma A/S
ASND
$16B
$1.67M ﹤0.01%
8,378
– –
ONEQ icon
607
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.6B
$1.67M ﹤0.01%
18,681
-281
-1% -$23.7K
USMV icon
608
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$1.66M ﹤0.01%
17,441
-19
-0.1% -$1.78K
SOFI icon
609
SoFi Technologies
SOFI
$22.6B
$1.65M ﹤0.01%
62,626
+6,959
+13% +$165K
MGV icon
610
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.2B
$1.65M ﹤0.01%
11,978
+3,101
+35% +$415K
CNQ icon
611
Canadian Natural Resources
CNQ
$97.5B
$1.61M ﹤0.01%
50,252
+1,488
+3% +$46.6K
CBRE icon
612
CBRE Group
CBRE
$42.3B
$1.6M ﹤0.01%
10,125
+1,730
+21% +$268K
BALL icon
613
Ball Corp
BALL
$17.4B
$1.59M ﹤0.01%
31,501
+7,198
+30% +$389K
ATR icon
614
AptarGroup
ATR
$8.61B
$1.58M ﹤0.01%
11,786
+19
+0.2% +$2.75K
AM icon
615
Antero Midstream
AM
$10.5B
$1.57M ﹤0.01%
80,671
-232,961
-74% -$4.21M
ADM icon
616
Archer Daniels Midland
ADM
$37.8B
$1.56M ﹤0.01%
26,161
-3,535
-12% -$207K
ALAB icon
617
Astera Labs
ALAB
$54.8B
$1.56M ﹤0.01%
7,979
+24
+0.3% +$3.95K
ACWI icon
618
iShares MSCI ACWI ETF
ACWI
$32.7B
$1.53M ﹤0.01%
11,083
+998
+10% +$133K
QTEC icon
619
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.61B
$1.52M ﹤0.01%
6,629
– –
CRL icon
620
Charles River Laboratories
CRL
$11.1B
$1.52M ﹤0.01%
9,728
-5,141
-35% -$816K
HLT icon
621
Hilton Worldwide
HLT
$70.8B
$1.52M ﹤0.01%
5,843
+468
+9% +$127K
SPYM
622
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$1.51M ﹤0.01%
19,249
+1,536
+9% +$116K
IJT icon
623
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.34B
$1.5M ﹤0.01%
10,633
-265
-2% -$36.6K
OI icon
624
O-I Glass
OI
$1.12B
$1.5M ﹤0.01%
115,978
– –
DAL icon
625
Delta Air Lines
DAL
$59.8B
$1.5M ﹤0.01%
26,364
+3,884
+17% +$222K
23 24
25
26 27

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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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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.