We are live on ! Find out more
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
HACK icon
726
Amplify Cybersecurity ETF
HACK
$2.69B
$876K ﹤0.01%
10,090
-61
-0.6% -$5.18K
CVLT icon
727
Commault Systems
CVLT
$4.88B
$873K ﹤0.01%
4,622
+4,595
+17,019% +$828K
F icon
728
Ford
F
$58.5B
$869K ﹤0.01%
72,644
+17,121
+31% +$197K
GSY icon
729
Invesco Ultra Short Duration ETF
GSY
$3.86B
$867K ﹤0.01%
17,255
– –
DGX icon
730
Quest Diagnostics
DGX
$25.7B
$864K ﹤0.01%
4,535
+283
+7% +$50.2K
XLI icon
731
State Street Industrial Select Sector SPDR ETF
XLI
$32.7B
$853K ﹤0.01%
5,533
-809
-13% -$123K
FFIV icon
732
F5
FFIV
$22.9B
$848K ﹤0.01%
2,623
+121
+5% +$37.9K
PGEN icon
733
Precigen
PGEN
$2.24B
$847K ﹤0.01%
257,465
-105,939
-29% -$299K
AOS icon
734
A.O. Smith
AOS
$8.17B
$846K ﹤0.01%
11,520
-735
-6% -$52.5K
VYMI icon
735
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$844K ﹤0.01%
9,966
+1,540
+18% +$128K
IEUR icon
736
iShares Core MSCI Europe ETF
IEUR
$8.97B
$844K ﹤0.01%
12,386
+619
+5% +$41.3K
WTRG icon
737
Essential Utilities
WTRG
$11.3B
$843K ﹤0.01%
21,122
+758
+4% +$28.9K
QXO
738
QXO Inc
QXO
$13.8B
$829K ﹤0.01%
43,482
+12,585
+41% +$261K
SGOL icon
739
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$827K ﹤0.01%
22,479
– –
ACWX icon
740
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$825K ﹤0.01%
12,689
+1,883
+17% +$118K
BBH icon
741
VanEck Biotech ETF
BBH
$400M
$821K ﹤0.01%
4,958
– –
FNDF icon
742
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$816K ﹤0.01%
19,005
+2,099
+12% +$87.3K
LOPE icon
743
Grand Canyon Education
LOPE
$3.79B
$815K ﹤0.01%
3,712
-367
-9% -$70.5K
SKYY icon
744
First Trust Cloud Computing ETF
SKYY
$2.86B
$812K ﹤0.01%
6,043
-825
-12% -$104K
CHD icon
745
Church & Dwight Co
CHD
$23.4B
$806K ﹤0.01%
9,199
+421
+5% +$39.5K
MTD icon
746
Mettler-Toledo International
MTD
$28.6B
$803K ﹤0.01%
654
+2
+0.3% +$2.51K
XYZ
747
Block Inc
XYZ
$48.4B
$801K ﹤0.01%
11,086
+1,524
+16% +$114K
A icon
748
Agilent Technologies
A
$39.1B
$796K ﹤0.01%
6,198
-20
-0.3% -$2.42K
NEM icon
749
Newmont
NEM
$98.7B
$795K ﹤0.01%
9,433
-476
-5% -$33.2K
HOOD icon
750
Robinhood
HOOD
$77.8B
$790K ﹤0.01%
5,519
-2,377
-30% -$259K
28 29
30
31 32

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.