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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
CCO icon
751
Clear Channel Outdoor Holdings
CCO
$1.23B
$790K ﹤0.01%
500,000
– –
CPSH icon
752
CPS Technologies
CPSH
$75.5M
$789K ﹤0.01%
221,024
– –
FSS icon
753
Federal Signal
FSS
$7.63B
$788K ﹤0.01%
6,621
+559
+9% +$67.1K
BIZD icon
754
VanEck BDC Income ETF
BIZD
$1.59B
$785K ﹤0.01%
52,541
+2,734
+5% +$43.7K
STIP icon
755
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$769K ﹤0.01%
7,440
+1,330
+22% +$137K
MKTX icon
756
MarketAxess Holdings
MKTX
$5.71B
$766K ﹤0.01%
4,393
-167
-4% -$32.7K
RPM icon
757
RPM International
RPM
$13.7B
$764K ﹤0.01%
6,484
-1,985
-23% -$238K
TIP icon
758
iShares TIPS Bond ETF
TIP
$14.6B
$757K ﹤0.01%
6,807
+133
+2% +$14.7K
DOW icon
759
Dow Inc
DOW
$21.9B
$754K ﹤0.01%
32,870
+4,925
+18% +$123K
VRSN icon
760
VeriSign
VRSN
$26.2B
$753K ﹤0.01%
2,695
+219
+9% +$61.2K
ACGL icon
761
Arch Capital
ACGL
$34.3B
$749K ﹤0.01%
8,251
-428
-5% -$38.4K
CLS icon
762
Celestica
CLS
$38.1B
$740K ﹤0.01%
3,005
+684
+29% +$138K
GPC icon
763
Genuine Parts
GPC
$17.1B
$733K ﹤0.01%
5,291
+307
+6% +$41.2K
VTS icon
764
Vitesse Energy
VTS
$651M
$719K ﹤0.01%
30,965
+1,306
+4% +$32.1K
NHTC icon
765
Natural Health Trends
NHTC
$14.7M
$716K ﹤0.01%
160,000
-141,683
-47% -$644K
FNDA icon
766
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$713K ﹤0.01%
22,892
-1,996
-8% -$60.6K
IUSG icon
767
iShares Core S&P US Growth ETF
IUSG
$31.7B
$713K ﹤0.01%
4,333
-277
-6% -$43.5K
AEM icon
768
Agnico Eagle Mines
AEM
$73.6B
$711K ﹤0.01%
4,222
+743
+21% +$102K
TPL icon
769
Texas Pacific Land
TPL
$27.8B
$711K ﹤0.01%
2,283
-168
-7% -$52.9K
NDAQ icon
770
Nasdaq
NDAQ
$52.7B
$709K ﹤0.01%
8,015
-229
-3% -$21.2K
UYG icon
771
ProShares Ultra Financials
UYG
$828M
$709K ﹤0.01%
7,140
-999
-12% -$96.6K
HDV
772
iShares Core High Dividend ETF
HDV
$14.5B
$705K ﹤0.01%
28,805
-1,960
-6% -$47.4K
RDIV icon
773
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$705K ﹤0.01%
13,534
– –
FCX icon
774
Freeport-McMoran
FCX
$90B
$699K ﹤0.01%
17,834
-9,401
-35% -$408K
KPLT icon
775
Katapult Holdings
KPLT
$30.4M
$699K ﹤0.01%
58,471
+4,249
+8% +$60.9K
29 30
31
32 33

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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.