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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
COIN icon
901
Coinbase
COIN
$38.6B
$445K ﹤0.01%
1,319
+220
+20% +$74.6K
HII icon
902
Huntington Ingalls Industries
HII
$12.9B
$443K ﹤0.01%
1,538
-159
-9% -$42.4K
OKLO
903
Oklo
OKLO
$6.76B
$441K ﹤0.01%
3,951
+1,852
+88% +$145K
NESR
904
National Energy Services Reunited Corp
NESR
$2.72B
$440K ﹤0.01%
42,924
– –
PCAR icon
905
PACCAR
PCAR
$69.8B
$440K ﹤0.01%
4,472
+1,908
+74% +$188K
GLXY
906
Galaxy Digital Inc
GLXY
$4.02B
$440K ﹤0.01%
13,000
-414
-3% -$11.2K
UNM icon
907
Unum
UNM
$13.6B
$437K ﹤0.01%
5,614
+909
+19% +$68.1K
TILT icon
908
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.19B
$436K ﹤0.01%
1,800
– –
UMBF icon
909
UMB Financial
UMBF
$11.1B
$434K ﹤0.01%
3,668
+203
+6% +$23.4K
AIQ icon
910
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$434K ﹤0.01%
8,786
+2,600
+42% +$118K
SFBS
911
ServisFirst Bancshares
SFBS
$4.89B
$433K ﹤0.01%
5,377
– –
CDW icon
912
CDW
CDW
$18.9B
$431K ﹤0.01%
2,708
-199
-7% -$33.8K
CINF icon
913
Cincinnati Financial
CINF
$27.3B
$431K ﹤0.01%
2,724
+827
+44% +$126K
IBTF
914
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$430K ﹤0.01%
18,400
– –
PRI icon
915
Primerica
PRI
$9.98B
$428K ﹤0.01%
1,542
+146
+10% +$39.2K
CCI icon
916
Crown Castle
CCI
$33.3B
$428K ﹤0.01%
4,434
-232
-5% -$23.5K
VWOB icon
917
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$427K ﹤0.01%
6,390
+354
+6% +$23.3K
SU icon
918
Suncor Energy
SU
$79.4B
$427K ﹤0.01%
10,221
+2,247
+28% +$90.1K
AI icon
919
C3.ai
AI
$1.43B
$427K ﹤0.01%
24,607
+4,446
+22% +$92.8K
TTE icon
920
TotalEnergies
TTE
$195B
$426K ﹤0.01%
7,140
+3,141
+79% +$194K
APO icon
921
Apollo Global Management
APO
$72.4B
$424K ﹤0.01%
3,178
+920
+41% +$130K
IUSV icon
922
iShares Core S&P US Value ETF
IUSV
$27.2B
$423K ﹤0.01%
4,228
-102
-2% -$9.93K
SSD icon
923
Simpson Manufacturing
SSD
$7.72B
$422K ﹤0.01%
2,521
-14
-0.6% -$2.5K
CBSH icon
924
Commerce Bancshares
CBSH
$8.53B
$421K ﹤0.01%
7,395
+1,024
+16% +$60.2K
UHS icon
925
Universal Health Services
UHS
$10.2B
$417K ﹤0.01%
2,041
+32
+2% +$5.76K
35 36
37
38 39

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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.