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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
HOLX
926
DELISTED
Hologic
HOLX
$416K ﹤0.01%
6,159
+965
+19% +$64.1K
MTB icon
927
M&T Bank
MTB
$35.7B
$415K ﹤0.01%
2,099
+260
+14% +$51K
BAH icon
928
Booz Allen Hamilton
BAH
$8.39B
$415K ﹤0.01%
4,150
-140
-3% -$15K
LII icon
929
Lennox International
LII
$14.4B
$411K ﹤0.01%
777
+43
+6% +$25.1K
KTOS icon
930
Kratos Defense & Security Solutions
KTOS
$8.74B
$410K ﹤0.01%
4,491
+3,615
+413% +$232K
WOOD icon
931
iShares Global Timber & Forestry ETF
WOOD
$268M
$408K ﹤0.01%
5,560
– –
DRLL icon
932
Strive US Energy ETF
DRLL
$298M
$406K ﹤0.01%
14,133
– –
BBIO icon
933
BridgeBio Pharma
BBIO
$15.7B
$403K ﹤0.01%
7,759
+6,156
+384% +$300K
FNB icon
934
FNB Corp
FNB
$6.73B
$403K ﹤0.01%
24,994
+5,940
+31% +$94.5K
NVR icon
935
NVR
NVR
$16.5B
$402K ﹤0.01%
50
– –
FMC icon
936
FMC
FMC
$1.34B
$400K ﹤0.01%
11,881
-19
-0.2% -$741
DBX icon
937
Dropbox
DBX
$7.6B
$398K ﹤0.01%
13,166
+1,758
+15% +$50.3K
PDI icon
938
PIMCO Dynamic Income Fund
PDI
$7.39B
$396K ﹤0.01%
20,023
+5,763
+40% +$112K
OHI icon
939
Omega Healthcare
OHI
$15.1B
$392K ﹤0.01%
9,296
+4,292
+86% +$173K
PFG icon
940
Principal Financial Group
PFG
$24.3B
$391K ﹤0.01%
4,711
+411
+10% +$32.9K
FDS icon
941
Factset
FDS
$9.36B
$390K ﹤0.01%
1,360
-110
-7% -$42K
GATX icon
942
GATX Corp
GATX
$6.35B
$389K ﹤0.01%
2,223
-622
-22% -$101K
PNW icon
943
Pinnacle West Capital
PNW
$12.2B
$386K ﹤0.01%
4,307
+719
+20% +$64.7K
IDN icon
944
Intellicheck
IDN
$73.1M
$386K ﹤0.01%
74,189
+2,381
+3% +$12.5K
QQQM icon
945
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$384K ﹤0.01%
1,552
+23
+2% +$5.42K
RKLB icon
946
Rocket Lab Corp
RKLB
$40.6B
$381K ﹤0.01%
7,948
+1,747
+28% +$79.2K
PSLV icon
947
Sprott Physical Silver Trust
PSLV
$12B
$379K ﹤0.01%
24,160
-100
-0.4% -$1.34K
MUSA icon
948
Murphy USA
MUSA
$11.2B
$379K ﹤0.01%
976
+165
+20% +$65.3K
FNDE icon
949
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.72B
$378K ﹤0.01%
10,465
+3,714
+55% +$128K
LNC icon
950
Lincoln National
LNC
$8.73B
$375K ﹤0.01%
9,305
+1,411
+18% +$54.6K
36 37
38
39 40

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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.