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
ADBE icon
76
Adobe
ADBE
$89.5B
$214M 0.37%
605,610
-269,579
-31% -$96.7M
ISRG icon
77
Intuitive Surgical
ISRG
$121B
$209M 0.36%
466,336
-4,982
-1% -$2.39M
FIS icon
78
Fidelity National Information Services
FIS
$21.5B
$206M 0.35%
3,119,616
-50,044
-2% -$3.65M
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.07T
$201M 0.34%
399,485
-1,102
-0.3% -$534K
PANW icon
80
Palo Alto Networks
PANW
$264B
$199M 0.34%
979,731
-13,245
-1% -$2.54M
DXCM icon
81
DexCom
DXCM
$27.6B
$196M 0.34%
2,907,801
+2,294,709
+374% +$182M
ORLY icon
82
O'Reilly Automotive
ORLY
$72.4B
$194M 0.33%
1,795,044
-6,131
-0.3% -$616K
IAU icon
83
iShares Gold Trust
IAU
$63B
$193M 0.33%
2,651,432
+98,811
+4% +$6.45M
PGR icon
84
Progressive
PGR
$124B
$190M 0.32%
767,549
+731,207
+2,012% +$180M
JEPI icon
85
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$184M 0.32%
3,228,749
-142,960
-4% -$8.12M
CTAS icon
86
Cintas
CTAS
$82.4B
$182M 0.31%
886,708
-6,116
-0.7% -$1.31M
SGOV icon
87
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$182M 0.31%
1,806,261
+234,636
+15% +$23.6M
VTV icon
88
Vanguard Value ETF
VTV
$189B
$178M 0.3%
952,759
-40,462
-4% -$7.33M
SCHW
89
Charles Schwab
SCHW
$177B
$173M 0.3%
1,810,337
-29,055
-2% -$2.76M
OKE icon
90
Oneok
OKE
$58.7B
$172M 0.29%
2,354,725
-315,017
-12% -$24.1M
BN icon
91
Brookfield
BN
$102B
$171M 0.29%
3,736,032
+7,773
+0.2% +$344K
TRGP icon
92
Targa Resources
TRGP
$60.4B
$169M 0.29%
1,007,421
+37,065
+4% +$6.17M
OWL icon
93
Blue Owl Capital
OWL
$6.39B
$166M 0.28%
9,804,222
+1,751,018
+22% +$33.3M
PAVE icon
94
Global X US Infrastructure Development ETF
PAVE
$14.3B
$163M 0.28%
3,422,644
+187,627
+6% +$8.64M
ARES icon
95
Ares Management
ARES
$28.5B
$161M 0.28%
1,007,852
+76,073
+8% +$13.7M
TMUS icon
96
T-Mobile US
TMUS
$193B
$160M 0.27%
668,629
-24,556
-4% -$5.94M
MELI icon
97
Mercado Libre
MELI
$91.3B
$159M 0.27%
68,243
+655
+1% +$1.57M
TSM icon
98
TSMC
TSM
$2.09T
$158M 0.27%
564,893
-25,221
-4% -$6.17M
IWM icon
99
iShares Russell 2000 ETF
IWM
$80.9B
$155M 0.27%
640,622
+15,281
+2% +$3.51M
CSGP icon
100
CoStar Group
CSGP
$11.3B
$154M 0.26%
1,823,106
-13,189
-0.7% -$1.17M
2 3
4
5 6

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.