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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
CSL icon
976
Carlisle Companies
CSL
$14.3B
$343K ﹤0.01%
1,041
+100
+11% +$38.1K
PECO icon
977
Phillips Edison & Co
PECO
$5.46B
$343K ﹤0.01%
9,977
– –
PSQH icon
978
PSQ Holdings
PSQH
$13.9M
$340K ﹤0.01%
11,883
– –
IBTG icon
979
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$337K ﹤0.01%
14,700
– –
WPC icon
980
W.P. Carey
WPC
$16.8B
$337K ﹤0.01%
4,984
+1,950
+64% +$128K
IBDQ
981
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$336K ﹤0.01%
13,327
-989
-7% -$24.9K
AMCR icon
982
Amcor
AMCR
$20.8B
$333K ﹤0.01%
8,142
-40
-0.5% -$1.79K
TTD icon
983
Trade Desk
TTD
$8.48B
$333K ﹤0.01%
6,785
-415,890
-98% -$26.4M
INGR icon
984
Ingredion
INGR
$6.27B
$333K ﹤0.01%
2,723
-245
-8% -$31.6K
VLY icon
985
Valley National Bancorp
VLY
$7.9B
$331K ﹤0.01%
31,242
+4,509
+17% +$45.1K
AIZ icon
986
Assurant
AIZ
$13.8B
$329K ﹤0.01%
1,521
-208
-12% -$42.2K
FBIN icon
987
Fortune Brands Innovations
FBIN
$5.88B
$327K ﹤0.01%
6,117
-1,121
-15% -$63.2K
GPN icon
988
Global Payments
GPN
$23B
$326K ﹤0.01%
3,926
+650
+20% +$54.7K
CCL icon
989
Carnival Corporation Ltd
CCL
$38.1B
$325K ﹤0.01%
11,228
-77
-0.7% -$2.33K
ITB icon
990
iShares US Home Construction ETF
ITB
$2.26B
$324K ﹤0.01%
3,022
-150
-5% -$15.8K
GSHD icon
991
Goosehead Insurance
GSHD
$2.2B
$324K ﹤0.01%
4,352
-444,611
-99% -$39.2M
QQQJ icon
992
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$323K ﹤0.01%
9,032
– –
RIVN icon
993
Rivian
RIVN
$22B
$323K ﹤0.01%
22,018
+7,115
+48% +$95.3K
INDA icon
994
iShares MSCI India ETF
INDA
$6.89B
$322K ﹤0.01%
6,189
-6,066
-49% -$324K
SCZ icon
995
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$321K ﹤0.01%
4,185
+305
+8% +$22.8K
SSNC icon
996
SS&C Technologies
SSNC
$18.1B
$320K ﹤0.01%
3,604
+391
+12% +$33.8K
EUAD
997
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.2B
$318K ﹤0.01%
6,764
– –
LLYVK icon
998
Liberty Live Group Series C
LLYVK
$9.07B
$318K ﹤0.01%
3,275
+1,207
+58% +$109K
VIOV icon
999
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$315K ﹤0.01%
3,313
-111
-3% -$10.2K
JNK icon
1000
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$315K ﹤0.01%
3,214
+1,314
+69% +$128K
38 39
40
41 42

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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.