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
REXR icon
1176
Rexford Industrial Realty
REXR
$8.42B
$202K ﹤0.01%
4,919
+4,646
+1,702% +$182K
AMX icon
1177
America Movil
AMX
$76.1B
$201K ﹤0.01%
9,593
-2,400
-20% -$45.7K
ETH
1178
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.7B
$201K ﹤0.01%
5,130
+850
+20% +$31.4K
CMC icon
1179
Commercial Metals
CMC
$7.6B
$200K ﹤0.01%
3,497
+998
+40% +$55.1K
ADX icon
1180
Adams Diversified Equity Fund
ADX
$3.13B
$200K ﹤0.01%
8,957
+7,981
+818% +$174K
JXN icon
1181
Jackson Financial
JXN
$8.53B
$199K ﹤0.01%
1,965
+541
+38% +$50.5K
IBKR icon
1182
Interactive Brokers
IBKR
$39.2B
$198K ﹤0.01%
2,880
-1,008
-26% -$63.4K
FSK icon
1183
FS KKR Capital
FSK
$2.96B
$198K ﹤0.01%
13,265
-1,000
-7% -$18.9K
DLS icon
1184
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$198K ﹤0.01%
2,487
+89
+4% +$6.93K
MRNA icon
1185
Moderna
MRNA
$21.8B
$197K ﹤0.01%
7,639
-756
-9% -$21.1K
HTZWW
1186
Hertz Global Holdings Warrants
HTZWW
$66M
$197K ﹤0.01%
53,253
+27
+0.1% +$94
VTIP icon
1187
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$197K ﹤0.01%
3,890
-625
-14% -$31.5K
ALV icon
1188
Autoliv
ALV
$9.02B
$197K ﹤0.01%
1,594
– –
CGUS icon
1189
Capital Group Core Equity ETF
CGUS
$11.4B
$197K ﹤0.01%
4,976
+2,206
+80% +$84.7K
AVT icon
1190
Avnet
AVT
$7.29B
$197K ﹤0.01%
3,760
-640
-15% -$34.4K
IGLB icon
1191
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$196K ﹤0.01%
3,811
+64
+2% +$3.23K
MOG.A icon
1192
Moog Inc Class A
MOG.A
$12.4B
$196K ﹤0.01%
944
+267
+39% +$51.6K
BGRN icon
1193
iShares USD Green Bond ETF
BGRN
$497M
$196K ﹤0.01%
4,070
– –
NEOG icon
1194
Neogen
NEOG
$2.63B
$196K ﹤0.01%
34,289
-1,101
-3% -$5.88K
COLB icon
1195
Columbia Banking Systems
COLB
$8.84B
$195K ﹤0.01%
7,595
+347
+5% +$8.81K
SIGA icon
1196
SIGA Technologies
SIGA
$235M
$195K ﹤0.01%
21,316
– –
USPH icon
1197
US Physical Therapy
USPH
$1.2B
$194K ﹤0.01%
2,289
+10
+0.4% +$801
SNCY
1198
DELISTED
Sun Country Airlines
SNCY
$194K ﹤0.01%
16,448
+469
+3% +$5.8K
HRB icon
1199
H&R Block
HRB
$5.58B
$194K ﹤0.01%
3,835
+348
+10% +$18.4K
ZION icon
1200
Zions Bancorporation
ZION
$10.2B
$194K ﹤0.01%
3,425
+1,606
+88% +$89.4K
46 47
48
49 50

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.