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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
FTI icon
1451
TechnipFMC
FTI
$28.1B
$109K ﹤0.01%
2,769
+2,470
+826% +$90.4K
MUFG icon
1452
Mitsubishi UFJ Financial
MUFG
$253B
$109K ﹤0.01%
6,846
-3,719
-35% -$55.1K
CPRX
1453
DELISTED
Catalyst Pharmaceutical
CPRX
$109K ﹤0.01%
5,528
+1,331
+32% +$27.4K
SR icon
1454
Spire
SR
$4.72B
$108K ﹤0.01%
+1,325
New +$101K
USLM icon
1455
United States Lime & Minerals
USLM
$3.16B
$108K ﹤0.01%
+820
New +$94.7K
IBN icon
1456
ICICI Bank
IBN
$108B
$107K ﹤0.01%
3,535
+106
+3% +$3.46K
OTTR icon
1457
Otter Tail
OTTR
$3.71B
$107K ﹤0.01%
1,300
– –
GPI icon
1458
Group 1 Automotive
GPI
$3.42B
$106K ﹤0.01%
243
– –
HAP icon
1459
VanEck Natural Resources ETF
HAP
$302M
$106K ﹤0.01%
1,858
– –
IIIV icon
1460
i3 Verticals
IIIV
$412M
$106K ﹤0.01%
3,265
-1,836
-36% -$55.3K
CIGI icon
1461
Colliers International
CIGI
$5.04B
$106K ﹤0.01%
677
– –
UMAC icon
1462
Unusual Machines
UMAC
$1.01B
$106K ﹤0.01%
7,000
+4,000
+133% +$42.1K
Z icon
1463
Zillow
Z
$7.79B
$106K ﹤0.01%
1,370
+6
+0.4% +$490
SPB icon
1464
Spectrum Brands
SPB
$2.04B
$106K ﹤0.01%
2,009
+18
+0.9% +$998
FTRE icon
1465
Fortrea Holdings
FTRE
$1.82B
$105K ﹤0.01%
12,501
– –
KMPR icon
1466
Kemper
KMPR
$1.67B
$105K ﹤0.01%
2,033
+59
+3% +$3.31K
CPB icon
1467
Campbell Soup
CPB
$6.55B
$105K ﹤0.01%
3,318
-54
-2% -$1.75K
PCY icon
1468
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$105K ﹤0.01%
4,850
– –
THC icon
1469
Tenet Healthcare
THC
$20.5B
$104K ﹤0.01%
513
-3,528
-87% -$626K
ETW
1470
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
$104K ﹤0.01%
11,506
+254
+2% +$2.25K
VPLS
1471
Vanguard Core Plus Bond ETF
VPLS
$1.65B
$104K ﹤0.01%
+1,321
New +$103K
TKO icon
1472
TKO Group
TKO
$13.6B
$104K ﹤0.01%
514
+201
+64% +$36.7K
EMBC icon
1473
Embecta
EMBC
$216M
$104K ﹤0.01%
7,356
-36
-0.5% -$455
MTG icon
1474
MGIC Investment
MTG
$6.16B
$104K ﹤0.01%
3,656
-694
-16% -$18.9K
PPL
1475
PPL Corp
PPL
$26.5B
$104K ﹤0.01%
2,791
+191
+7% +$6.86K
57 58
59
60 61

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CWM
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VRS
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FAF
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BGIM
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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.