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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
COR icon
151
Cencora
COR
$60B
$83.1M 0.14%
266,003
-38,453
-13% -$11.3M
CL icon
152
Colgate-Palmolive
CL
$71.6B
$81.5M 0.14%
1,019,450
-1,136
-0.1% -$96.9K
PG icon
153
Procter & Gamble
PG
$338B
$81.4M 0.14%
530,077
-2,597
-0.5% -$406K
DDOG icon
154
Datadog
DDOG
$97.4B
$78.1M 0.13%
548,801
-10,455
-2% -$1.44M
MLPB icon
155
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$251M
$77.9M 0.13%
3,115,413
-55,626
-2% -$1.43M
FOUR icon
156
Shift4
FOUR
$4.31B
$77.6M 0.13%
1,002,734
-32,615
-3% -$3.03M
VEEV icon
157
Veeva Systems
VEEV
$33.5B
$77.4M 0.13%
259,837
-5,364
-2% -$1.51M
AXP icon
158
American Express
AXP
$233B
$75.3M 0.13%
226,643
+15,680
+7% +$4.99M
IRM icon
159
Iron Mountain
IRM
$36.9B
$73.5M 0.13%
721,087
-12,162
-2% -$1.17M
SHEL icon
160
Shell
SHEL
$252B
$73.1M 0.13%
1,021,995
+36,975
+4% +$2.66M
BABA icon
161
Alibaba
BABA
$305B
$71.6M 0.12%
400,765
+555
+0.1% +$72.7K
RSP icon
162
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$71.5M 0.12%
377,069
-1,592
-0.4% -$297K
ROST icon
163
Ross Stores
ROST
$81.1B
$70.8M 0.12%
464,526
-10,748
-2% -$1.53M
CAH icon
164
Cardinal Health
CAH
$55.2B
$69.3M 0.12%
441,788
-5,342
-1% -$825K
ROL icon
165
Rollins
ROL
$18.4B
$67.8M 0.12%
1,154,138
-6,421
-0.6% -$365K
AAXJ icon
166
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.7B
$66.9M 0.11%
733,327
-6,629
-0.9% -$573K
EQIX icon
167
Equinix
EQIX
$102B
$66.1M 0.11%
84,368
-2,538
-3% -$1.98M
LYG icon
168
Lloyds Banking Group
LYG
$90.9B
$64.1M 0.11%
14,129,519
+622,552
+5% +$2.72M
NVS icon
169
Novartis
NVS
$292B
$63.6M 0.11%
495,791
+18,447
+4% +$2.25M
WM icon
170
Waste Management
WM
$90.5B
$63.3M 0.11%
286,675
-1,968
-0.7% -$443K
MAR icon
171
Marriott International
MAR
$90.4B
$63.1M 0.11%
242,432
+49,423
+26% +$13.3M
SPYG icon
172
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53B
$62.9M 0.11%
601,566
+302,395
+101% +$30.1M
BIPC icon
173
Brookfield Infrastructure
BIPC
$4.97B
$61.1M 0.1%
1,485,063
-49,095
-3% -$1.99M
STEP icon
174
StepStone Group
STEP
$3.83B
$61M 0.1%
934,299
-2,897
-0.3% -$177K
MTDR icon
175
Matador Resources
MTDR
$6.06B
$61M 0.1%
1,356,666
+3,081
+0.2% +$150K
5 6
7
8 9

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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.