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
QURE icon
1801
uniQure
QURE
$3.03B
$49.6K ﹤0.01%
+850
New +$15.4K
JOBY icon
1802
Joby Aviation
JOBY
$7.03B
$49.5K ﹤0.01%
3,068
– –
SPGP icon
1803
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$49.4K ﹤0.01%
435
-215
-33% -$23.8K
ECG
1804
Everus Construction Group
ECG
$6.4B
$49.3K ﹤0.01%
575
+20
+4% +$1.49K
ALEX
1805
DELISTED
Alexander & Baldwin
ALEX
$49.2K ﹤0.01%
+2,707
New +$49.7K
LFUS icon
1806
Littelfuse
LFUS
$11.2B
$49.2K ﹤0.01%
190
+1
+0.5% +$250
NVG icon
1807
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$49.2K ﹤0.01%
4,000
– –
FSMD icon
1808
Fidelity Small-Mid Multifactor ETF
FSMD
$2.51B
$49.1K ﹤0.01%
1,116
– –
NXT icon
1809
Nextpower Inc
NXT
$13.6B
$49.1K ﹤0.01%
663
+4
+0.6% +$258
TSLX icon
1810
Sixth Street Specialty
TSLX
$1.63B
$49K ﹤0.01%
2,144
– –
PCVX icon
1811
Vaxcyte
PCVX
$7.81B
$48.8K ﹤0.01%
1,356
+1,350
+22,500% +$44.7K
DOX icon
1812
Amdocs
DOX
$5.92B
$48.8K ﹤0.01%
595
+390
+190% +$33.8K
NVEC icon
1813
NVE Corp
NVEC
$562M
$48.7K ﹤0.01%
+746
New +$50.6K
PTIR
1814
GraniteShares 2x Long PLTR Daily ETF
PTIR
$280M
$48.7K ﹤0.01%
1,500
– –
AIRR icon
1815
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.1B
$48.5K ﹤0.01%
502
+260
+107% +$23.3K
PDP icon
1816
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
$48.4K ﹤0.01%
410
– –
PCH
1817
DELISTED
PotlatchDeltic
PCH
$48.2K ﹤0.01%
1,184
+810
+217% +$33.6K
CGHM
1818
Capital Group Municipal High-Income ETF
CGHM
$3.2B
$48.2K ﹤0.01%
+1,907
New +$47.2K
FHB icon
1819
First Hawaiian
FHB
$3.38B
$48.2K ﹤0.01%
+1,942
New +$49K
E icon
1820
ENI
E
$80.5B
$48K ﹤0.01%
+1,374
New +$47.4K
UHAL.B icon
1821
U-Haul Holding Co Series N
UHAL.B
$12.2B
$47.9K ﹤0.01%
941
+5
+0.5% +$266
LBRT icon
1822
Liberty Energy
LBRT
$3.05B
$47.6K ﹤0.01%
3,855
+3,550
+1,164% +$41.1K
ETSY icon
1823
Etsy
ETSY
$7.75B
$47.5K ﹤0.01%
716
-100
-12% -$5.97K
KT icon
1824
KT
KT
$8.62B
$47.5K ﹤0.01%
2,436
-209
-8% -$4.26K
AFLG icon
1825
First Trust Active Factor Large Cap ETF
AFLG
$704M
$47.5K ﹤0.01%
1,223
– –
71 72
73
74 75

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.