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
VALE icon
2076
Vale
VALE
$64.1B
$25K ﹤0.01%
2,300
-488
-18% -$4.98K
COLD icon
2077
Americold
COLD
$4.02B
$25K ﹤0.01%
2,040
-111
-5% -$1.65K
PSO icon
2078
Pearson
PSO
$10.2B
$24.9K ﹤0.01%
1,757
+1,590
+952% +$22.9K
USO icon
2079
United States Oil Fund
USO
$2.15B
$24.9K ﹤0.01%
337
– –
CNXN icon
2080
PC Connection
CNXN
$2.11B
$24.8K ﹤0.01%
400
– –
ALTL icon
2081
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.1M
$24.5K ﹤0.01%
578
– –
EUFN icon
2082
iShares MSCI Europe Financials ETF
EUFN
$4.14B
$24.4K ﹤0.01%
711
-40
-5% -$1.33K
FENI icon
2083
Fidelity Enhanced International ETF
FENI
$10.8B
$24.3K ﹤0.01%
690
-1
-0.1% -$34
SPTL icon
2084
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$24.3K ﹤0.01%
901
-875
-49% -$23.1K
M icon
2085
Macy's
M
$6.53B
$24.2K ﹤0.01%
1,352
+63
+5% +$892
CRVL icon
2086
CorVel
CRVL
$3.06B
$24.2K ﹤0.01%
312
+10
+3% +$892
CGDG icon
2087
Capital Group Dividend Growers ETF
CGDG
$5.43B
$24.1K ﹤0.01%
+696
New +$23.7K
IYE icon
2088
iShares US Energy ETF
IYE
$1.74B
$24.1K ﹤0.01%
507
– –
BFIN
2089
DELISTED
BankFinancial
BFIN
$24.1K ﹤0.01%
2,000
– –
CTA icon
2090
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$24K ﹤0.01%
859
-280
-25% -$7.73K
PJT icon
2091
PJT Partners
PJT
$4.35B
$24K ﹤0.01%
135
+26
+24% +$4.68K
JD icon
2092
JD.com
JD
$44.6B
$24K ﹤0.01%
686
-141
-17% -$4.59K
DXPE icon
2093
DXP Enterprises
DXPE
$2.43B
$23.9K ﹤0.01%
201
+200
+20,000% +$22.4K
MMSI icon
2094
Merit Medical Systems
MMSI
$5.07B
$23.9K ﹤0.01%
287
+127
+79% +$11.1K
MOO icon
2095
VanEck Agribusiness ETF
MOO
$972M
$23.9K ﹤0.01%
+325
New +$24K
LIF
2096
Life360
LIF
$4.38B
$23.8K ﹤0.01%
+224
New +$18.9K
RPRX icon
2097
Royalty Pharma
RPRX
$25.9B
$23.7K ﹤0.01%
672
+633
+1,623% +$22.9K
DAY
2098
DELISTED
Dayforce
DAY
$23.7K ﹤0.01%
344
-54
-14% -$3.36K
ICVT icon
2099
iShares Convertible Bond ETF
ICVT
$7.2B
$23.4K ﹤0.01%
+234
New +$22K
ARIS
2100
DELISTED
Aris Water Solutions
ARIS
$23.4K ﹤0.01%
+949
New +$22K
82 83
84
85 86

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.