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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
SLVM icon
2301
Sylvamo
SLVM
$1.49B
$12.8K ﹤0.01%
290
+1
+0.3% +$46
GABC icon
2302
German American Bancorp
GABC
$1.92B
$12.8K ﹤0.01%
326
-3
-0.9% -$121
FEZ icon
2303
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$12.8K ﹤0.01%
206
+161
+358% +$9.67K
RC
2304
Ready Capital
RC
$261M
$12.8K ﹤0.01%
3,300
+1,500
+83% +$6.33K
JSI icon
2305
Janus Henderson Securitized Income ETF
JSI
$1.52B
$12.8K ﹤0.01%
+244
New +$12.8K
OXSQ icon
2306
Oxford Square Capital
OXSQ
$151M
$12.7K ﹤0.01%
8,000
– –
HAFN icon
2307
Hafnia
HAFN
$3.84B
$12.7K ﹤0.01%
+2,123
New +$12.1K
IMCR icon
2308
Immunocore
IMCR
$1.72B
$12.7K ﹤0.01%
350
-16
-4% -$544
CTS icon
2309
CTS Corp
CTS
$1.79B
$12.7K ﹤0.01%
318
– –
RGEN icon
2310
Repligen
RGEN
$8.1B
$12.7K ﹤0.01%
95
+15
+19% +$1.82K
AL
2311
DELISTED
Air Lease Corp
AL
$12.7K ﹤0.01%
199
+4
+2% +$239
TECS icon
2312
Direxion Daily Technology Bear 3x ETF
TECS
$69.3M
$12.6K ﹤0.01%
65
+1
+2% +$236
UTL icon
2313
Unitil
UTL
$980M
$12.6K ﹤0.01%
263
+44
+20% +$2.15K
HIBL icon
2314
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$75.1M
$12.6K ﹤0.01%
213
– –
CURE icon
2315
Direxion Daily Healthcare Bull 3X ETF
CURE
$181M
$12.5K ﹤0.01%
150
– –
ITGR icon
2316
Integer Holdings
ITGR
$3.42B
$12.5K ﹤0.01%
121
+73
+152% +$7.94K
ALX
2317
Alexander's
ALX
$1.36B
$12.4K ﹤0.01%
+53
New +$12.5K
PHG icon
2318
Philips
PHG
$25.8B
$12.4K ﹤0.01%
472
+1
+0.2% +$26
QS icon
2319
QuantumScape Corp
QS
$3.22B
$12.3K ﹤0.01%
1,000
-775
-44% -$7.56K
QUBT icon
2320
Quantum Computing Inc
QUBT
$1.81B
$12.2K ﹤0.01%
665
-350
-34% -$6K
PONY
2321
Pony AI Inc
PONY
$3.45B
$12.2K ﹤0.01%
544
– –
SAR icon
2322
Saratoga Investment
SAR
$307M
$12.2K ﹤0.01%
500
-200
-29% -$4.99K
UTZ icon
2323
Utz Brands
UTZ
$1.25B
$12.2K ﹤0.01%
1,000
– –
EEMA icon
2324
iShares MSCI Emerging Markets Asia ETF
EEMA
$826M
$12.1K ﹤0.01%
+132
New +$11.4K
DJT icon
2325
Trump Media & Technology Group
DJT
$2.87B
$12.1K ﹤0.01%
735
-300
-29% -$5.32K
91 92
93
94 95

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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.