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
USAC icon
2326
USA Compression Partners
USAC
$3.79B
$12K ﹤0.01%
+500
New +$12K
DAR icon
2327
Darling Ingredients
DAR
$9.69B
$11.9K ﹤0.01%
387
-18,262
-98% -$610K
UTG icon
2328
Reaves Utility Income Fund
UTG
$3.52B
$11.9K ﹤0.01%
302
+2
+0.7% +$75
BZH icon
2329
Beazer Homes USA
BZH
$891M
$11.9K ﹤0.01%
+485
New +$11.9K
FOLD
2330
DELISTED
Amicus Therapeutics
FOLD
$11.9K ﹤0.01%
1,505
– –
TEO icon
2331
Telecom Argentina
TEO
$5.99B
$11.7K ﹤0.01%
1,614
– –
MIDD icon
2332
Middleby
MIDD
$6.03B
$11.7K ﹤0.01%
88
-32
-27% -$4.44K
AGYS icon
2333
Agilysys
AGYS
$3.04B
$11.7K ﹤0.01%
111
-5
-4% -$553
SMIN icon
2334
iShares MSCI India Small-Cap ETF
SMIN
$753M
$11.6K ﹤0.01%
162
-150
-48% -$11.1K
SBRA icon
2335
Sabra Healthcare REIT
SBRA
$5.38B
$11.6K ﹤0.01%
623
+596
+2,207% +$11.1K
NOAH
2336
Noah Holdings
NOAH
$583M
$11.6K ﹤0.01%
+1,000
New +$12K
HOMB icon
2337
Home BancShares
HOMB
$6.25B
$11.6K ﹤0.01%
409
-78
-16% -$2.27K
PNFP icon
2338
Pinnacle Financial Partners Inc
PNFP
$15.8B
$11.5K ﹤0.01%
123
+3
+3% +$299
RWL icon
2339
Invesco S&P 500 Revenue ETF
RWL
$9.58B
$11.5K ﹤0.01%
104
– –
ALE
2340
DELISTED
Allete
ALE
$11.4K ﹤0.01%
172
– –
FEP icon
2341
First Trust Europe AlphaDEX Fund
FEP
$526M
$11.4K ﹤0.01%
223
– –
BBUC
2342
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.5B
$11.4K ﹤0.01%
340
– –
NVAX icon
2343
Novavax
NVAX
$1.22B
$11.4K ﹤0.01%
1,313
– –
ESGE icon
2344
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
$11.4K ﹤0.01%
262
– –
TDOC icon
2345
Teladoc Health
TDOC
$1.2B
$11.4K ﹤0.01%
1,472
-541
-27% -$4.22K
TECK icon
2346
Teck Resources
TECK
$30.7B
$11.4K ﹤0.01%
+259
New +$9.41K
IHS icon
2347
IHS Holding
IHS
$2.76B
$11.3K ﹤0.01%
1,664
+527
+46% +$3.52K
NSIT icon
2348
Insight Enterprises
NSIT
$3.86B
$11.3K ﹤0.01%
100
– –
SFL icon
2349
SFL Corp
SFL
$1.64B
$11.3K ﹤0.01%
1,500
– –
TCX icon
2350
Tucows
TCX
$108M
$11.1K ﹤0.01%
600
– –
92 93
94
95 96

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.