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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
GLNG icon
2376
Golar LNG
GLNG
$4.91B
$10.2K ﹤0.01%
252
-6
-2% -$248
AXGN icon
2377
Axogen
AXGN
$2.2B
$10.2K ﹤0.01%
570
– –
ERIC icon
2378
Ericsson
ERIC
$32.1B
$10.2K ﹤0.01%
1,228
-404
-25% -$3.16K
URGN icon
2379
UroGen Pharma
URGN
$2B
$10.2K ﹤0.01%
509
– –
ICSH icon
2380
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.07B
$10.2K ﹤0.01%
200
-1,123
-85% -$56.9K
TILE icon
2381
Interface
TILE
$1.96B
$10.1K ﹤0.01%
350
+248
+243% +$6.26K
ASBP
2382
Aspire Biopharma
ASBP
$8.7M
$10.1K ﹤0.01%
41
+35
+583% +$17.5K
CALX icon
2383
Calix
CALX
$2.22B
$10.1K ﹤0.01%
+164
New +$9.45K
ARKQ icon
2384
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.88B
$10.1K ﹤0.01%
90
+4
+5% +$395
ONC
2385
BeOne Medicines Ltd
ONC
$33.4B
$10K ﹤0.01%
29
+8
+38% +$2.43K
NEU icon
2386
NewMarket
NEU
$7.97B
$9.94K ﹤0.01%
12
+1
+9% +$770
APG icon
2387
APi Group
APG
$17B
$9.93K ﹤0.01%
289
+37
+15% +$1.29K
ANF icon
2388
Abercrombie & Fitch
ANF
$4.45B
$9.92K ﹤0.01%
116
-29
-20% -$2.71K
USDU icon
2389
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$455M
$9.92K ﹤0.01%
376
– –
LAR
2390
Lithium Argentina AG
LAR
$972M
$9.92K ﹤0.01%
2,970
-500
-14% -$1.51K
LEVI icon
2391
Levi Strauss
LEVI
$9.45B
$9.81K ﹤0.01%
421
– –
TCHP icon
2392
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.08B
$9.78K ﹤0.01%
200
– –
KXI icon
2393
iShares Global Consumer Staples ETF
KXI
$1.07B
$9.72K ﹤0.01%
151
+76
+101% +$4.97K
OMF icon
2394
OneMain Financial
OMF
$7.32B
$9.71K ﹤0.01%
172
-315
-65% -$18.6K
MAN icon
2395
ManpowerGroup
MAN
$2.41B
$9.7K ﹤0.01%
256
– –
AEBI
2396
Aebi Schmidt Holding AG
AEBI
$1.01B
$9.69K ﹤0.01%
+777
New +$9.77K
MTBA icon
2397
Simplify MBS ETF
MTBA
$1.52B
$9.67K ﹤0.01%
+192
New +$9.64K
ENS icon
2398
EnerSys
ENS
$6.74B
$9.49K ﹤0.01%
84
-17
-17% -$1.67K
CCC
2399
CCC Intelligent Solutions
CCC
$3.56B
$9.45K ﹤0.01%
1,037
– –
WDS icon
2400
Woodside Energy
WDS
$44.4B
$9.45K ﹤0.01%
628
-258
-29% -$4.25K
94 95
96
97 98

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CWM
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VRS
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FAF
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BGIM
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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.