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
PCT icon
2401
PureCycle Technologies
PCT
$1.27B
$9.44K ﹤0.01%
718
– –
HIPS icon
2402
GraniteShares HIPS US High Income ETF
HIPS
$109M
$9.43K ﹤0.01%
800
– –
TEX icon
2403
Terex
TEX
$7.11B
$9.39K ﹤0.01%
183
+35
+24% +$1.78K
ACA icon
2404
Arcosa
ACA
$7.13B
$9.37K ﹤0.01%
100
– –
VYGR icon
2405
Voyager Therapeutics
VYGR
$189M
$9.34K ﹤0.01%
+2,000
New +$7.24K
CRBN icon
2406
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
$9.3K ﹤0.01%
41
– –
NAD icon
2407
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$9.29K ﹤0.01%
795
– –
GAB icon
2408
Gabelli Equity Trust
GAB
$1.76B
$9.26K ﹤0.01%
1,520
+36
+2% +$216
UVE icon
2409
Universal Insurance Holdings
UVE
$1.23B
$9.21K ﹤0.01%
350
+91
+35% +$2.25K
GIC icon
2410
Global Industrial
GIC
$1.35B
$9.17K ﹤0.01%
250
– –
ASA
2411
ASA Gold and Precious Metals
ASA
$955M
$9.16K ﹤0.01%
200
– –
EVER icon
2412
EverQuote
EVER
$886M
$9.15K ﹤0.01%
400
– –
YORW icon
2413
York Water
YORW
$501M
$9.13K ﹤0.01%
300
+235
+362% +$7.29K
GME icon
2414
GameStop
GME
$9.82B
$9.11K ﹤0.01%
334
+28
+9% +$664
PBR icon
2415
Petrobras
PBR
$123B
$9.09K ﹤0.01%
718
+210
+41% +$2.64K
DRS icon
2416
Leonardo DRS
DRS
$12.2B
$9.08K ﹤0.01%
200
– –
URTH icon
2417
iShares MSCI World ETF
URTH
$7.98B
$9.08K ﹤0.01%
50
– –
PRDO icon
2418
Perdoceo Education
PRDO
$2.04B
$9.08K ﹤0.01%
241
-37
-13% -$1.19K
AVNS
2419
DELISTED
Avanos Medical
AVNS
$9.07K ﹤0.01%
785
– –
DSU icon
2420
BlackRock Debt Strategies Fund
DSU
$591M
$8.98K ﹤0.01%
846
-7,753
-90% -$81.9K
MAGN
2421
Magnera Corp
MAGN
$475M
$8.93K ﹤0.01%
762
-40
-5% -$497
CMBT
2422
CMB.TECH NV
CMBT
$4.65B
$8.92K ﹤0.01%
+950
New +$8.7K
VNM icon
2423
VanEck Vietnam ETF
VNM
$502M
$8.92K ﹤0.01%
500
-300
-38% -$5.05K
AOA icon
2424
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$8.91K ﹤0.01%
101
+1
+1% +$85
IMFL icon
2425
Invesco International Developed Dynamic Multifactor ETF
IMFL
$1.04B
$8.9K ﹤0.01%
+322
New +$8.85K
95 96
97
98 99

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.