Latest CIBC Private Wealth Group, LLC Stock Portfolio
CIBC Private Wealth Group, LLC Performance:
2025 Q3: 4.34%YTD: 5.54%2024: 13.58%
Performance for 2025 Q3 is 4.34%, and YTD is 5.54%, and 2024 is 13.58%.
About CIBC Private Wealth Group, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CIBC Private Wealth Group LLC reported an equity portfolio of $58.4 Billions as of 30 Sep, 2025.
The top stock holdings of CIBC Private Wealth Group LLC are MSFT, AAPL, AMZN. The fund has invested 5.8% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in APPLE INC.
The fund managers got completely rid off EXCHANGE TRADED CONCEPTS TRU (BITQ), DIMENSIONAL ETF TRUST (DFAC) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in INOVIO PHARMACEUTICALS INC (INO), LEGGETT & PLATT INC (LEG) and FULTON FINL CORP PA (FULT). CIBC Private Wealth Group LLC opened new stock positions in VIPER ENERGY INC, CHENIERE ENERGY PARTNERS LP (CQP) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCH TRADED FD III (FCAL), NEUBERGER BERMAN ETF TRUST and VIRGIN GALACTIC HOLDINGS INC (SPCE).
The top stock holdings of CIBC Private Wealth Group LLC are MSFT, AAPL, AMZN. The fund has invested 5.8% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in APPLE INC.
The fund managers got completely rid off EXCHANGE TRADED CONCEPTS TRU (BITQ), DIMENSIONAL ETF TRUST (DFAC) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in INOVIO PHARMACEUTICALS INC (INO), LEGGETT & PLATT INC (LEG) and FULTON FINL CORP PA (FULT). CIBC Private Wealth Group LLC opened new stock positions in VIPER ENERGY INC, CHENIERE ENERGY PARTNERS LP (CQP) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCH TRADED FD III (FCAL), NEUBERGER BERMAN ETF TRUST and VIRGIN GALACTIC HOLDINGS INC (SPCE).
CIBC Private Wealth Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CIBC Private Wealth Group LLC made a return of 4.34% in the last quarter. In trailing 12 months, it's portfolio return was 6.21%.
New Buys
| Ticker | $ Bought |
|---|---|
| viper energy inc | 32,748,600 |
| cheniere energy partners lp | 7,303,540 |
| ishares tr | 5,807,120 |
| southstate bk corp | 4,659,640 |
New stocks bought by CIBC Private Wealth Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| gfl environmental inc | 88,339 |
| celsius hldgs inc | 48,706 |
| aerovironment inc | 24,798 |
| roblox corp | 15,059 |
| capital group dividend value | 12,890 |
| sea ltd | 11,432 |
| dimensional etf trust | 5,830 |
| deckers outdoor corp | 4,232 |
Additions to existing portfolio by CIBC Private Wealth Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| brown & brown inc | -95.66 |
| canadian pacific kansas city | -90.44 |
| crowdstrike hldgs inc | -84.33 |
| healthequity inc | -81.07 |
| constellation energy corp | -79.42 |
| comcast corp new | -73.67 |
| chipotle mexican grill inc | -71.9 |
| pepsico inc | -71.59 |
CIBC Private Wealth Group, LLC reduced stake in above stock
Sold off
Sector Distribution
CIBC Private Wealth Group LLC has about 23.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.9 |
| Others | 20.4 |
| Financial Services | 10.4 |
| Industrials | 9.5 |
| Healthcare | 8.4 |
| Consumer Cyclical | 8.2 |
| Communication Services | 7.3 |
| Energy | 5 |
| Consumer Defensive | 2.2 |
| Real Estate | 2 |
| Utilities | 1.5 |
| Basic Materials | 1.3 |
Market Cap. Distribution
CIBC Private Wealth Group LLC has about 77.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 40.1 |
| MEGA-CAP | 37.4 |
| UNALLOCATED | 20.3 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
About 71.8% of the stocks held by CIBC Private Wealth Group LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 71.8 |
| Others | 27.4 |
CIBC Private Wealth Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CIBC Private Wealth Group, LLC
CIBC Private Wealth Group LLC has 3060 stocks in it's portfolio. About 28.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CIBC Private Wealth Group LLC last quarter.
Last Reported on: 24 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.66 | 10,698,400 | 2,724,140,000 | reduced | -1.14 | ||
| AAXJ | ishares tr | 0.22 | 1,177,860 | 126,546,000 | added | 17.62 | ||
| AAXJ | ishares tr | 0.12 | 733,327 | 66,894,100 | reduced | -0.9 | ||
| AAXJ | ishares tr | 0.04 | 221,047 | 23,603,400 | reduced | -33.67 | ||
| AAXJ | ishares tr | 0.04 | 236,774 | 22,529,000 | added | 32.64 | ||
| AAXJ | ishares tr | 0.02 | 125,920 | 13,409,300 | reduced | -42.18 | ||
| AAXJ | ishares tr | 0.02 | 205,666 | 12,570,300 | added | 39.58 | ||
| AAXJ | ishares tr | 0.02 | 232,140 | 12,310,400 | added | 16.04 | ||
| AAXJ | ishares tr | 0.01 | 76,229 | 5,807,120 | new | |||
| AAXJ | ishares tr | 0.01 | 97,616 | 5,280,060 | reduced | -42.22 | ||
| AAXJ | ishares tr | 0.01 | 136,517 | 4,316,660 | reduced | -11.57 | ||
| AAXJ | ishares tr | 0.01 | 50,050 | 4,063,540 | reduced | -1.54 | ||
| ABBV | abbvie inc | 0.47 | 1,179,750 | 273,159,000 | added | 1.12 | ||
| ABC | cencora inc | 0.14 | 266,003 | 83,133,800 | reduced | -12.63 | ||
| ABNB | airbnb inc | 0.01 | 34,790 | 4,224,250 | reduced | -19.48 | ||
| ABT | abbott labs | 0.92 | 4,016,090 | 537,915,000 | reduced | -2.48 | ||
| ACEL | accel entertainment inc | 0.01 | 381,549 | 4,223,750 | reduced | -2.08 | ||
| ACES | alps etf tr | 0.06 | 1,139,620 | 36,399,500 | added | 2.22 | ||
| ACN | accenture plc ireland | 0.05 | 118,539 | 29,231,800 | reduced | -59.12 | ||
| ACSG | dbx etf tr | 0.01 | 71,410 | 6,068,590 | added | 1,355 | ||