CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2021No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,021 positions
MICROSOFT CORP | 7.8M | $1.8B | 4.6% | $132.96 | +69.47% | 10 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 557,116 | $1.7B | 4.3% | $104.45 | +48.12% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.4M | $1.5B | 3.8% | $59.29 | +100.30% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 367,883 | $758.8M | 1.9% | $65.40 | +56.21% | 10 qtrssince 2018-Q4 | Increased 56 |
BLACKSTONE INC | 9.9M | $740M | 1.9% | $45.01 | +36.94% | 7 qtrssince 2019-Q3 | Increased 53 |
VISA INC | 3.5M | $730.5M | 1.8% | $148.29 | +37.08% | 10 qtrssince 2018-Q4 | Increased 57 |
JPMORGAN CHASE & CO | 4.8M | $726.8M | 1.8% | $82.53 | +60.09% | 10 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 2M | $619.8M | 1.6% | $185.46 | +43.52% | 10 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC | 295,434 | $611.1M | 1.5% | $52.76 | +94.21% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $566.9M | 1.4% | $232.14 | +45.39% | 10 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.6M | $546.3M | 1.4% | $82.58 | +29.89% | 10 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP DEL | 2.1M | $480.8M | 1.2% | $115.96 | +67.49% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNION PAC CORP | 2.1M | $451.8M | 1.1% | $142.92 | +36.46% | 10 qtrssince 2018-Q4 | Increased 56 |
HONEYWELL INTL INC | 2.1M | $448.8M | 1.1% | $127.40 | +50.72% | 10 qtrssince 2018-Q4 | Increased 52 |
ALPS ETF TR | 5.7M | $447.9M | 1.1% | $43.11 | +72.31% | 10 qtrssince 2018-Q4 | Increased 53 |
ADOBE INC | 918,556 | $436.7M | 1.1% | $341.08 | +39.37% | 10 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 8.2M | $421.5M | 1.1% | $35.58 | +24.12% | 10 qtrssince 2018-Q4 | Increased 49 |
CHARLES SCHWAB CORP (THE) | 6.4M | $414.1M | 1.0% | $37.00 | +63.93% | 10 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $402.7M | 1.0% | $308.66 | +3.28% | 10 qtrssince 2018-Q4 | Increased 64 |
T-MOBILE US INC | 3M | $372.9M | 0.9% | $76.18 | +56.38% | 10 qtrssince 2018-Q4 | Increased 46 |
CIBC Private Wealth Group LLC reported holdings worth $39.7B across 1021 positions as of Q1 2021. Top holdings: MSFT (4.6%), AMZN (4.3%), AAPL (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 121 new positions, 72 exits, 366 increased. Top move: SPGI (INCREASED, conviction 64). Portfolio: $39.7B across 1021 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR