CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,263 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.7M | $2.4B | 5.2% | $133.99 | +127.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.9M | $2.1B | 4.5% | $99.30 | +71.98% | 14 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 591,830 | $1.9B | 4.2% | $107.58 | +54.58% | 14 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC-CL A | 433,898 | $1.2B | 2.6% | $75.18 | +87.37% | 14 qtrssince 2018-Q4 | Increased 55 |
BLACKSTONE INC | 7.7M | $972.2M | 2.1% | $45.34 | +139.50% | 11 qtrssince 2019-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.7M | $814.1M | 1.8% | $153.17 | +39.88% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 287,079 | $801.8M | 1.8% | $53.09 | +166.68% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $752.5M | 1.6% | $239.68 | +103.71% | 14 qtrssince 2018-Q4 | Increased 51 |
SCHWAB (CHARLES) CORP | 8.2M | $689.7M | 1.5% | $44.84 | +76.64% | 14 qtrssince 2018-Q4 | Increased 54 |
ASTRAZENECA PLC | 9.2M | $613M | 1.3% | $101.10 | +21.10% | 14 qtrssince 2018-Q4 | Increased 57 |
NEXTERA ENERGY INC | 7M | $592M | 1.3% | — | — | — | — |
S&P GLOBAL INC | 1.4M | $581.7M | 1.3% | $341.06 | +18.99% | 14 qtrssince 2018-Q4 | Increased 58 |
DANAHER CORP | 2M | $575.3M | 1.3% | $115.48 | +124.22% | 14 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.9M | $554M | 1.2% | $188.68 | +48.66% | 14 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 4.2M | $502.1M | 1.1% | $84.46 | +28.09% | 14 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 3.6M | $494.5M | 1.1% | $83.77 | +51.27% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 1.8M | $491.7M | 1.1% | $147.10 | +72.25% | 14 qtrssince 2018-Q4 | Increased 50 |
CISCO SYSTEMS INC | 8.5M | $474.4M | 1.0% | $36.58 | +36.16% | 14 qtrssince 2018-Q4 | Increased 50 |
T-MOBILE US INC | 3.6M | $459.6M | 1.0% | $83.45 | +48.90% | 14 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 4.6M | $457.1M | 1.0% | $56.46 | +59.42% | 8 qtrssince 2020-Q2 | Increased 44 |
CIBC Private Wealth Group LLC manages $45.8B across 1263 positions as of Q1 2022. Top holdings: MSFT (5.2%), AAPL (4.5%), AMZN (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 331 new positions, 76 exits, 445 increased. Top move: AMZN (INCREASED, conviction 60). Portfolio: $45.8B across 1263 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
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