CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,263 positions
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% | $59.75 | +185.81% | 14 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 591,830 | $1.9B | 4.2% | $108.14 | +50.73% | 14 qtrssince 2018-Q4 | Increased 60 |
Alphabet Inc. | 433,898 | $1.2B | 2.6% | $75.00 | +83.69% | 14 qtrssince 2018-Q4 | Increased 55 |
BLACKSTONE GROUP INC | 7.7M | $972.2M | 2.1% | $45.34 | +139.50% | 11 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc | 3.7M | $814.1M | 1.8% | $153.17 | +39.88% | 14 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 287,079 | $801.8M | 1.8% | $52.92 | +161.42% | 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% | $58.71 | +27.40% | 14 qtrssince 2018-Q4 | Increased 64 |
S&P Global Inc | 1.4M | $581.7M | 1.3% | $341.06 | +18.99% | 14 qtrssince 2018-Q4 | Increased 58 |
Danaher Corporation | 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 Corporation | 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 reported holdings worth $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 Score: 1.5/5.0.
Active quarter - 332 new positions, 77 exits, 445 increased. Top move: NEE (INCREASED, conviction 64). Portfolio: $45.8B across 1263 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