CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2023No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings886 positions
APPLE INC | 11.7M | $1.9B | 4.3% | $59.75 | +171.56% | 18 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 2.5M | $1.4B | 3.0% | $84.12 | +63.71% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 11.7M | $1.2B | 2.7% | $108.10 | -4.45% | 18 qtrssince 2018-Q4 | Increased 55 |
US BANCORP | 5.8M | $1.2B | 2.6% | $36.75 | -16.21% | 18 qtrssince 2018-Q4 | Increased 55 |
INTERCONTINENTAL EXCHANGE IN | 2.7M | $1.2B | 2.6% | $84.59 | +17.89% | 18 qtrssince 2018-Q4 | Increased 74 |
BARCLAYS BANK PLC | 11.5M | $1.1B | 2.5% | $12.20 | +28.35% | 18 qtrssince 2018-Q4 | Increased 57 |
NEXTERA ENERGY INC | 7.5M | $1.1B | 2.4% | $59.96 | +16.04% | 18 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 2.4M | $1B | 2.2% | $138.69 | +26.66% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 8.6M | $887.2M | 2.0% | $75.19 | +36.66% | 18 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN ALERIAN MLP INDEX | 7.3M | $839.4M | 1.9% | $14.47 | +43.01% | 18 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 7.7M | $759.1M | 1.7% | $135.71 | +106.68% | 18 qtrssince 2018-Q4 | Increased 50 |
PLAINS ALL AMERN PIPELINE L | 5.1M | $754.4M | 1.7% | $7.24 | +31.41% | 18 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 9.9M | $687.9M | 1.5% | $102.87 | +27.17% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 5.6M | $579.2M | 1.3% | $52.99 | +94.44% | 18 qtrssince 2018-Q4 | Increased 49 |
BLACKSTONE INC | 6.5M | $568.5M | 1.3% | $45.60 | +72.13% | 15 qtrssince 2019-Q3 | Decreased 0 |
LLOYDS BANKING GROUP PLC | 15.1M | $567M | 1.3% | $1.63 | +17.09% | 14 qtrssince 2019-Q4 | Increased 54 |
ENTERPRISE PRODS PARTNERS L | 11.1M | $560.7M | 1.2% | $14.53 | +39.93% | 18 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP DEL | 2.2M | $547M | 1.2% | $127.62 | +71.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 5.2M | $521.5M | 1.2% | $85.87 | +9.03% | 18 qtrssince 2018-Q4 | Increased 56 |
FISERV INC | 2.4M | $492.2M | 1.1% | $84.17 | +34.29% | 18 qtrssince 2018-Q4 | Decreased 0 |
CIBC Private Wealth Group LLC reported holdings worth $45.2B across 886 positions as of Q1 2023. Top holdings: AAPL (4.3%), TMUS (3.0%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 96 new positions, 69 exits, 319 increased. Top move: ICE (INCREASED, conviction 74). Portfolio: $45.2B across 886 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