CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q1 2025No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings3,084 positions
MICROSOFT CORP | 6.9M | $2.5B | 5.2% | $145.66 | +154.73% | 26 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 10.9M | $1.9B | 4.0% | $76.71 | +187.81% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 10.7M | $1.8B | 3.8% | $108.43 | +75.47% | 26 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE IN | 8.7M | $1.3B | 2.7% | $174.79 | -6.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 12.9M | $1.2B | 2.6% | $52.96 | +104.13% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 8M | $1.2B | 2.4% | $81.85 | +88.05% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.1M | $965.3M | 2.0% | $154.90 | +123.69% | 26 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $793.9M | 1.7% | $260.97 | +92.89% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.3M | $704.8M | 1.5% | $91.34 | +159.34% | 26 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC | 1.2M | $599.6M | 1.3% | $408.50 | +40.41% | 26 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC | 3.8M | $556.4M | 1.2% | $52.99 | +193.47% | 26 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 8.2M | $533.4M | 1.1% | $105.72 | +36.67% | 26 qtrssince 2018-Q4 | Increased 50 |
NEXTERA ENERGY INC | 8M | $510.2M | 1.1% | $62.62 | +8.32% | 26 qtrssince 2018-Q4 | Increased 59 |
RTX CORPORATION | 4.2M | $504.7M | 1.1% | $74.84 | +72.75% | 20 qtrssince 2020-Q2 | Increased 62 |
ABBOTT LABORATORIES | 4M | $496.5M | 1.0% | $86.20 | +48.13% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.1M | $489.5M | 1.0% | $382.96 | +10.27% | 26 qtrssince 2018-Q4 | Increased 70 |
BLACKSTONE INC | 4M | $485.5M | 1.0% | $45.60 | +190.73% | 23 qtrssince 2019-Q3 | Decreased 0 |
FISERV INC | 2.4M | $467.3M | 1.0% | $102.11 | +116.26% | 26 qtrssince 2018-Q4 | Increased 51 |
SALESFORCE INC | 1.9M | $455.5M | 1.0% | $204.81 | +29.29% | 26 qtrssince 2018-Q4 | Increased 44 |
CME GROUP INC | 1.7M | $440.3M | 0.9% | $160.75 | +57.39% | 26 qtrssince 2018-Q4 | Increased 44 |
CIBC Private Wealth Group LLC reported holdings worth $47.4B across 3084 positions as of Q1 2025. Top holdings: MSFT (5.2%), AAPL (4.0%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 361 new positions, 247 exits, 978 increased. Top move: ELV (INCREASED, conviction 70). Portfolio: $47.4B across 3084 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