CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2021No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,022 positions
MICROSOFT CORP | 7.8M | $2.1B | 4.9% | $132.28 | +97.77% | 11 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 555,532 | $1.9B | 4.4% | $104.45 | +64.69% | 11 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.3M | $1.7B | 3.9% | $59.29 | +124.97% | 11 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE GROUP INC/THE-A | 10M | $973.6M | 2.2% | $45.34 | +78.80% | 8 qtrssince 2019-Q3 | Increased 55 |
ALPHABET INC-CL A | 398,642 | $973.4M | 2.2% | $69.68 | +73.56% | 11 qtrssince 2018-Q4 | Increased 59 |
VISA INC-CLASS A SHARES | 3.7M | $859.6M | 2.0% | $153.00 | +46.94% | 11 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 4.8M | $744M | 1.7% | $83.20 | +64.12% | 11 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 289,259 | $725M | 1.7% | $52.76 | +135.30% | 11 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.1M | $655.3M | 1.5% | $188.68 | +51.05% | 11 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.5M | $610.1M | 1.4% | $233.85 | +58.05% | 11 qtrssince 2018-Q4 | Increased 49 |
DANAHER CORP | 2.1M | $557M | 1.3% | $114.99 | +104.65% | 11 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 915,822 | $536.3M | 1.2% | $338.95 | +74.29% | 11 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 7.2M | $524M | 1.2% | $40.63 | +67.20% | 11 qtrssince 2018-Q4 | Increased 56 |
S&P GLOBAL INC | 1.2M | $491.8M | 1.1% | $328.80 | +20.31% | 11 qtrssince 2018-Q4 | Increased 52 |
ABBOTT LABORATORIES | 4.1M | $472.5M | 1.1% | $83.09 | +26.12% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPS ETF TR | 6.1M | $463.7M | 1.1% | $44.90 | +61.13% | 11 qtrssince 2018-Q4 | Increased 53 |
HONEYWELL INTERNATIONAL INC | 2.1M | $454.8M | 1.0% | $122.58 | +51.25% | 11 qtrssince 2018-Q4 | Increased 49 |
CISCO SYSTEMS INC | 8.2M | $432.6M | 1.0% | $35.89 | +28.49% | 11 qtrssince 2018-Q4 | Increased 44 |
T-MOBILE US INC | 3M | $428.2M | 1.0% | $76.98 | +81.98% | 11 qtrssince 2018-Q4 | Decreased 0 |
ENTERPRISE PRODUCTS PARTNERS | 17.3M | $416.3M | 1.0% | $14.53 | +14.29% | 11 qtrssince 2018-Q4 | Increased 51 |
CIBC Private Wealth Group LLC reported holdings worth $43.5B across 1022 positions as of Q2 2021. Top holdings: MSFT (4.9%), AMZN (4.4%), AAPL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 99 new positions, 98 exits, 310 increased. Top move: GOOGL (INCREASED, conviction 59). Portfolio: $43.5B across 1022 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