CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,207 positions
Microsoft Corp. | 7.6M | $2B | 5.1% | $133.99 | +88.77% | 15 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 11.8M | $1.6B | 4.2% | $59.75 | +124.12% | 15 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 12.2M | $1.3B | 3.4% | $108.07 | -1.72% | 15 qtrssince 2018-Q4 | Increased 94 |
Alphabet Inc. | 432,696 | $943M | 2.4% | $75.00 | +43.92% | 15 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.5M | $757.8M | 2.0% | $239.68 | +102.43% | 15 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 3.7M | $728.3M | 1.9% | $153.45 | +24.19% | 15 qtrssince 2018-Q4 | Increased 50 |
ASTRAZENECA PLC | 10.7M | $709M | 1.8% | $104.01 | +17.31% | 15 qtrssince 2018-Q4 | Increased 58 |
BLACKSTONE GROUP INC | 7.2M | $652.7M | 1.7% | $45.34 | +74.25% | 12 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc. | 287,017 | $627.8M | 1.6% | $52.92 | +104.75% | 15 qtrssince 2018-Q4 | Decreased 0 |
NextEra Energy Inc | 7.1M | $549.4M | 1.4% | $58.86 | +16.86% | 15 qtrssince 2018-Q4 | Increased 50 |
Danaher Corporation | 2.1M | $538.1M | 1.4% | $123.45 | +78.53% | 15 qtrssince 2018-Q4 | Increased 54 |
SCHWAB CHARLES CORP | 8.1M | $510.7M | 1.3% | $44.84 | +32.78% | 15 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 1.8M | $481.9M | 1.3% | $188.68 | +32.82% | 15 qtrssince 2018-Q4 | Decreased 0 |
Abbott Laboratories | 4.3M | $470.2M | 1.2% | $84.76 | +17.63% | 15 qtrssince 2018-Q4 | Increased 50 |
S&P Global Inc | 1.4M | $469.8M | 1.2% | $341.06 | -4.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
American Tower Corporation | 1.8M | $450.8M | 1.2% | $183.40 | +22.92% | 15 qtrssince 2018-Q4 | Increased 58 |
RAYTHEON TECHNOLOGIES CORP | 4.7M | $448.3M | 1.2% | $56.80 | +54.65% | 9 qtrssince 2020-Q2 | Increased 50 |
T-MOBILE US INC | 3.1M | $420.6M | 1.1% | $83.45 | +55.57% | 15 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 3.5M | $399.6M | 1.0% | $83.77 | +25.02% | 15 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 2.3M | $398.1M | 1.0% | $130.58 | +16.04% | 15 qtrssince 2018-Q4 | Increased 50 |
CIBC Private Wealth Group LLC reported holdings worth $38.5B across 1207 positions as of Q2 2022. Top holdings: MSFT (5.1%), AAPL (4.2%), AMZN (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 82 new positions, 138 exits, 323 increased. Top move: AMZN (INCREASED, conviction 94). Portfolio: $38.5B across 1207 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