CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q2 2025No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings3,075 positions
Microsoft Corp. | 6.7M | $3.3B | 6.0% | $213.95 | +130.99% | 27 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 10.6M | $2.3B | 4.2% | $106.04 | +106.90% | 27 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 10.8M | $2.2B | 4.0% | $122.01 | +67.35% | 27 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 12.3M | $2B | 3.5% | $53.44 | +194.90% | 27 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 7.2M | $1.3B | 2.3% | $94.78 | +85.29% | 27 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 2.8M | $990.3M | 1.8% | $187.05 | +87.98% | 27 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 3.2M | $941.6M | 1.7% | $108.54 | +160.81% | 27 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.2M | $874.9M | 1.6% | $409.53 | +78.87% | 27 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 4.2M | $615.7M | 1.1% | $87.66 | +63.42% | 21 qtrssince 2020-Q2 | Increased 50 |
BLACKSTONE GROUP INC | 4.1M | $611M | 1.1% | $61.25 | +133.28% | 24 qtrssince 2019-Q3 | Increased 50 |
Alphabet Inc. | 3.3M | $582.9M | 1.0% | $78.01 | +126.61% | 27 qtrssince 2018-Q4 | Decreased 0 |
OLD DOMINION FREIGHT LINE IN | 3.6M | $582.8M | 1.0% | $173.98 | -7.46% | 27 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 8.2M | $575.3M | 1.0% | $118.55 | +15.76% | 27 qtrssince 2018-Q4 | Increased 49 |
Abbott Laboratories | 4.1M | $560.1M | 1.0% | $91.69 | +44.33% | 27 qtrssince 2018-Q4 | Increased 51 |
SALESFORCE COM INC | 1.9M | $517.7M | 0.9% | $206.05 | +32.25% | 27 qtrssince 2018-Q4 | Increased 45 |
NextEra Energy Inc | 7.4M | $516.8M | 0.9% | $65.55 | +2.15% | 27 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc | 1.8M | $489.2M | 0.9% | $167.32 | +63.25% | 27 qtrssince 2018-Q4 | Increased 55 |
S&P Global Inc | 913,782 | $481.8M | 0.9% | $338.00 | +52.60% | 27 qtrssince 2018-Q4 | Decreased 0 |
CME Group Inc. | 1.7M | $475.4M | 0.8% | $170.74 | +59.42% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $466.4M | 0.8% | $210.20 | +31.27% | 27 qtrssince 2018-Q4 | Increased 46 |
CIBC Private Wealth Group LLC reported holdings worth $56B across 3075 positions as of Q2 2025. Top holdings: MSFT (6.0%), AMZN (4.2%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 279 new positions, 288 exits, 807 increased. Top move: AVGO (INCREASED, conviction 55). Portfolio: $56.0B across 3075 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