CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2020No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings876 positions
AMAZON COM INC | 571,017 | $1.8B | 5.5% | $104.13 | +51.19% | 8 qtrssince 2018-Q4 | Increased 86 |
MICROSOFT CORP | 7.9M | $1.7B | 5.1% | $130.13 | +52.43% | 8 qtrssince 2018-Q4 | Increased 85 |
APPLE INC | 13.8M | $1.6B | 4.9% | $59.29 | +89.29% | 8 qtrssince 2018-Q4 | Increased 94 |
VISA INC | 3M | $604.8M | 1.9% | $140.53 | +36.20% | 8 qtrssince 2018-Q4 | Increased 59 |
DANAHER CORPORATION | 2.7M | $574.9M | 1.8% | $114.99 | +59.01% | 8 qtrssince 2018-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 1.6M | $492.2M | 1.5% | $232.50 | +20.14% | 8 qtrssince 2018-Q4 | Increased 61 |
THERMO FISHER SCIENTIFIC INC | 1.1M | $488.9M | 1.5% | $303.53 | +41.16% | 8 qtrssince 2018-Q4 | Increased 72 |
ADOBE INC | 996,456 | $488.6M | 1.5% | $336.57 | +45.39% | 8 qtrssince 2018-Q4 | Increased 73 |
ALPHABET INC | 320,604 | $469.7M | 1.4% | $60.27 | +20.43% | 8 qtrssince 2018-Q4 | Increased 72 |
HOME DEPOT INC | 1.7M | $469.3M | 1.4% | $171.07 | +40.06% | 8 qtrssince 2018-Q4 | Increased 65 |
JOHNSON & JOHNSON | 3M | $446M | 1.4% | $111.21 | +13.93% | 8 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC | 300,371 | $441.3M | 1.4% | $52.76 | +37.97% | 8 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 4.5M | $437.6M | 1.3% | $81.22 | +1.70% | 8 qtrssince 2018-Q4 | Increased 70 |
ABBOTT LABS | 3.9M | $427.8M | 1.3% | $80.57 | +20.76% | 8 qtrssince 2018-Q4 | Increased 77 |
QUALCOMM INC | 3.3M | $385.4M | 1.2% | $56.99 | +84.15% | 8 qtrssince 2018-Q4 | Increased 56 |
UNION PACIFIC CORP | 2M | $384.7M | 1.2% | $136.73 | +28.37% | 8 qtrssince 2018-Q4 | Increased 65 |
BLACKSTONE GROUP INC | 7M | $364.1M | 1.1% | $40.98 | +2.93% | 5 qtrssince 2019-Q3 | Increased 79 |
ROPER TECHNOLOGIES INC | 915,019 | $361.5M | 1.1% | $342.70 | +13.43% | 8 qtrssince 2018-Q4 | Increased 79 |
MASTERCARD INC | 1M | $347.2M | 1.1% | $293.96 | +10.89% | 8 qtrssince 2018-Q4 | Increased 79 |
AMERICAN TOWER CORP NEW | 1.4M | $330.3M | 1.0% | $171.39 | +20.31% | 8 qtrssince 2018-Q4 | Increased 79 |
CIBC Private Wealth Group LLC reported holdings worth $32.6B across 876 positions as of Q3 2020. Top holdings: AMZN (5.5%), MSFT (5.1%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 321 new positions, 34 exits, 356 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $32.6B across 876 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