CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q3 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings908 positions
MICROSOFT CORP | 7.7M | $1.8B | 4.8% | $134.95 | +71.39% | 16 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 11.8M | $1.6B | 4.4% | $59.75 | +126.86% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 12.4M | $1.4B | 3.8% | $108.13 | +4.50% | 16 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 8.5M | $814.5M | 2.2% | $75.00 | +26.34% | 16 qtrssince 2018-Q4 | Increased 88 |
UNITEDHEALTH GROUP INC | 1.5M | $753.7M | 2.0% | $242.41 | +98.10% | 16 qtrssince 2018-Q4 | Increased 55 |
VISA INC | 3.7M | $662.1M | 1.8% | $153.60 | +12.15% | 16 qtrssince 2018-Q4 | Increased 50 |
BLACKSTONE INC | 7.2M | $604.4M | 1.6% | $45.60 | +60.96% | 13 qtrssince 2019-Q3 | Increased 50 |
NEXTERA ENERGY INC | 7.6M | $595.5M | 1.6% | $59.59 | +17.41% | 16 qtrssince 2018-Q4 | Increased 53 |
ASTRAZENECA PLC-SPONS ADR | 10.8M | $593M | 1.6% | $103.99 | -1.69% | 16 qtrssince 2018-Q4 | Increased 50 |
SCHWAB CHARLES CORP | 8.1M | $582.5M | 1.6% | $44.90 | +51.31% | 16 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP DEL | 2.2M | $567.2M | 1.5% | $126.97 | +80.12% | 16 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 5.7M | $549.8M | 1.5% | $52.92 | +79.99% | 16 qtrssince 2018-Q4 | Increased 80 |
HOME DEPOT INC | 1.8M | $494.3M | 1.3% | $189.97 | +34.93% | 16 qtrssince 2018-Q4 | Increased 50 |
S&P GLOBAL INC | 1.4M | $428.9M | 1.2% | $340.77 | -11.34% | 16 qtrssince 2018-Q4 | Increased 49 |
ABBOTT LABORATORIES | 4.4M | $426.4M | 1.1% | $84.84 | +5.13% | 16 qtrssince 2018-Q4 | Increased 50 |
AMERICAN TOWER CORP | 1.8M | $390.5M | 1.1% | $183.61 | +3.65% | 16 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 2.3M | $390.3M | 1.1% | $130.97 | +14.18% | 16 qtrssince 2018-Q4 | Increased 50 |
RTX CORPORATION | 4.7M | $388.8M | 1.0% | $57.12 | +31.73% | 10 qtrssince 2020-Q2 | Increased 50 |
T-MOBILE US INC | 2.8M | $378.5M | 1.0% | $83.45 | +55.89% | 16 qtrssince 2018-Q4 | Decreased 0 |
ROPER TECHNOLOGIES INC | 1M | $366.7M | 1.0% | $353.62 | +1.53% | 16 qtrssince 2018-Q4 | Increased 53 |
CIBC Private Wealth Group LLC reported holdings worth $37.1B across 908 positions as of Q3 2022. Top holdings: MSFT (4.8%), AAPL (4.4%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 46 new positions, 345 exits, 348 increased. Top move: GOOGL (INCREASED, conviction 88). Portfolio: $37.1B across 908 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