CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2020No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings972 positions
Amazon.com, Inc. | 574,113 | $1.9B | 4.9% | $104.45 | +55.92% | 9 qtrssince 2018-Q4 | Increased 59 |
Apple Inc. | 13.5M | $1.8B | 4.7% | $59.29 | +117.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 7.7M | $1.7B | 4.5% | $130.13 | +63.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 3M | $661.3M | 1.7% | $140.53 | +49.21% | 9 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE GROUP INC | 9.4M | $607.7M | 1.6% | $44.03 | +20.09% | 6 qtrssince 2019-Q3 | Increased 64 |
JPMorgan Chase & Co. | 4.7M | $594.6M | 1.6% | $82.02 | +33.64% | 9 qtrssince 2018-Q4 | Increased 51 |
Alphabet Inc. | 326,845 | $572.8M | 1.5% | $60.78 | +42.82% | 9 qtrssince 2018-Q4 | Increased 50 |
UnitedHealth Group Inc. | 1.6M | $562.6M | 1.5% | $233.85 | +35.98% | 9 qtrssince 2018-Q4 | Increased 50 |
Danaher Corporation | 2.4M | $540M | 1.4% | $114.99 | +66.44% | 9 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 299,894 | $525.4M | 1.4% | $52.76 | +64.47% | 9 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 1M | $505.8M | 1.3% | $338.95 | +46.76% | 9 qtrssince 2018-Q4 | Increased 50 |
Abbott Laboratories | 4.5M | $493.4M | 1.3% | $82.80 | +18.61% | 9 qtrssince 2018-Q4 | Increased 56 |
Johnson & Johnson | 3M | $476.7M | 1.3% | $111.47 | +21.46% | 9 qtrssince 2018-Q4 | Increased 50 |
Home Depot Inc. | 1.7M | $454.7M | 1.2% | $171.87 | +36.64% | 9 qtrssince 2018-Q4 | Increased 50 |
ALPS CLEAN ENERGY ETF | 5.3M | $426.3M | 1.1% | $40.64 | +87.63% | 9 qtrssince 2018-Q4 | Increased 59 |
HONEYWELL INTL INC | 1.9M | $413.8M | 1.1% | $118.39 | +51.65% | 9 qtrssince 2018-Q4 | Increased 51 |
QUALCOMM INC | 2.7M | $403.8M | 1.1% | $56.99 | +136.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB CHARLES CORP | 7.5M | $395.5M | 1.0% | $37.00 | +32.96% | 9 qtrssince 2018-Q4 | Increased 57 |
T-MOBILE US INC | 2.9M | $386.7M | 1.0% | $75.33 | +70.92% | 9 qtrssince 2018-Q4 | Increased 52 |
Zoetis Inc. | 2.3M | $384.2M | 1.0% | $122.92 | +26.73% | 9 qtrssince 2018-Q4 | Increased 59 |
CIBC Private Wealth Group LLC reported holdings worth $37.8B across 972 positions as of Q4 2020. Top holdings: AMZN (4.9%), AAPL (4.7%), MSFT (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 152 new positions, 56 exits, 369 increased. Top move: BX (INCREASED, conviction 64). Portfolio: $37.8B across 972 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR