CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2021No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings1,008 positions
MICROSOFT CORP | 7.7M | $2.6B | 5.4% | $134.78 | +139.92% | 13 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 12.2M | $2.2B | 4.5% | $59.75 | +190.29% | 13 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 575,732 | $1.9B | 4.0% | $106.60 | +56.39% | 13 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 430,303 | $1.2B | 2.6% | $74.47 | +92.67% | 13 qtrssince 2018-Q4 | Increased 55 |
BLACKSTONE INC | 8.6M | $1.1B | 2.3% | $45.34 | +141.49% | 10 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 287,181 | $831M | 1.7% | $52.92 | +170.84% | 13 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 3.7M | $797.2M | 1.7% | $153.17 | +36.46% | 13 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 1.9M | $781.2M | 1.6% | $186.57 | +96.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.8M | $760.5M | 1.6% | $83.19 | +68.14% | 13 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.5M | $728.8M | 1.5% | $233.76 | +96.89% | 13 qtrssince 2018-Q4 | Increased 50 |
DANAHER CORP DEL | 2.1M | $684.4M | 1.4% | $116.44 | +144.34% | 13 qtrssince 2018-Q4 | Increased 50 |
CHARLES SCHWAB CORP (THE) | 7.6M | $638.6M | 1.3% | $42.19 | +86.88% | 13 qtrssince 2018-Q4 | Increased 50 |
ABBOTT LABORATORIES | 4.2M | $585.5M | 1.2% | $83.48 | +52.62% | 13 qtrssince 2018-Q4 | Increased 51 |
S&P GLOBAL INC | 1.2M | $570.8M | 1.2% | $312.67 | +37.11% | 13 qtrssince 2018-Q4 | Increased 50 |
ADOBE INC | 946,687 | $536.8M | 1.1% | $349.16 | +62.41% | 13 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 8.4M | $530M | 1.1% | $36.04 | +53.31% | 13 qtrssince 2018-Q4 | Increased 50 |
HONEYWELL INTL INC | 2.4M | $500.5M | 1.0% | $135.66 | +37.68% | 13 qtrssince 2018-Q4 | Increased 57 |
NEXTERA ENERGY INC | 5.2M | $485.1M | 1.0% | $53.16 | +54.21% | 13 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 1.9M | $468.4M | 1.0% | $123.16 | +87.53% | 13 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 8M | $465.5M | 1.0% | $96.28 | +9.78% | 13 qtrssince 2018-Q4 | Increased 48 |
CIBC Private Wealth Group LLC reported holdings worth $48.2B across 1008 positions as of Q4 2021. Top holdings: MSFT (5.4%), AAPL (4.5%), AMZN (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 146 new positions, 65 exits, 482 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $48.2B across 1008 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