CIBC Private Wealth Group LLC
Institutional investor · Portfolio as of Q4 2022No 13F holdings reported for quarters after Q4 2025. Holdings now reported by CIBC Bancorp USA.
Top Holdings859 positions
MICROSOFT CORP | 7.7M | $1.5B | 5.0% | $135.68 | +71.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.7M | $1.2B | 4.0% | $59.75 | +113.64% | 17 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 11.6M | $780.2M | 2.6% | $108.13 | -22.32% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $753.9M | 2.5% | $248.72 | +97.88% | 17 qtrssince 2018-Q4 | Increased 56 |
VISA INC | 3.8M | $729.6M | 2.5% | $154.90 | +30.34% | 17 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 8.5M | $678.9M | 2.3% | $75.00 | +16.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 7.8M | $559.4M | 1.9% | $59.96 | +25.05% | 17 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 1.8M | $496.4M | 1.7% | $190.84 | +50.09% | 17 qtrssince 2018-Q4 | Increased 51 |
HONEYWELL INTL INC | 2.4M | $490.2M | 1.6% | $138.69 | +41.28% | 17 qtrssince 2018-Q4 | Increased 52 |
SCHWAB CHARLES CORP | 8.4M | $475.2M | 1.6% | $46.24 | +70.67% | 17 qtrssince 2018-Q4 | Increased 51 |
DANAHER CORPORATION | 2.2M | $471.3M | 1.6% | $127.62 | +80.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
RTX CORPORATION | 4.9M | $469.6M | 1.6% | $58.45 | +59.64% | 11 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC | 5.6M | $450.8M | 1.5% | $52.92 | +66.10% | 17 qtrssince 2018-Q4 | Decreased 0 |
ASTRAZENECA PLC | 10.8M | $417.2M | 1.4% | $102.87 | +22.44% | 17 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 8.9M | $402.2M | 1.4% | $36.40 | +17.72% | 17 qtrssince 2018-Q4 | Increased 50 |
T-MOBILE US INC | 2.9M | $389.7M | 1.3% | $84.12 | +58.24% | 17 qtrssince 2018-Q4 | Increased 51 |
OLD DOMINION FREIGHT LINE IN | 1.4M | $383.5M | 1.3% | $113.77 | +22.14% | 17 qtrssince 2018-Q4 | Increased 49 |
PIONEER NAT RES CO | 1.7M | $378.4M | 1.3% | — | — | 17 qtrssince 2018-Q4 | Increased 51 |
PEPSICO INC | 2.1M | $357.5M | 1.2% | $97.07 | +63.59% | 17 qtrssince 2018-Q4 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 701,997 | $353.6M | 1.2% | $325.31 | +67.32% | 17 qtrssince 2018-Q4 | Increased 51 |
CIBC Private Wealth Group LLC reported holdings worth $29.8B across 859 positions as of Q4 2022. Top holdings: MSFT (5.0%), AAPL (4.0%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 69 new positions, 118 exits, 298 increased. Top move: UNH (INCREASED, conviction 56). Portfolio: $29.8B across 859 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