CIBC Private Wealth Group, LLC
CIBC Private Wealth Group, LLC is the U.S. private wealth management arm of Canadian Imperial Bank of Commerce (CIBC), headquartered in Atlanta, Georgia. The firm provides investment management, trust, and estate services primarily to high-net-worth individuals, families, endowments, and foundations. Operating under the broader CIBC umbrella, it features multidisciplinary teams focused on delivering customized wealth strategies. The entity is registered with the SEC as an investment adviser and has grown through strategic acquisitions of U.S. wealth management firms. CIBC Private Wealth Group, LLC employs hundreds of professionals across multiple U.S. offices and is part of the global CIBC Private Wealth Management division.
Investment Strategy
CIBC Private Wealth Group, LLC pursues a comprehensive wealth management approach that integrates investment management, financial planning, trust, and estate services. Its investment philosophy emphasizes long-term growth through diversified portfolios tailored to each client's risk profile, time horizon, and goals. The firm utilizes a disciplined analysis of global markets, strategic asset allocation, and a blend of active management and rigorous manager selection. It serves high-net-worth clients, foundations, and endowments by providing bespoke investment solutions, with an emphasis on capital preservation and tax efficiency.
Top Holdings
Equity Positions (2,999)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.96% | $3.34B | 6,709,310 | $128.33 | $497.41 | +$877.5M |
A AMZN | AMAZON COM INC | 4.17% | $2.33B | 10,635,297 | $86.43 | $219.39 | +$510.3M |
A AAPL | APPLE INC | 3.97% | $2.22B | 10,821,497 | $71.72 | $205.17 | +$341.2M |
N NVDA | NVIDIA CORPORATION | 3.48% | $1.95B | 12,343,698 | $53.16 | $157.99 | +$709.2M |
G GOOGL | ALPHABET INC | 2.26% | $1.27B | 7,183,959 | $80.25 | $176.23 | +$112.4M |