CIBC Private Wealth Group Portfolio holdings
CIBC Private Wealth Group is the U.S. parent of two trust companies and an investment adviser that make up the private wealth business of Canadian bank CIBC. It serves affluent individuals and families who want investing, trust services and private banking from one provider. The business began in 1980 as Pell Rudman, was renamed Atlantic Trust in 2003, and was bought by CIBC from Invesco in 2014. Atlantic Trust had itself taken over the older money manager Stein Roe and Farnham, and the group took the CIBC Private Wealth Group name in 2018.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$282M |
| 2 |
Intuit
INTU
|
+$269M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$235M |
| 4 |
Eli Lilly
LLY
|
+$200M |
| 5 |
Advanced Micro Devices
AMD
|
+$127M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$296M |
| 2 |
Chevron
CVX
|
+$178M |
| 3 |
Fiserv Inc
FISV
|
+$161M |
| 4 |
RTX Corp
RTX
|
+$144M |
| 5 |
Amazon
AMZN
|
+$143M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.14% |
| 2 | Miscellaneous | 13.91% |
| 3 | Financials | 11.73% |
| 4 | Healthcare | 11% |
| 5 | Industrials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$4.02T
| $3.16B | 5.34% |
6,533,586
-61,701
| -0.9% | -$30.9M |
2014 Q1
47 quarters
|
|
2
Apple
AAPL
$5.08T
| $2.87B | 4.85% |
10,564,205
-134,231
| -1% | -$36M |
2014 Q1
47 quarters
|
|
|
3
Amazon
AMZN
$2.92T
| $2.3B | 3.88% |
9,945,180
-626,024
| -6% | -$143M |
2014 Q1
47 quarters
|
|
4
NVIDIA
NVDA
$4.11T
| $2.26B | 3.82% |
12,103,232
-85,498
| -0.7% | -$15.9M |
2014 Q1
47 quarters
|
|
5
Alphabet (Google) Class A
GOOGL
$3.55T
| $2.02B | 3.41% |
6,443,532
-157,414
| -2% | -$45M |
2015 Q4
40 quarters
|
|
6
JPMorgan Chase
JPM
$910B
| $1.02B | 1.72% |
3,155,380
-36,942
| -1% | -$11.4M |
2014 Q1
47 quarters
|
|
7
Broadcom
AVGO
$1.56T
| $966M | 1.63% |
2,790,816
+268,980
| +11% | +$96.2M |
2018 Q2
30 quarters
|
|
8
Meta Platforms (Facebook)
META
$1.64T
| $960M | 1.62% |
1,454,564
+91,140
| +7% | +$60.9M |
2014 Q1
47 quarters
|
|
9
Visa
V
$786B
| $957M | 1.62% |
2,727,513
-35,701
| -1% | -$12.2M |
2014 Q1
47 quarters
|
|
10
Alphabet (Google) Class C
GOOG
$3.52T
| $943M | 1.59% |
3,004,241
-130,173
| -4% | -$37.3M |
2014 Q1
47 quarters
|
|
|
11
Eli Lilly
LLY
$1.26T
| $819M | 1.38% |
762,246
+208,879
| +38% | +$200M |
2014 Q1
47 quarters
|
|
12
AstraZeneca
AZN
$290B
| $743M | 1.26% |
4,040,909
-36,165
| -0.9% | -$6.34M |
2017 Q4
32 quarters
|
|
13
Old Dominion Freight Line
ODFL
$34.7B
| $683M | 1.15% |
4,355,518
-11,325
| -0.3% | -$1.62M |
2014 Q3
45 quarters
|
|
14
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $634M | 1.07% |
8,740,624
+1,340,364
| +18% | +$97.5M |
2017 Q1
35 quarters
|
|
15
Blackstone
BX
$96.7B
| $617M | 1.04% |
4,004,273
-59,715
| -1% | -$9.07M |
2014 Q1
47 quarters
|
|
|
16
RTX Corp
RTX
$269B
| $614M | 1.04% |
3,346,888
-830,236
| -20% | -$144M |
2014 Q1
47 quarters
|
|
17
NextEra Energy
NEE
$180B
| $605M | 1.02% |
7,537,722
-47,944
| -0.6% | -$3.97M |
2014 Q1
47 quarters
|
|
18
Vanguard S&P 500 ETF
VOO
$1.04T
| $590M | 1% |
941,501
+118,811
| +14% | +$73.8M |
2015 Q4
40 quarters
|
|
19
iShares Russell 1000 Growth ETF
IWF
$117B
| $564M | 0.95% |
4,762,780
+993,996
| +26% | +$118M |
2014 Q1
47 quarters
|
|
20
Abbott
ABT
$190B
| $493M | 0.83% |
3,932,281
-83,810
| -2% | -$10.7M |
2014 Q1
47 quarters
|
|
21
ExxonMobil
XOM
$668B
| $483M | 0.82% |
4,014,113
-54,171
| -1% | -$6.28M |
2014 Q1
47 quarters
|
|
22
Thermo Fisher Scientific
TMO
$265B
| $468M | 0.79% |
806,898
-28,067
| -3% | -$15.9M |
2014 Q1
47 quarters
|
|
23
iPath Select MLP ETN
ATMP
$593M
| $466M | 0.79% |
16,193,057
+258,631
| +2% | +$7.34M |
2014 Q1
47 quarters
|
|
24
Danaher
DHR
$164B
| $466M | 0.79% |
2,034,341
+4,614
| +0.2% | +$1.01M |
2014 Q1
47 quarters
|
|
25
S&P Global
SPGI
$136B
| $464M | 0.78% |
887,275
-18,194
| -2% | -$9M |
2016 Q2
38 quarters
|
|
Similar funds
CIBC Private Wealth Group's Q4 2025 Portfolio in Review
As of Q4 2025, CIBC Private Wealth Group held 3,569 positions worth $59.2B, up 1.3% from $58.4B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
CIBC Private Wealth Group's Q4 2025 filing shows 489 new, 1,184 increased, 1,075 reduced and 170 closed positions. Its largest new stake was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M. The largest sale was Workday, an estimated $296M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Miscellaneous and Financials.
- CIBC Private Wealth Group's largest Q4 2025 buy was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M.
- CIBC Private Wealth Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $282M increase.
- CIBC Private Wealth Group's biggest Q4 2025 reduction was Workday, cutting an estimated $296M.
- CIBC Private Wealth Group fully exited Cheniere Energy in Q4 2025, selling an estimated $7.3M.
- CIBC Private Wealth Group's ten largest holdings make up 29% of its $59.2B portfolio in Q4 2025.
- CIBC Private Wealth Group opened 489 new positions and closed 170 in Q4 2025.
- CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $59.2B.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.