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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+390.94%
AUM
$59.2B
AUM Growth
+$748M
Cap. Flow
-$272M
Cap. Flow %
-0.46%
Top 10 Hldgs %
29.49%
Holding
3,569
New
489
Increased
1,184
Reduced
1,076
Closed
172

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$282M
2
INTU icon
Intuit
INTU
+$269M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$296M
2
CVX icon
Chevron
CVX
+$178M
3
FISV
Fiserv Inc
FISV
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

Rank Sector Weight
1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.76T
$3.16B 5.34%
6,533,586
-61,701
-0.9% -$30.9M
AAPL icon
2
Apple
AAPL
$4.5T
$2.87B 4.85%
10,564,205
-134,231
-1% -$36M
AMZN icon
3
Amazon
AMZN
$3T
$2.3B 3.88%
9,945,180
-626,024
-6% -$143M
NVDA icon
4
NVIDIA
NVDA
$5.27T
$2.26B 3.82%
12,103,232
-85,498
-0.7% -$15.9M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.37T
$2.02B 3.41%
6,443,532
-157,414
-2% -$45M
JPM icon
6
JPMorgan Chase
JPM
$956B
$1.02B 1.72%
3,155,380
-36,942
-1% -$11.4M
AVGO icon
7
Broadcom
AVGO
$2.01T
$966M 1.63%
2,790,816
+268,980
+11% +$96.2M
META icon
8
Meta Platforms (Facebook)
META
$1.52T
$960M 1.62%
1,454,564
+91,140
+7% +$60.9M
V icon
9
Visa
V
$675B
$957M 1.62%
2,727,513
-35,701
-1% -$12.2M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.35T
$943M 1.59%
3,004,241
-130,173
-4% -$37.3M
LLY icon
11
Eli Lilly
LLY
$1.1T
$819M 1.38%
762,246
+208,879
+38% +$200M
AZN icon
12
AstraZeneca
AZN
$251B
$743M 1.26%
4,040,909
-36,165
-0.9% -$6.34M
ODFL icon
13
Old Dominion Freight Line
ODFL
$44.1B
$683M 1.15%
4,355,518
-11,325
-0.3% -$1.62M
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$634M 1.07%
8,740,624
+1,340,364
+18% +$97.5M
BX icon
15
Blackstone
BX
$113B
$617M 1.04%
4,004,273
-59,715
-1% -$9.07M
RTX icon
16
RTX Corp
RTX
$302B
$614M 1.04%
3,346,888
-830,236
-20% -$144M
NEE icon
17
NextEra Energy
NEE
$177B
$605M 1.02%
7,537,722
-47,944
-0.6% -$3.97M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$1.03T
$590M 1%
941,501
+118,811
+14% +$73.8M
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$127B
$564M 0.95%
4,762,780
+993,996
+26% +$118M
ABT icon
20
Abbott
ABT
$188B
$493M 0.83%
3,932,281
-83,810
-2% -$10.7M
XOM icon
21
ExxonMobil
XOM
$657B
$483M 0.82%
4,014,113
-54,171
-1% -$6.28M
TMO icon
22
Thermo Fisher Scientific
TMO
$222B
$468M 0.79%
806,898
-28,067
-3% -$15.9M
ATMP icon
23
iPath Select MLP ETN
ATMP
$632M
$466M 0.79%
16,193,057
+258,631
+2% +$7.34M
DHR icon
24
Danaher
DHR
$147B
$466M 0.79%
2,034,341
+4,614
+0.2% +$1.01M
SPGI icon
25
S&P Global
SPGI
$121B
$464M 0.78%
887,275
-18,194
-2% -$9M
1
2 3 4 5

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CWM
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VRS
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FAF
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BGIM
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CIM
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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, 1,076 reduced and 172 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 Financials and Healthcare.

  • 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 172 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.