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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
+389.71%
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
ZS icon
226
Zscaler
ZS
$23B
$32.3M 0.05%
143,808
-10,349
-7% -$2.92M
WES icon
227
Western Midstream Partners
WES
$19.8B
$31.9M 0.05%
808,490
-578
-0.1% -$22.4K
AGG icon
228
iShares Core US Aggregate Bond ETF
AGG
$138B
$31.7M 0.05%
317,809
-9,415
-3% -$945K
TTE icon
229
TotalEnergies
TTE
$193B
$31.7M 0.05%
485,222
+478,082
+6,696% +$30.2M
SAP icon
230
SAP
SAP
$188B
$31.4M 0.05%
129,380
+6,403
+5% +$1.63M
CNI icon
231
Canadian National Railway
CNI
$79B
$31.4M 0.05%
317,879
-22,829
-7% -$2.19M
EQT icon
232
EQT Corp
EQT
$33.2B
$31M 0.05%
578,172
+5,871
+1% +$330K
ACN icon
233
Accenture
ACN
$89.9B
$30.6M 0.05%
114,120
-4,419
-4% -$1.12M
KEYS icon
234
Keysight
KEYS
$54.2B
$30.3M 0.05%
149,328
-8,772
-6% -$1.63M
DPZ icon
235
Domino's
DPZ
$11.1B
$29.9M 0.05%
71,713
+16,995
+31% +$7.08M
IJR icon
236
iShares Core S&P Small-Cap ETF
IJR
$109B
$29.6M 0.05%
246,674
+92,607
+60% +$11.1M
TRU icon
237
TransUnion
TRU
$14.7B
$29.3M 0.05%
341,669
-26,547
-7% -$2.18M
EVRG icon
238
Evergy
EVRG
$20.1B
$29.2M 0.05%
402,417
-79,268
-16% -$6.01M
GWRE icon
239
Guidewire Software
GWRE
$11.5B
$28.8M 0.05%
143,293
-45,740
-24% -$10.1M
MSCI icon
240
MSCI
MSCI
$40.1B
$27.4M 0.05%
47,757
-3,053
-6% -$1.71M
VONG icon
241
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$27.4M 0.05%
224,998
+214,551
+2,054% +$26.2M
IEX icon
242
IDEX
IEX
$16.5B
$27.4M 0.05%
153,794
-18,518
-11% -$3.16M
AJG icon
243
Arthur J. Gallagher & Co
AJG
$63.4B
$27.1M 0.05%
104,629
-169,030
-62% -$44.7M
DUK icon
244
Duke Energy
DUK
$101B
$26.4M 0.04%
225,280
+170,289
+310% +$20.8M
PPL
245
PPL Corp
PPL
$27.4B
$26.4M 0.04%
753,223
+750,432
+26,888% +$27.1M
GD icon
246
General Dynamics
GD
$104B
$26.3M 0.04%
78,035
+381
+0.5% +$130K
AR icon
247
Antero Resources
AR
$11B
$26M 0.04%
753,091
-160,067
-18% -$5.42M
CPRT icon
248
Copart
CPRT
$25.9B
$25.9M 0.04%
661,333
-100,768
-13% -$4.18M
CMG icon
249
Chipotle Mexican Grill
CMG
$40.8B
$25.8M 0.04%
698,389
-255,977
-27% -$9.26M
MCO icon
250
Moody's
MCO
$82.3B
$25.8M 0.04%
50,570
-161
-0.3% -$78.6K
8 9
10
11 12

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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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PPFA
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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.