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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
GOLF icon
2476
Acushnet Holdings
GOLF
$6.13B
$8.46K ﹤0.01%
106
+6
+6% +$487
IBTI icon
2477
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$8.45K ﹤0.01%
+378
New +$8.46K
SR icon
2478
Spire
SR
$4.92B
$8.44K ﹤0.01%
102
-1,223
-92% -$104K
IVR icon
2479
Invesco Mortgage Capital
IVR
$776M
$8.41K ﹤0.01%
1,000
– –
NG icon
2480
NovaGold Resources
NG
$2.6B
$8.41K ﹤0.01%
+902
New +$8.37K
BV icon
2481
BrightView Holdings
BV
$1.31B
$8.39K ﹤0.01%
662
– –
IBDY icon
2482
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$8.23K ﹤0.01%
+315
New +$8.26K
MHD icon
2483
BlackRock MuniHoldings Fund
MHD
$597M
$8.22K ﹤0.01%
700
– –
MLGO
2484
MicroAlgo
MLGO
$45.6M
$8.2K ﹤0.01%
1,856
– –
SAM icon
2485
Boston Beer
SAM
$1.88B
$8.2K ﹤0.01%
42
-202
-83% -$41.7K
WGS icon
2486
GeneDx Holdings
WGS
$1.75B
$8.19K ﹤0.01%
63
+1
+2% +$137
TDW icon
2487
Tidewater
TDW
$3.91B
$8.18K ﹤0.01%
162
+11
+7% +$581
TCMD icon
2488
Tactile Systems Technology
TCMD
$620M
$8.18K ﹤0.01%
282
+50
+22% +$1.11K
IBDV icon
2489
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$8.14K ﹤0.01%
369
+345
+1,438% +$7.63K
NHI icon
2490
National Health Investors
NHI
$3.9B
$8.1K ﹤0.01%
106
– –
SPXN icon
2491
ProShares S&P 500 ex-Financials ETF
SPXN
$75.7M
$8.08K ﹤0.01%
+109
New +$8K
TLK icon
2492
Telkom Indonesia
TLK
$14.2B
$8.04K ﹤0.01%
382
+35
+10% +$715
RCI icon
2493
Rogers Communications
RCI
$17.7B
$8K ﹤0.01%
212
– –
OPEN icon
2494
Opendoor
OPEN
$3.69B
$7.89K ﹤0.01%
1,353
-45
-3% -$322
PONY
2495
Pony AI Inc
PONY
$3.1B
$7.89K ﹤0.01%
544
– –
IYR icon
2496
iShares US Real Estate ETF
IYR
$4.59B
$7.83K ﹤0.01%
83
– –
IONS icon
2497
Ionis Pharmaceuticals
IONS
$9.35B
$7.83K ﹤0.01%
99
+88
+800% +$6.63K
FSTA icon
2498
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.4B
$7.79K ﹤0.01%
158
+1
+0.6% +$50
PCF
2499
High Income Securities Fund
PCF
$99.6M
$7.77K ﹤0.01%
1,263
– –
AVSC icon
2500
Avantis US Small Cap Equity ETF
AVSC
$3.01B
$7.75K ﹤0.01%
+132
New +$7.65K
98 99
100
101 102

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.