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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
PRSU
2501
Pursuit Attractions and Hospitality Inc
PRSU
$1.43B
$7.75K ﹤0.01%
230
-1,654
-88% -$57.8K
IMCR icon
2502
Immunocore
IMCR
$1.78B
$7.74K ﹤0.01%
223
-127
-36% -$4.48K
APPF icon
2503
AppFolio
APPF
$5.85B
$7.68K ﹤0.01%
33
+32
+3,200% +$7.61K
JQC icon
2504
Nuveen Credit Strategies Income Fund
JQC
$702M
$7.62K ﹤0.01%
1,519
-2,632
-63% -$13.4K
BETA
2505
Beta Technologies Inc
BETA
$4.2B
$7.62K ﹤0.01%
+270
New +$8.06K
BYND icon
2506
Beyond Meat
BYND
$288M
$7.6K ﹤0.01%
9,266
+9,004
+3,437% +$12.5K
WF icon
2507
Woori Financial
WF
$15.8B
$7.58K ﹤0.01%
129
– –
CX icon
2508
Cemex
CX
$17.4B
$7.56K ﹤0.01%
658
– –
RING icon
2509
iShares MSCI Global Gold Miners ETF
RING
$2.31B
$7.51K ﹤0.01%
102
– –
MLR icon
2510
Miller Industries
MLR
$586M
$7.51K ﹤0.01%
+201
New +$7.82K
TMV icon
2511
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$180M
$7.43K ﹤0.01%
200
– –
AAP icon
2512
Advance Auto Parts
AAP
$3.37B
$7.43K ﹤0.01%
189
-36
-16% -$1.8K
VDC icon
2513
Vanguard Consumer Staples ETF
VDC
$7.86B
$7.39K ﹤0.01%
35
– –
AMH icon
2514
American Homes 4 Rent
AMH
$12B
$7.38K ﹤0.01%
230
-1,107
-83% -$35.5K
XMMO icon
2515
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
$7.35K ﹤0.01%
+53
New +$7.25K
GIC icon
2516
Global Industrial
GIC
$1.34B
$7.3K ﹤0.01%
250
– –
PVH icon
2517
PVH
PVH
$3.71B
$7.3K ﹤0.01%
+109
New +$8.53K
CBT icon
2518
Cabot Corp
CBT
$4.65B
$7.29K ﹤0.01%
+110
New +$7.32K
NTSE icon
2519
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$53.2M
$7.28K ﹤0.01%
193
– –
DDS icon
2520
Dillards
DDS
$8.87B
$7.28K ﹤0.01%
12
+4
+50% +$2.52K
PALL icon
2521
abrdn Physical Palladium Shares ETF
PALL
$603M
$7.27K ﹤0.01%
250
– –
NHC icon
2522
National Healthcare
NHC
$3.53B
$7.27K ﹤0.01%
53
+3
+6% +$388
OPCH icon
2523
Option Care Health
OPCH
$3.4B
$7.26K ﹤0.01%
228
+226
+11,300% +$6.63K
JHX icon
2524
James Hardie Industries
JHX
$15.4B
$7.26K ﹤0.01%
350
+157
+81% +$3.15K
BRKR icon
2525
Bruker
BRKR
$9.2B
$7.25K ﹤0.01%
154
-304
-66% -$12.8K
99 100
101
102 103

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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.