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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
FLGV icon
2601
Franklin US Treasury Bond ETF
FLGV
$1.03B
$5.5K ﹤0.01%
268
– –
REZ icon
2602
iShares Residential and Multisector Real Estate ETF
REZ
$914M
$5.45K ﹤0.01%
66
– –
THS
2603
DELISTED
Treehouse Foods
THS
$5.45K ﹤0.01%
231
+31
+16% +$677
RXO icon
2604
RXO
RXO
$4.23B
$5.42K ﹤0.01%
429
-100
-19% -$1.48K
NSP icon
2605
Insperity
NSP
$1.85B
$5.42K ﹤0.01%
140
+37
+36% +$1.48K
DINO icon
2606
HF Sinclair
DINO
$15.9B
$5.39K ﹤0.01%
117
+77
+193% +$3.97K
JBBB icon
2607
Janus Henderson B-BBB CLO ETF
JBBB
$1.4B
$5.39K ﹤0.01%
113
-343
-75% -$16.4K
CLDT
2608
Chatham Lodging
CLDT
$630M
$5.35K ﹤0.01%
786
– –
JIRE icon
2609
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$5.34K ﹤0.01%
71
+45
+173% +$3.36K
UHAL icon
2610
U-Haul Holding Co
UHAL
$14B
$5.34K ﹤0.01%
106
-11
-9% -$585
SCMB icon
2611
Schwab Municipal Bond ETF
SCMB
$3.96B
$5.31K ﹤0.01%
+206
New +$5.31K
HR icon
2612
Healthcare Realty
HR
$7.42B
$5.3K ﹤0.01%
313
-2,768
-90% -$49.3K
CRON
2613
Cronos Group
CRON
$1.05B
$5.26K ﹤0.01%
2,000
-1,000
-33% -$2.59K
LPX icon
2614
Louisiana-Pacific
LPX
$5.2B
$5.25K ﹤0.01%
65
+30
+86% +$2.54K
REZI icon
2615
Resideo Technologies
REZI
$5.23B
$5.2K ﹤0.01%
148
+43
+41% +$1.59K
IYZ icon
2616
iShares US Telecommunications ETF
IYZ
$1.19B
$5.19K ﹤0.01%
153
– –
GRND icon
2617
Grindr
GRND
$2.64B
$5.13K ﹤0.01%
379
– –
SEDG icon
2618
SolarEdge
SEDG
$2.59B
$5.08K ﹤0.01%
176
+14
+9% +$488
RLY icon
2619
State Street Multi-Asset Real Return ETF
RLY
$1.26B
$5.06K ﹤0.01%
+161
New +$5.05K
ZG icon
2620
Zillow
ZG
$7.02B
$5.05K ﹤0.01%
74
-141
-66% -$9.92K
DEM icon
2621
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$5.04K ﹤0.01%
108
– –
HNI icon
2622
HNI Corp
HNI
$3B
$5.04K ﹤0.01%
120
+52
+76% +$2.2K
PRAX icon
2623
Praxis Precision Medicines
PRAX
$9.07B
$5.01K ﹤0.01%
+17
New +$3.17K
EOLS icon
2624
Evolus
EOLS
$394M
$4.99K ﹤0.01%
750
– –
NSA
2625
DELISTED
National Storage Affiliates Trust
NSA
$4.94K ﹤0.01%
175
+42
+32% +$1.25K
103 104
105
106 107

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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.