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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
IGF icon
251
iShares Global Infrastructure ETF
IGF
$11B
$25.8M 0.04%
420,094
+214,428
+104% +$13.2M
ENTG icon
252
Entegris
ENTG
$19.7B
$25.8M 0.04%
305,666
-48,769
-14% -$4.24M
HQY icon
253
HealthEquity
HQY
$7.91B
$25.4M 0.04%
276,723
+63,317
+30% +$6.06M
MRVL icon
254
Marvell Technology
MRVL
$174B
$25M 0.04%
294,411
-159,178
-35% -$13.9M
FANG icon
255
Diamondback Energy
FANG
$57.6B
$24.9M 0.04%
165,725
-16,413
-9% -$2.42M
CAT icon
256
Caterpillar
CAT
$409B
$24.9M 0.04%
43,404
+1,099
+3% +$611K
VXF icon
257
Vanguard Extended Market ETF
VXF
$30.3B
$24.7M 0.04%
118,093
+25,332
+27% +$5.32M
WCC
258
WESCO International
WCC
$16.2B
$24.6M 0.04%
100,653
-6,345
-6% -$1.56M
WFC icon
259
Wells Fargo
WFC
$261B
$24.4M 0.04%
261,388
+4,821
+2% +$419K
MBB icon
260
iShares MBS ETF
MBB
$39B
$24.1M 0.04%
253,453
+16,679
+7% +$1.59M
SUB icon
261
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$24.1M 0.04%
225,669
+4,622
+2% +$493K
AEP icon
262
American Electric Power
AEP
$73.7B
$23.9M 0.04%
207,666
+133,149
+179% +$15.7M
SHW icon
263
Sherwin-Williams
SHW
$78.3B
$23.9M 0.04%
73,780
-4,515
-6% -$1.51M
LQD icon
264
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$23.8M 0.04%
215,543
-33,811
-14% -$3.76M
VCSH icon
265
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$23.3M 0.04%
292,300
-1,583
-0.5% -$126K
FSLR icon
266
First Solar
FSLR
$21.8B
$23.2M 0.04%
88,717
-118,826
-57% -$30M
IWS icon
267
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$23.1M 0.04%
163,760
+29,604
+22% +$4.14M
GLD icon
268
SPDR Gold Trust
GLD
$131B
$22.9M 0.04%
57,877
+1,476
+3% +$564K
VBK icon
269
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$22.8M 0.04%
75,583
+20,980
+38% +$6.33M
EPI icon
270
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$22.7M 0.04%
489,592
-1,381
-0.3% -$63.2K
HON icon
271
Honeywell
HON
$77B
$22.3M 0.04%
114,356
-13,706
-11% -$2.68M
BAC icon
272
Bank of America
BAC
$435B
$21.8M 0.04%
396,971
+8,246
+2% +$436K
TXO icon
273
TXO Partners LP
TXO
$726M
$21.7M 0.04%
2,034,567
+226,600
+13% +$2.87M
ZWS icon
274
Zurn Elkay Water Solutions
ZWS
$8.07B
$21.7M 0.04%
465,919
-28,243
-6% -$1.33M
BDX icon
275
Becton Dickinson
BDX
$43.1B
$21.3M 0.04%
109,824
-2,169
-2% -$413K
9 10
11
12 13

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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.