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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
TRP icon
276
TC Energy
TRP
$73.5B
$21.3M 0.04%
386,745
+5,542
+1% +$296K
SBUX icon
277
Starbucks
SBUX
$118B
$21M 0.04%
249,092
-8,868
-3% -$748K
ENB icon
278
Enbridge
ENB
$124B
$20.7M 0.04%
433,129
-1,411
-0.3% -$67.4K
RRX icon
279
Regal Rexnord
RRX
$14.2B
$20.6M 0.03%
146,638
-11,679
-7% -$1.66M
VNOM icon
280
Viper Energy
VNOM
$8.81B
$20.5M 0.03%
531,284
-325,561
-38% -$12.3M
VUG icon
281
Vanguard Growth ETF
VUG
$216B
$20.4M 0.03%
250,794
+9,684
+4% +$786K
RVTY icon
282
Revvity
RVTY
$12.3B
$20.3M 0.03%
210,101
-63,106
-23% -$6.06M
CMI icon
283
Cummins
CMI
$91.7B
$20M 0.03%
39,179
+533
+1% +$249K
EQNR icon
284
Equinor
EQNR
$95.9B
$19.1M 0.03%
808,257
-68,934
-8% -$1.63M
BEP icon
285
Brookfield Renewable
BEP
$10B
$19M 0.03%
706,122
-71,188
-9% -$2.02M
OSK icon
286
Oshkosh
OSK
$9.67B
$19M 0.03%
151,552
-9,387
-6% -$1.21M
MNDY icon
287
monday.com
MNDY
$3.27B
$18.6M 0.03%
125,868
-69,683
-36% -$11.7M
IEFA icon
288
iShares Core MSCI EAFE ETF
IEFA
$186B
$18.5M 0.03%
206,584
+136,240
+194% +$12M
BAM icon
289
Brookfield Asset Management
BAM
$74B
$18.5M 0.03%
352,261
-13,914
-4% -$748K
DEO icon
290
Diageo
DEO
$46.2B
$18.3M 0.03%
212,701
-111,772
-34% -$10.3M
NOW icon
291
ServiceNow
NOW
$102B
$18.3M 0.03%
119,464
-484,136
-80% -$83M
EMR icon
292
Emerson Electric
EMR
$82.9B
$18.3M 0.03%
137,832
-12
-0% -$1.59K
PNR icon
293
Pentair
PNR
$10.2B
$17.9M 0.03%
172,288
-10,876
-6% -$1.16M
PCOR icon
294
Procore
PCOR
$6.46B
$17.4M 0.03%
239,768
-18,639
-7% -$1.38M
BNY
295
Bank of New York Mellon
BNY
$108B
$17.3M 0.03%
149,445
-1,631
-1% -$180K
LNT icon
296
Alliant Energy
LNT
$19.4B
$17.2M 0.03%
264,217
+120,041
+83% +$8.04M
RSG icon
297
Republic Services
RSG
$66.7B
$17M 0.03%
80,232
+10,433
+15% +$2.25M
CWEN icon
298
Clearway Energy Class C
CWEN
$5B
$16.9M 0.03%
508,985
-490,412
-49% -$16.3M
BIP icon
299
Brookfield Infrastructure Partners
BIP
$18.8B
$16.8M 0.03%
484,294
-24,555
-5% -$855K
D icon
300
Dominion Energy
D
$62.5B
$16.8M 0.03%
286,383
-49,072
-15% -$2.96M
10 11
12
13 14

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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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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.