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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
PM icon
301
Philip Morris
PM
$301B
$16.4M 0.03%
102,367
+2,196
+2% +$340K
LMT icon
302
Lockheed Martin
LMT
$134B
$16.3M 0.03%
33,700
-247
-0.7% -$118K
BKNG icon
303
Booking.com
BKNG
$138B
$16.2M 0.03%
75,650
-625
-0.8% -$129K
CI icon
304
Cigna
CI
$76.6B
$15.6M 0.03%
56,778
-329
-0.6% -$92.2K
PSX icon
305
Phillips 66
PSX
$82.9B
$15.6M 0.03%
120,789
-289
-0.2% -$38.9K
WDAY icon
306
Workday
WDAY
$33.4B
$15.5M 0.03%
72,255
-1,303,715
-95% -$296M
MO icon
307
Altria Group
MO
$122B
$15.3M 0.03%
265,528
-739
-0.3% -$44.6K
PLTR icon
308
Palantir
PLTR
$295B
$14.8M 0.03%
83,427
-6,914
-8% -$1.25M
SPYV icon
309
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$14.7M 0.02%
258,402
+60,993
+31% +$3.43M
YUM icon
310
Yum! Brands
YUM
$41B
$14.7M 0.02%
96,972
+3,631
+4% +$538K
BMY icon
311
Bristol-Myers Squibb
BMY
$127B
$14.5M 0.02%
268,354
-10,873
-4% -$523K
SAIA icon
312
Saia
SAIA
$11.3B
$14.2M 0.02%
43,625
-19,605
-31% -$5.93M
LAD icon
313
Lithia Motors
LAD
$7.78B
$14M 0.02%
42,081
+1,000
+2% +$318K
KNTK icon
314
Kinetik
KNTK
$3.71B
$13.7M 0.02%
381,299
-262,039
-41% -$9.46M
MUB icon
315
iShares National Muni Bond ETF
MUB
$45.1B
$13.7M 0.02%
128,303
+2,383
+2% +$255K
DECK icon
316
Deckers Outdoor
DECK
$13.3B
$13.5M 0.02%
129,930
+31,323
+32% +$2.94M
VONV icon
317
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$13.1M 0.02%
142,348
+141,281
+13,241% +$12.8M
NSC icon
318
Norfolk Southern
NSC
$78.8B
$12.9M 0.02%
44,563
+864
+2% +$250K
VIG icon
319
Vanguard Dividend Appreciation ETF
VIG
$111B
$12.8M 0.02%
58,360
-11,492
-16% -$2.51M
CMCSA icon
320
Comcast
CMCSA
$79.7B
$12.8M 0.02%
427,594
-19,187
-4% -$547K
IYW icon
321
iShares US Technology ETF
IYW
$23.7B
$12.7M 0.02%
63,696
-2,996
-4% -$599K
GEHC icon
322
GE HealthCare
GEHC
$27.6B
$12.7M 0.02%
154,285
-15,958
-9% -$1.24M
INTC icon
323
Intel
INTC
$464B
$12.6M 0.02%
342,109
+1,682
+0.5% +$63.5K
IGSB icon
324
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$12.6M 0.02%
237,615
+5,475
+2% +$290K
IWV icon
325
iShares Russell 3000 ETF
IWV
$19.5B
$12.5M 0.02%
32,369
+683
+2% +$262K
11 12
13
14 15

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CWM
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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
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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.