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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
GAMR icon
3451
Amplify Video Game Tech ETF
GAMR
$36.8M
– –
-7
Closed -$677
GOOD
3452
Gladstone Commercial Corp
GOOD
$626M
– –
-1
Closed -$12
GOVZ icon
3453
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$263M
– –
-38
Closed -$1.46K
GSAT icon
3454
Globalstar
GSAT
$10.2B
– –
-3
Closed -$109
GSST icon
3455
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.55B
– –
-120
Closed -$6.08K
GWAV icon
3456
Greenwave Technology Solutions
GWAV
$2.18M
– –
-90
Closed -$610
HBI
3457
DELISTED
Hanesbrands
HBI
– –
-5
Closed -$33
HELE icon
3458
Helen of Troy
HELE
$663M
– –
-45
Closed -$1.13K
HIPS icon
3459
GraniteShares HIPS US High Income ETF
HIPS
$110M
– –
-800
Closed -$9.43K
HMOP icon
3460
Hartford Municipal Opportunities ETF
HMOP
$777M
– –
-416
Closed -$16.2K
HNST icon
3461
The Honest Company
HNST
$417M
– –
-685
Closed -$2.52K
HTZWW
3462
Hertz Global Holdings Warrants
HTZWW
$74.7M
– –
-53,253
Closed -$197K
HYLB icon
3463
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
– –
-427
Closed -$15.8K
HYZD icon
3464
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
– –
-75
Closed -$1.69K
IBDQ
3465
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-13,327
Closed -$336K
IBTF
3466
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-18,400
Closed -$430K
IBTK icon
3467
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$908M
– –
-265
Closed -$5.27K
IBUY icon
3468
Amplify Online Retail ETF
IBUY
$106M
– –
-10
Closed -$762
ICOW icon
3469
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.76B
– –
-2,665
Closed -$97.1K
IFRA icon
3470
iShares US Infrastructure ETF
IFRA
$4.64B
– –
-23
Closed -$1.23K
IGRO icon
3471
iShares International Dividend Growth ETF
IGRO
$1.27B
– –
-1,425
Closed -$114K
IHAK icon
3472
iShares Cybersecurity and Tech ETF
IHAK
$992M
– –
-12
Closed -$628
IJUL icon
3473
Innovator International Developed Power Buffer ETF July
IJUL
$238M
– –
-6,264
Closed -$205K
IMAX icon
3474
IMAX
IMAX
$2.38B
– –
-834
Closed -$27.3K
INFA
3475
DELISTED
Informatica
INFA
– –
-321
Closed -$7.97K
137 138
139
140 141

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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.