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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
EWT icon
326
iShares MSCI Taiwan ETF
EWT
$10B
$12.2M 0.02%
192,500
– –
DE icon
327
Deere & Co
DE
$170B
$12.2M 0.02%
26,247
+268
+1% +$126K
NVO
328
Novo Nordisk
NVO
$216B
$12.2M 0.02%
239,760
-112,711
-32% -$5.76M
MINT icon
329
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$12.1M 0.02%
120,199
-14,707
-11% -$1.48M
SO icon
330
Southern Company
SO
$110B
$12M 0.02%
137,905
-3,274
-2% -$299K
WDC icon
331
Western Digital
WDC
$179B
$11.9M 0.02%
69,285
-22,142
-24% -$3.36M
CORZ icon
332
Core Scientific
CORZ
$7.23B
$11.8M 0.02%
809,891
-8
-0% -$139
GWW icon
333
W.W. Grainger
GWW
$65.3B
$11.7M 0.02%
11,618
-472
-4% -$458K
PFE icon
334
Pfizer
PFE
$140B
$11.5M 0.02%
462,326
-20,873
-4% -$526K
XLK icon
335
State Street Technology Select Sector SPDR ETF
XLK
$115B
$11.2M 0.02%
78,119
+4,567
+6% +$660K
VLO icon
336
Valero Energy
VLO
$89.8B
$10.9M 0.02%
66,685
+3,346
+5% +$567K
ED icon
337
Consolidated Edison
ED
$41.6B
$10.8M 0.02%
108,837
+85,258
+362% +$8.46M
GFL icon
338
GFL Environmental
GFL
$14.3B
$10.7M 0.02%
250,283
– –
IVW icon
339
iShares S&P 500 Growth ETF
IVW
$72.5B
$10.7M 0.02%
87,141
+8,197
+10% +$1M
COF icon
340
Capital One
COF
$124B
$10.6M 0.02%
43,564
+371
+0.9% +$82.6K
INR
341
Infinity Natural Resources
INR
$248M
$10.5M 0.02%
715,562
+333,972
+88% +$4.38M
IBIT icon
342
iShares Bitcoin Trust
IBIT
$47.2B
$10.5M 0.02%
211,113
+88,728
+72% +$5.04M
VYM icon
343
Vanguard High Dividend Yield ETF
VYM
$81.1B
$10.4M 0.02%
72,144
-2,220
-3% -$316K
EWY icon
344
iShares MSCI South Korea ETF
EWY
$21.7B
$10.2M 0.02%
105,286
+21
+0% +$1.92K
COP icon
345
ConocoPhillips
COP
$147B
$10.2M 0.02%
108,453
-10,822
-9% -$979K
VGT icon
346
Vanguard Information Technology ETF
VGT
$139B
$10.1M 0.02%
106,936
+2,904
+3% +$276K
FDX icon
347
FedEx
FDX
$74.5B
$10M 0.02%
34,607
-64
-0.2% -$16.8K
ISHG icon
348
iShares 1-3 Year International Treasury Bond ETF
ISHG
$854M
$9.56M 0.02%
127,125
+50,896
+67% +$3.84M
IWN icon
349
iShares Russell 2000 Value ETF
IWN
$14.4B
$9.51M 0.02%
52,470
-712
-1% -$128K
PBA icon
350
Pembina Pipeline
PBA
$29.9B
$9.49M 0.02%
249,338
-18,386
-7% -$707K
12 13
14
15 16

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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.