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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
ARCC icon
351
Ares Capital
ARCC
$13.5B
$9.45M 0.02%
467,328
-17,644
-4% -$356K
CWEN.A
352
DELISTED
Clearway Energy Class A
CWEN.A
$9.36M 0.02%
297,783
+9
+0% +$282
VBR icon
353
Vanguard Small-Cap Value ETF
VBR
$37.1B
$9.27M 0.02%
43,750
+32,895
+303% +$6.89M
NU icon
354
Nu Holdings
NU
$68.1B
$9.01M 0.02%
538,128
-6,273
-1% -$101K
HTO
355
H2O America
HTO
$2.67B
$9M 0.02%
183,639
+8
+0% +$384
MRSH
356
Marsh
MRSH
$86.3B
$8.93M 0.02%
48,119
-1,489
-3% -$278K
FTAI icon
357
FTAI Aviation
FTAI
$22.2B
$8.87M 0.02%
45,054
-3,775
-8% -$643K
PXF icon
358
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$8.74M 0.01%
133,360
+1,605
+1% +$101K
IWO icon
359
iShares Russell 2000 Growth ETF
IWO
$14.5B
$8.67M 0.01%
26,849
+42
+0.2% +$13.7K
HCA icon
360
HCA Healthcare
HCA
$84.8B
$8.63M 0.01%
18,479
-605
-3% -$281K
CEG icon
361
Constellation Energy
CEG
$98B
$8.52M 0.01%
24,118
-21,352
-47% -$7.76M
JCI icon
362
Johnson Controls International
JCI
$87.5B
$8.48M 0.01%
70,780
+204
+0.3% +$23.4K
CMS icon
363
CMS Energy
CMS
$23.1B
$8.48M 0.01%
121,202
+114,954
+1,840% +$8.36M
AMAT icon
364
Applied Materials
AMAT
$426B
$8.46M 0.01%
32,920
+2,462
+8% +$590K
FIX icon
365
Comfort Systems
FIX
$61B
$8.44M 0.01%
9,049
-82
-0.9% -$75.7K
DVY icon
366
iShares Select Dividend ETF
DVY
$24B
$8.32M 0.01%
58,960
+20
+0% +$2.83K
SCI icon
367
Service Corp International
SCI
$11.4B
$8.26M 0.01%
105,921
-29,747
-22% -$2.38M
BRZE icon
368
Braze
BRZE
$2.45B
$8.21M 0.01%
239,399
+52,622
+28% +$1.56M
MCK icon
369
McKesson
MCK
$98.5B
$8.08M 0.01%
9,853
-6
-0.1% -$4.9K
WBI
370
WaterBridge Infrastructure LLC
WBI
$1.64B
$8M 0.01%
400,000
+300,000
+300% +$6.96M
VEU icon
371
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$7.94M 0.01%
107,908
+4,201
+4% +$306K
DIHP icon
372
Dimensional International High Profitability ETF
DIHP
$6.18B
$7.92M 0.01%
250,027
-109,055
-30% -$3.39M
SPYM
373
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$7.91M 0.01%
98,584
+79,335
+412% +$6.31M
NKE icon
374
Nike
NKE
$61.9B
$7.88M 0.01%
123,738
-7,827
-6% -$510K
DTE icon
375
DTE Energy
DTE
$31.1B
$7.84M 0.01%
60,818
-2
-0% -$272
13 14
15
16 17

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CWM
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VRS
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FAF
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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.