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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
AON icon
376
Aon
AON
$77.3B
$7.68M 0.01%
21,767
-1,163
-5% -$406K
MDB icon
377
MongoDB
MDB
$24B
$7.65M 0.01%
18,234
-355
-2% -$129K
EW icon
378
Edwards Lifesciences
EW
$47.6B
$7.6M 0.01%
89,119
-6,422
-7% -$527K
LRCX icon
379
Lam Research
LRCX
$382B
$7.51M 0.01%
43,871
+4,823
+12% +$750K
USB icon
380
US Bancorp
USB
$99.6B
$7.5M 0.01%
140,647
-7,064
-5% -$347K
SDY icon
381
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$7.46M 0.01%
53,601
-816
-1% -$114K
SUN icon
382
Sunoco
SUN
$14.2B
$7.45M 0.01%
142,135
+80
+0.1% +$4.23K
FAST icon
383
Fastenal
FAST
$54B
$7.43M 0.01%
185,169
+267
+0.1% +$11.2K
ANET icon
384
Arista Networks
ANET
$219B
$7.41M 0.01%
56,569
+657
+1% +$90.4K
VZ icon
385
Verizon
VZ
$194B
$7.4M 0.01%
181,627
+4,954
+3% +$201K
RBLX icon
386
Roblox
RBLX
$34B
$7.3M 0.01%
90,089
-47,258
-34% -$5.02M
SBAC icon
387
SBA Communications
SBAC
$18.4B
$7.29M 0.01%
37,691
-2,410
-6% -$466K
GILD icon
388
Gilead Sciences
GILD
$161B
$7.26M 0.01%
59,110
-1,201
-2% -$146K
T icon
389
AT&T
T
$165B
$6.98M 0.01%
281,065
+930
+0.3% +$23.5K
TEAM icon
390
Atlassian
TEAM
$22B
$6.77M 0.01%
41,772
+21,893
+110% +$3.44M
WK icon
391
Workiva
WK
$2.94B
$6.76M 0.01%
78,416
-677
-0.9% -$59.9K
DBJP icon
392
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$690M
$6.76M 0.01%
71,410
– –
CVS icon
393
CVS Health
CVS
$137B
$6.76M 0.01%
85,165
+32,808
+63% +$2.59M
WING icon
394
Wingstop
WING
$3.68B
$6.67M 0.01%
27,950
-14,354
-34% -$3.56M
MDY icon
395
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$6.47M 0.01%
10,721
-443
-4% -$265K
SCHD icon
396
Schwab US Dividend Equity ETF
SCHD
$102B
$6.43M 0.01%
234,331
+656
+0.3% +$17.8K
GL icon
397
Globe Life
GL
$13.5B
$6.37M 0.01%
45,532
-226
-0.5% -$30.6K
MSI icon
398
Motorola Solutions
MSI
$69.4B
$6.36M 0.01%
16,581
-295
-2% -$119K
BILL icon
399
BILL Holdings
BILL
$4.33B
$6.25M 0.01%
114,639
+9,025
+9% +$464K
FAS icon
400
Direxion Daily Financial Bull 3x ETF
FAS
$2.4B
$6.2M 0.01%
36,860
– –
14 15
16
17 18

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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.