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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
HBAN icon
401
Huntington Bancshares
HBAN
$35.1B
$6.18M 0.01%
356,388
+1,957
+0.6% +$32.1K
XYL icon
402
Xylem
XYL
$28.5B
$6.15M 0.01%
45,133
-660
-1% -$94.9K
VNQ icon
403
Vanguard Real Estate ETF
VNQ
$39.9B
$6.11M 0.01%
69,012
+9,213
+15% +$828K
URI icon
404
United Rentals
URI
$71.1B
$6.1M 0.01%
7,543
-404
-5% -$351K
CSX icon
405
CSX Corp
CSX
$98.6B
$5.98M 0.01%
164,985
-2,163
-1% -$77.4K
MNR icon
406
Mach Natural Resources
MNR
$2.23B
$5.9M 0.01%
534,655
-66,745
-11% -$801K
CADE
407
DELISTED
Cadence Bank
CADE
$5.85M 0.01%
136,576
-1,067
-0.8% -$42.3K
XLU icon
408
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$5.78M 0.01%
135,448
-3,548
-3% -$157K
KLAC icon
409
KLA
KLAC
$275B
$5.75M 0.01%
47,330
+380
+0.8% +$44.6K
FISV
410
Fiserv Inc
FISV
$27.2B
$5.61M 0.01%
83,589
-1,927,388
-96% -$161M
UNF icon
411
Unifirst Corp
UNF
$5.32B
$5.61M 0.01%
29,073
-8,338
-22% -$1.41M
TRV icon
412
Travelers Companies
TRV
$80.8B
$5.59M 0.01%
19,269
-51
-0.3% -$14.4K
PFO
413
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
$5.56M 0.01%
588,511
– –
INVH icon
414
Invitation Homes
INVH
$17.7B
$5.5M 0.01%
198,070
+1,840
+0.9% +$51.4K
XEL icon
415
Xcel Energy
XEL
$51B
$5.5M 0.01%
74,399
+61,886
+495% +$4.88M
VST icon
416
Vistra
VST
$55.1B
$5.47M 0.01%
33,889
-1,258
-4% -$229K
AYI icon
417
Acuity Brands
AYI
$9.88B
$5.47M 0.01%
15,179
+163
+1% +$58.9K
MGK icon
418
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$5.46M 0.01%
66,160
+9,915
+18% +$814K
HASI icon
419
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
$5.34M 0.01%
170,049
-165,422
-49% -$5.21M
ADSK icon
420
Autodesk
ADSK
$44.3B
$5.29M 0.01%
17,860
+1,772
+11% +$536K
C icon
421
Citigroup
C
$222B
$5.29M 0.01%
45,305
+2,163
+5% +$225K
WIX icon
422
WIX.com
WIX
$2.15B
$5.28M 0.01%
50,838
-689
-1% -$83.3K
PFD
423
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
$5.24M 0.01%
441,364
– –
FRSH icon
424
Freshworks
FRSH
$2.84B
$5.24M 0.01%
427,657
-11,034
-3% -$130K
NBIS
425
Nebius Group N.V.
NBIS
$47.7B
$5.23M 0.01%
62,510
+15,152
+32% +$1.57M
15 16
17
18 19

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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.