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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
ORI icon
426
Old Republic International
ORI
$10.3B
$5.21M 0.01%
114,163
-1,249
-1% -$54.2K
AKRE
427
Akre Focus ETF
AKRE
$5.14B
$5.19M 0.01%
+79,164
New +$5.12M
KRSP
428
Rice Acquisition Corporation 3
KRSP
$481M
$5.12M 0.01%
+499,376
New +$5.18M
XLF icon
429
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$5.05M 0.01%
92,275
-4,297
-4% -$229K
IGIB icon
430
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$5.04M 0.01%
93,535
-4,081
-4% -$221K
CARR icon
431
Carrier Global
CARR
$57.2B
$5.04M 0.01%
95,289
-13,063
-12% -$726K
AFL icon
432
Aflac
AFL
$63.9B
$5.03M 0.01%
45,629
-299
-0.7% -$32.9K
RPG icon
433
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$5.03M 0.01%
107,695
– –
IWY icon
434
iShares Russell Top 200 Growth ETF
IWY
$16B
$5.01M 0.01%
18,094
-59
-0.3% -$16.3K
PATK icon
435
Patrick Industries
PATK
$2.8B
$4.95M 0.01%
45,691
+8
+0% +$839
ALAB icon
436
Astera Labs
ALAB
$50B
$4.94M 0.01%
29,714
+21,735
+272% +$3.64M
CRWD icon
437
CrowdStrike
CRWD
$187B
$4.78M 0.01%
40,772
-668
-2% -$85K
GLW icon
438
Corning
GLW
$126B
$4.71M 0.01%
53,788
+64
+0.1% +$5.51K
SLB icon
439
SLB Ltd
SLB
$78.4B
$4.69M 0.01%
122,297
-1,704
-1% -$61.8K
SLV icon
440
iShares Silver Trust
SLV
$28.1B
$4.64M 0.01%
72,077
-5,675
-7% -$284K
ABNB icon
441
Airbnb
ABNB
$83.7B
$4.62M 0.01%
34,046
-744
-2% -$92.7K
SNA icon
442
Snap-on
SNA
$20.9B
$4.62M 0.01%
13,397
-24
-0.2% -$8.21K
ACVA icon
443
ACV Auctions
ACVA
$1.35B
$4.6M 0.01%
573,153
+135,372
+31% +$1.1M
LPLA icon
444
LPL Financial
LPLA
$26.3B
$4.57M 0.01%
12,792
+262
+2% +$92.7K
SPG icon
445
Simon Property Group
SPG
$74.5B
$4.52M 0.01%
24,421
+117
+0.5% +$21.3K
SYY icon
446
Sysco
SYY
$39.7B
$4.49M 0.01%
60,977
-1,132
-2% -$86.1K
IT icon
447
Gartner
IT
$9.41B
$4.48M 0.01%
17,769
-2,349
-12% -$565K
SCHX icon
448
Schwab US Large- Cap ETF
SCHX
$70.9B
$4.48M 0.01%
166,304
+849
+0.5% +$22.7K
TYL icon
449
Tyler Technologies
TYL
$12.2B
$4.45M 0.01%
9,812
-757
-7% -$361K
WEC icon
450
WEC Energy
WEC
$37.7B
$4.45M 0.01%
42,218
-1,352
-3% -$150K
16 17
18
19 20

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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.