We are live on ! Find out more
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
BRO icon
451
Brown & Brown
BRO
$22.9B
$4.43M 0.01%
55,575
-6,078
-10% -$507K
IVE icon
452
iShares S&P 500 Value ETF
IVE
$48.9B
$4.43M 0.01%
20,873
-2,879
-12% -$603K
SSB icon
453
SouthState Bank Corp
SSB
$10.4B
$4.41M 0.01%
46,826
-303
-0.6% -$28.1K
DOV icon
454
Dover
DOV
$27.2B
$4.36M 0.01%
22,331
-426
-2% -$77.6K
ACEL icon
455
Accel Entertainment
ACEL
$979M
$4.36M 0.01%
382,049
+500
+0.1% +$5.27K
UBER icon
456
Uber
UBER
$134B
$4.32M 0.01%
52,924
+3,260
+7% +$294K
HGV icon
457
Hilton Grand Vacations
HGV
$3.84B
$4.24M 0.01%
94,744
+32,012
+51% +$1.36M
SPSM icon
458
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$4.22M 0.01%
90,088
+7,732
+9% +$361K
TROW icon
459
T. Rowe Price
TROW
$25B
$4.2M 0.01%
41,063
-1,338
-3% -$138K
MPC icon
460
Marathon Petroleum
MPC
$90.3B
$4.17M 0.01%
25,656
+1,394
+6% +$261K
CFR icon
461
Cullen/Frost Bankers
CFR
$10.3B
$4.17M 0.01%
32,918
-2,213
-6% -$278K
PAYX icon
462
Paychex
PAYX
$40.4B
$4.13M 0.01%
36,857
-280
-0.8% -$32.8K
GM icon
463
General Motors
GM
$74.7B
$4.08M 0.01%
50,231
-5,091
-9% -$359K
IEMG icon
464
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$4.06M 0.01%
60,398
+14,083
+30% +$945K
QCLN icon
465
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$633M
$4.05M 0.01%
90,880
+849
+0.9% +$38.2K
POST icon
466
Post Holdings
POST
$4.12B
$4.01M 0.01%
40,515
+14,999
+59% +$1.55M
WPM icon
467
Wheaton Precious Metals
WPM
$50.6B
$3.99M 0.01%
33,935
+1,991
+6% +$213K
HLF icon
468
Herbalife
HLF
$1.23B
$3.99M 0.01%
309,249
-127,870
-29% -$1.35M
EQR icon
469
Equity Residential
EQR
$25.4B
$3.98M 0.01%
63,061
-871
-1% -$53.4K
DIA icon
470
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$3.97M 0.01%
8,264
-22
-0.3% -$10.4K
APD icon
471
Air Products & Chemicals
APD
$66.3B
$3.96M 0.01%
16,045
-1,435
-8% -$364K
WAB icon
472
Wabtec
WAB
$51.1B
$3.91M 0.01%
18,305
-108
-0.6% -$22.2K
MU icon
473
Micron Technology
MU
$1.04T
$3.9M 0.01%
13,674
+1,149
+9% +$264K
PFF icon
474
iShares Preferred and Income Securities ETF
PFF
$13.2B
$3.81M 0.01%
123,061
-13,456
-10% -$419K
WSO icon
475
Watsco Inc
WSO
$14.9B
$3.79M 0.01%
11,246
-563
-5% -$201K
17 18
19
20 21

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.