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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
HWM icon
26
Howmet Aerospace
HWM
$116B
$460M 0.78%
2,243,038
-74,169
-3% -$14.8M
CME icon
27
CME Group
CME
$91.1B
$457M 0.77%
1,674,637
-27,260
-2% -$7.41M
TJX icon
28
TJX Companies
TJX
$171B
$454M 0.77%
2,958,602
-32,464
-1% -$4.8M
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$780B
$439M 0.74%
644,146
+417,135
+184% +$282M
SGOV icon
30
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$416M 0.7%
4,141,877
+2,335,616
+129% +$235M
UNP icon
31
Union Pacific
UNP
$183B
$409M 0.69%
1,769,776
-25,734
-1% -$5.87M
ASML icon
32
ASML
ASML
$680B
$399M 0.67%
373,119
+2,027
+0.5% +$2.11M
LIN icon
33
Linde
LIN
$237B
$385M 0.65%
901,838
+92,871
+11% +$39.8M
APH icon
34
Amphenol
APH
$190B
$383M 0.65%
2,831,577
-64,569
-2% -$8.64M
ICE icon
35
Intercontinental Exchange
ICE
$81.2B
$380M 0.64%
2,348,579
-27,862
-1% -$4.36M
MNST icon
36
Monster Beverage
MNST
$91.6B
$379M 0.64%
4,942,687
-93,853
-2% -$6.72M
TEL icon
37
TE Connectivity
TEL
$58.4B
$364M 0.61%
1,597,847
-496,960
-24% -$115M
VB icon
38
Vanguard Small-Cap ETF
VB
$79.6B
$360M 0.61%
1,397,042
+127,698
+10% +$32.7M
JKHY icon
39
Jack Henry & Associates
JKHY
$10.7B
$344M 0.58%
1,887,305
-36
-0% -$6K
MCD icon
40
McDonald's
MCD
$189B
$341M 0.58%
1,114,425
-13,478
-1% -$4.13M
QCOM icon
41
Qualcomm
QCOM
$177B
$337M 0.57%
1,968,164
-729,065
-27% -$125M
PLD icon
42
Prologis
PLD
$137B
$335M 0.57%
2,626,891
-57,405
-2% -$7.16M
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$227B
$332M 0.56%
5,308,961
+611,848
+13% +$37.5M
UNH icon
44
UnitedHealth
UNH
$384B
$315M 0.53%
955,375
-65,547
-6% -$22.2M
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$56.9B
$303M 0.51%
3,149,600
+189,000
+6% +$18.2M
INTU icon
46
Intuit
INTU
$80.8B
$303M 0.51%
457,562
+407,375
+812% +$269M
SYK icon
47
Stryker
SYK
$126B
$300M 0.51%
853,873
-28,962
-3% -$10.6M
MA icon
48
Mastercard
MA
$474B
$296M 0.5%
518,980
-14,603
-3% -$8.16M
ADP icon
49
Automatic Data Processing
ADP
$99.7B
$296M 0.5%
1,150,563
-39,867
-3% -$10.6M
MLM icon
50
Martin Marietta Materials
MLM
$33.3B
$296M 0.5%
475,138
-6,799
-1% -$4.23M
1
2
3 4 5

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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.