CIBC Private Wealth Group Portfolio holdings
CIBC Private Wealth Group is the U.S. parent of two trust companies and an investment adviser that make up the private wealth business of Canadian bank CIBC. It serves affluent individuals and families who want investing, trust services and private banking from one provider. The business began in 1980 as Pell Rudman, was renamed Atlantic Trust in 2003, and was bought by CIBC from Invesco in 2014. Atlantic Trust had itself taken over the older money manager Stein Roe and Farnham, and the group took the CIBC Private Wealth Group name in 2018.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$282M |
| 2 |
Intuit
INTU
|
+$269M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$235M |
| 4 |
Eli Lilly
LLY
|
+$200M |
| 5 |
Advanced Micro Devices
AMD
|
+$127M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$296M |
| 2 |
Chevron
CVX
|
+$178M |
| 3 |
Fiserv Inc
FISV
|
+$161M |
| 4 |
RTX Corp
RTX
|
+$144M |
| 5 |
Amazon
AMZN
|
+$143M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.14% |
| 2 | Miscellaneous | 13.91% |
| 3 | Financials | 11.73% |
| 4 | Healthcare | 11% |
| 5 | Industrials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Howmet Aerospace
HWM
$87.1B
| $460M | 0.78% |
2,243,038
-74,169
| -3% | -$14.8M |
2021 Q2
18 quarters
|
|
27
CME Group
CME
$109B
| $457M | 0.77% |
1,674,637
-27,260
| -2% | -$7.41M |
2014 Q1
47 quarters
|
|
28
TJX Companies
TJX
$151B
| $454M | 0.77% |
2,958,602
-32,464
| -1% | -$4.8M |
2014 Q1
47 quarters
|
|
|
29
State Street SPDR S&P 500 ETF Trust
SPY
$796B
| $439M | 0.74% |
644,146
+417,135
| +184% | +$282M |
2014 Q1
47 quarters
|
|
|
30
iShares 0-3 Month Treasury Bond ETF
SGOV
$117B
| $416M | 0.7% |
4,141,877
+2,335,616
| +129% | +$235M |
2023 Q3
9 quarters
|
|
31
Union Pacific
UNP
$176B
| $409M | 0.69% |
1,769,776
-25,734
| -1% | -$5.87M |
2014 Q1
47 quarters
|
|
32
ASML
ASML
$581B
| $399M | 0.67% |
373,119
+2,027
| +0.5% | +$2.11M |
2017 Q1
35 quarters
|
|
33
Linde
LIN
$240B
| $385M | 0.65% |
901,838
+92,871
| +11% | +$39.8M |
2018 Q4
28 quarters
|
|
34
Amphenol
APH
$197B
| $383M | 0.65% |
5,663,154
-129,138
| -2% | -$8.64M |
2014 Q1
47 quarters
|
|
35
Intercontinental Exchange
ICE
$98.6B
| $380M | 0.64% |
2,348,579
-27,862
| -1% | -$4.36M |
2014 Q1
47 quarters
|
|
36
Monster Beverage
MNST
$88.8B
| $379M | 0.64% |
9,885,374
-187,706
| -2% | -$6.72M |
2014 Q1
47 quarters
|
|
37
TE Connectivity
TEL
$62.7B
| $364M | 0.61% |
1,597,847
-496,960
| -24% | -$115M |
2020 Q3
21 quarters
|
|
38
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
| $360M | 0.61% |
1,397,042
+127,698
| +10% | +$32.7M |
2015 Q1
43 quarters
|
|
39
Jack Henry & Associates
JKHY
$11.9B
| $344M | 0.58% |
1,887,305
-36
| -0% | -$6K |
2014 Q4
44 quarters
|
|
40
McDonald's
MCD
$199B
| $341M | 0.58% |
1,114,425
-13,478
| -1% | -$4.13M |
2014 Q1
47 quarters
|
|
41
Qualcomm
QCOM
$186B
| $337M | 0.57% |
1,968,164
-729,065
| -27% | -$125M |
2014 Q1
47 quarters
|
|
42
Prologis
PLD
$124B
| $335M | 0.57% |
2,626,891
-57,405
| -2% | -$7.16M |
2020 Q3
21 quarters
|
|
43
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $332M | 0.56% |
5,308,961
+611,848
| +13% | +$37.5M |
2014 Q1
47 quarters
|
|
44
UnitedHealth
UNH
$363B
| $315M | 0.53% |
955,375
-65,547
| -6% | -$22.2M |
2014 Q1
47 quarters
|
|
45
iShares Russell Mid-Cap ETF
IWR
$58.3B
| $303M | 0.51% |
3,149,600
+189,000
| +6% | +$18.2M |
2014 Q1
47 quarters
|
|
|
46
Intuit
INTU
$91B
| $303M | 0.51% |
457,562
+407,375
| +812% | +$269M |
2020 Q3
21 quarters
|
|
47
Stryker
SYK
$123B
| $300M | 0.51% |
853,873
-28,962
| -3% | -$10.6M |
2014 Q1
47 quarters
|
|
48
Mastercard
MA
$574B
| $296M | 0.5% |
518,980
-14,603
| -3% | -$8.16M |
2014 Q1
47 quarters
|
|
49
Automatic Data Processing
ADP
$119B
| $296M | 0.5% |
1,150,563
-39,867
| -3% | -$10.6M |
2014 Q1
47 quarters
|
|
50
Martin Marietta Materials
MLM
$37.8B
| $296M | 0.5% |
475,138
-6,799
| -1% | -$4.23M |
2020 Q3
21 quarters
|
|
Similar funds
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, 1,075 reduced and 170 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 Miscellaneous and Financials.
- 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 170 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.