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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
IUSV icon
476
iShares Core S&P US Value ETF
IUSV
$27.1B
$3.77M 0.01%
36,745
+32,517
+769% +$3.3M
PEG icon
477
Public Service Enterprise Group
PEG
$39.7B
$3.77M 0.01%
46,890
+356
+0.8% +$29K
SNPS icon
478
Synopsys
SNPS
$71.8B
$3.72M 0.01%
7,909
-828
-9% -$368K
PHYS icon
479
Sprott Physical Gold
PHYS
$14.6B
$3.68M 0.01%
111,509
+8,033
+8% +$254K
VLTO icon
480
Veralto
VLTO
$22.7B
$3.67M 0.01%
36,741
-1,591
-4% -$161K
JEF icon
481
Jefferies Financial Group
JEF
$12.8B
$3.66M 0.01%
59,057
+313
+0.5% +$17.9K
VXUS icon
482
Vanguard Total International Stock ETF
VXUS
$153B
$3.63M 0.01%
48,182
+13,035
+37% +$973K
TMCI icon
483
Treace Medical Concepts
TMCI
$259M
$3.62M 0.01%
1,478,830
-207,691
-12% -$902K
SHY icon
484
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.6M 0.01%
43,506
-7,043
-14% -$584K
NOC icon
485
Northrop Grumman
NOC
$76.7B
$3.56M 0.01%
6,252
+18
+0.3% +$10.4K
IBB icon
486
iShares Biotechnology ETF
IBB
$9.33B
$3.56M 0.01%
21,114
+254
+1% +$41.3K
KMB icon
487
Kimberly-Clark
KMB
$36.3B
$3.54M 0.01%
35,088
-267
-0.8% -$29.2K
UL icon
488
Unilever
UL
$131B
$3.52M 0.01%
53,795
+2,912
+6% +$196K
YUMC icon
489
Yum China
YUMC
$14.9B
$3.5M 0.01%
73,358
-2,860
-4% -$131K
ALL icon
490
Allstate
ALL
$66.6B
$3.48M 0.01%
16,733
-471
-3% -$96.4K
VGK icon
491
Vanguard FTSE Europe ETF
VGK
$30B
$3.42M 0.01%
40,919
+10,517
+35% +$855K
HYG icon
492
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$3.38M 0.01%
41,967
-8,083
-16% -$652K
FLOT icon
493
iShares Floating Rate Bond ETF
FLOT
$10.1B
$3.28M 0.01%
64,506
-5,636
-8% -$287K
RDDT icon
494
Reddit
RDDT
$32.7B
$3.26M 0.01%
14,163
-84
-0.6% -$17.7K
RMD icon
495
ResMed
RMD
$28.4B
$3.22M 0.01%
13,368
-903
-6% -$231K
VRTX icon
496
Vertex Pharmaceuticals
VRTX
$121B
$3.21M 0.01%
7,087
+289
+4% +$125K
REET icon
497
iShares Global REIT ETF
REET
$5.11B
$3.19M 0.01%
127,989
+24,146
+23% +$610K
AVY icon
498
Avery Dennison
AVY
$12.3B
$3.18M 0.01%
17,508
-2,568
-13% -$444K
CULP icon
499
Culp Inc
CULP
$45.3M
$3.13M 0.01%
879,844
– –
GIS icon
500
General Mills
GIS
$19.2B
$3.12M 0.01%
67,167
-6,144
-8% -$292K
18 19
20
21 22

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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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PPFA
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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.