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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
CTSH icon
501
Cognizant
CTSH
$21.4B
$3.11M 0.01%
37,522
-835
-2% -$62.5K
SNDK
502
Sandisk
SNDK
$211B
$3.03M 0.01%
12,769
+11,355
+803% +$2.27M
PRU icon
503
Prudential Financial
PRU
$41.4B
$3.02M 0.01%
26,750
-2,045
-7% -$219K
FNDE icon
504
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.47B
$3.02M 0.01%
83,732
+73,267
+700% +$2.67M
TLN
505
Talen Energy Corp
TLN
$17.2B
$2.96M 0.01%
7,908
-1,511
-16% -$587K
SCHF icon
506
Schwab International Equity ETF
SCHF
$65.6B
$2.96M 0.01%
123,188
+18,325
+17% +$436K
MBOT icon
507
Microbot Medical
MBOT
$116M
$2.96M 0.01%
1,480,000
+26,000
+2% +$61.6K
BALL icon
508
Ball Corp
BALL
$16.9B
$2.95M 0.01%
55,669
+24,168
+77% +$1.19M
DRI icon
509
Darden Restaurants
DRI
$22.4B
$2.95M 0.01%
16,013
-760
-5% -$139K
OKTA icon
510
Okta
OKTA
$23.9B
$2.93M ﹤0.01%
33,854
+33,127
+4,557% +$2.89M
CBOE icon
511
Cboe Global Markets
CBOE
$29.6B
$2.9M ﹤0.01%
11,560
+149
+1% +$37.1K
LAMR icon
512
Lamar Advertising Co
LAMR
$16.2B
$2.88M ﹤0.01%
22,741
+920
+4% +$115K
CP icon
513
Canadian Pacific Kansas City
CP
$82.1B
$2.88M ﹤0.01%
39,086
-5,228
-12% -$385K
AXSM icon
514
Axsome Therapeutics
AXSM
$12.3B
$2.86M ﹤0.01%
15,684
+1,309
+9% +$183K
TNL icon
515
Travel + Leisure Co
TNL
$4.56B
$2.85M ﹤0.01%
40,387
-19,599
-33% -$1.28M
DCI icon
516
Donaldson
DCI
$10.7B
$2.84M ﹤0.01%
32,067
+407
+1% +$35.3K
XBI icon
517
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$2.83M ﹤0.01%
23,217
+5,329
+30% +$611K
NUE icon
518
Nucor
NUE
$56.4B
$2.82M ﹤0.01%
17,278
-127
-0.7% -$19.1K
RTO icon
519
Rentokil
RTO
$14.4B
$2.81M ﹤0.01%
95,377
-51,457
-35% -$1.43M
VHT icon
520
Vanguard Health Care ETF
VHT
$18.2B
$2.79M ﹤0.01%
9,696
-126
-1% -$35.2K
ESTC icon
521
Elastic
ESTC
$6.12B
$2.77M ﹤0.01%
36,736
-516
-1% -$42.1K
SPOT icon
522
Spotify
SPOT
$99.5B
$2.77M ﹤0.01%
4,765
-142,150
-97% -$88.9M
SCHG icon
523
Schwab US Large-Cap Growth ETF
SCHG
$58.6B
$2.75M ﹤0.01%
84,377
-10,641
-11% -$346K
CERT icon
524
Certara
CERT
$1.17B
$2.73M ﹤0.01%
309,866
+77,143
+33% +$795K
WRB icon
525
W.R. Berkley
WRB
$27.9B
$2.7M ﹤0.01%
38,535
-3,222
-8% -$237K
19 20
21
22 23

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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.