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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
WBD icon
526
Warner Bros
WBD
$65.6B
$2.67M ﹤0.01%
92,543
-18,598
-17% -$435K
UUUU icon
527
Energy Fuels
UUUU
$2.88B
$2.62M ﹤0.01%
180,331
+129
+0.1% +$2.19K
ROK icon
528
Rockwell Automation
ROK
$51.8B
$2.6M ﹤0.01%
6,690
+485
+8% +$182K
SGI
529
Somnigroup International
SGI
$15.1B
$2.59M ﹤0.01%
28,992
+503
+2% +$43.9K
FBTC icon
530
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$2.56M ﹤0.01%
33,549
+1,876
+6% +$164K
KDP icon
531
Keurig Dr Pepper
KDP
$40.4B
$2.55M ﹤0.01%
90,978
-10,629
-10% -$292K
TGT icon
532
Target
TGT
$62.3B
$2.55M ﹤0.01%
26,044
-854
-3% -$78.7K
TTAN
533
ServiceTitan Inc
TTAN
$6.72B
$2.52M ﹤0.01%
23,674
-197
-0.8% -$19.2K
HYS icon
534
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$2.49M ﹤0.01%
26,298
+13,068
+99% +$1.24M
CCK icon
535
Crown Holdings
CCK
$12.8B
$2.48M ﹤0.01%
24,114
+3,102
+15% +$302K
GTLB icon
536
GitLab
GTLB
$5.26B
$2.47M ﹤0.01%
65,806
+65,240
+11,527% +$2.82M
RPV icon
537
Invesco S&P 500 Pure Value ETF
RPV
$1.61B
$2.46M ﹤0.01%
23,815
+30
+0.1% +$3.02K
VSS icon
538
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$2.46M ﹤0.01%
17,165
+2,092
+14% +$298K
OXY icon
539
Occidental Petroleum
OXY
$56.8B
$2.45M ﹤0.01%
59,582
-7,768
-12% -$324K
BIL icon
540
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.42M ﹤0.01%
26,435
+23,005
+671% +$2.11M
WFC.PRL icon
541
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$2.35M ﹤0.01%
1,940
– –
GTM
542
ZoomInfo Technologies
GTM
$866M
$2.34M ﹤0.01%
229,961
-266,751
-54% -$2.75M
KR icon
543
Kroger
KR
$34.6B
$2.32M ﹤0.01%
37,131
+1,132
+3% +$74K
TFC icon
544
Truist Financial
TFC
$63B
$2.31M ﹤0.01%
46,874
+7,395
+19% +$341K
ITOT icon
545
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$2.3M ﹤0.01%
15,501
-104
-0.7% -$15.3K
TT icon
546
Trane Technologies
TT
$107B
$2.3M ﹤0.01%
5,921
-293
-5% -$121K
KKR icon
547
KKR & Co
KKR
$87.9B
$2.3M ﹤0.01%
18,058
-2,104
-10% -$262K
FNDX icon
548
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$2.3M ﹤0.01%
84,475
+4,169
+5% +$112K
AZ icon
549
A2Z Smart Technologies
AZ
$248M
$2.3M ﹤0.01%
352,582
+63,600
+22% +$409K
BINC icon
550
BlackRock Flexible Income ETF
BINC
$16B
$2.29M ﹤0.01%
43,303
+4,528
+12% +$240K
20 21
22
23 24

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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.