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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
VT icon
551
Vanguard Total World Stock ETF
VT
$76.7B
$2.27M ﹤0.01%
16,085
-100
-0.6% -$14K
BP icon
552
BP
BP
$113B
$2.26M ﹤0.01%
65,087
+6,004
+10% +$211K
LXRX icon
553
Lexicon Pharmaceuticals
LXRX
$1.03B
$2.24M ﹤0.01%
1,950,000
-450,257
-19% -$618K
XLV icon
554
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$2.24M ﹤0.01%
14,446
+603
+4% +$90.3K
HYMB icon
555
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$2.21M ﹤0.01%
88,491
– –
XLE icon
556
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$2.19M ﹤0.01%
49,074
+5,316
+12% +$237K
BSM icon
557
Black Stone Minerals
BSM
$3.12B
$2.18M ﹤0.01%
164,140
+15,598
+11% +$211K
RJF icon
558
Raymond James Financial
RJF
$32.4B
$2.18M ﹤0.01%
13,574
-188
-1% -$30.4K
RY icon
559
Royal Bank of Canada
RY
$292B
$2.15M ﹤0.01%
12,575
-1,184
-9% -$182K
SCHB icon
560
Schwab US Broad Market ETF
SCHB
$43B
$2.11M ﹤0.01%
80,625
-48,750
-38% -$1.27M
AIG icon
561
American International
AIG
$41.8B
$2.11M ﹤0.01%
24,710
-136
-0.5% -$10.9K
HTGC icon
562
Hercules Capital
HTGC
$2.94B
$2.09M ﹤0.01%
111,276
– –
PHIN icon
563
Phinia Inc
PHIN
$2.91B
$2.09M ﹤0.01%
33,309
-1,253
-4% -$69.3K
EOG icon
564
EOG Resources
EOG
$77.8B
$2.08M ﹤0.01%
19,826
-2,652
-12% -$285K
VTEB icon
565
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.08M ﹤0.01%
41,332
+18,941
+85% +$953K
ESI icon
566
Element Solutions
ESI
$9.35B
$2.06M ﹤0.01%
82,573
+27,698
+50% +$719K
PPG icon
567
PPG Industries
PPG
$26B
$2.06M ﹤0.01%
20,127
+2,080
+12% +$209K
CRL icon
568
Charles River Laboratories
CRL
$11B
$2.06M ﹤0.01%
10,330
+602
+6% +$109K
COO icon
569
Cooper Companies
COO
$13.8B
$2.05M ﹤0.01%
24,957
-1
-0% -$75
IQLT icon
570
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
$2.04M ﹤0.01%
44,882
-142
-0.3% -$6.36K
CEF icon
571
Sprott Physical Gold and Silver Trust
CEF
$7.49B
$2.03M ﹤0.01%
44,378
+11,319
+34% +$458K
ASND icon
572
Ascendis Pharma A/S
ASND
$16.9B
$2M ﹤0.01%
9,382
+1,004
+12% +$207K
ESS icon
573
Essex Property Trust
ESS
$18.8B
$1.97M ﹤0.01%
7,523
-3,856
-34% -$998K
FLYW icon
574
Flywire
FLYW
$1.98B
$1.96M ﹤0.01%
138,120
+45,584
+49% +$624K
CACI icon
575
CACI
CACI
$10.9B
$1.95M ﹤0.01%
3,660
+84
+2% +$47.5K
21 22
23
24 25

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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.