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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
NOBL icon
576
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$1.95M ﹤0.01%
37,440
-2,376
-6% -$123K
SCHA icon
577
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$1.94M ﹤0.01%
68,144
-2,059
-3% -$58.1K
HSY icon
578
Hershey
HSY
$35.5B
$1.92M ﹤0.01%
10,566
+405
+4% +$74K
GLDM icon
579
SPDR Gold MiniShares Trust
GLDM
$27.6B
$1.92M ﹤0.01%
22,470
+245
+1% +$20.1K
PAYC icon
580
Paycom
PAYC
$6.73B
$1.91M ﹤0.01%
12,013
-990
-8% -$175K
CTVA icon
581
Corteva
CTVA
$59.2B
$1.91M ﹤0.01%
28,540
-1,123
-4% -$72.6K
SOLV icon
582
Solventum
SOLV
$13.6B
$1.9M ﹤0.01%
23,927
-783
-3% -$60K
O icon
583
Realty Income
O
$60.8B
$1.87M ﹤0.01%
33,261
-234
-0.7% -$13.5K
MSTR icon
584
Strategy Inc
MSTR
$34.1B
$1.87M ﹤0.01%
12,334
+394
+3% +$90.7K
IJK icon
585
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.87M ﹤0.01%
19,341
-2,182
-10% -$210K
ON icon
586
ON Semiconductor
ON
$34.2B
$1.87M ﹤0.01%
34,523
+12,954
+60% +$665K
ESGV icon
587
Vanguard ESG US Stock ETF
ESGV
$13B
$1.87M ﹤0.01%
15,424
+68
+0.4% +$8.16K
GBTC icon
588
Grayscale Bitcoin Trust
GBTC
$9.63B
$1.86M ﹤0.01%
27,281
+2,500
+10% +$196K
ICF icon
589
iShares Select U.S. REIT ETF
ICF
$2.13B
$1.86M ﹤0.01%
31,127
– –
IJJ icon
590
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$1.86M ﹤0.01%
14,110
-1,619
-10% -$211K
APP icon
591
Applovin
APP
$132B
$1.84M ﹤0.01%
2,738
+198
+8% +$125K
DAL icon
592
Delta Air Lines
DAL
$56.5B
$1.83M ﹤0.01%
26,420
+56
+0.2% +$3.5K
BE icon
593
Bloom Energy
BE
$57.4B
$1.83M ﹤0.01%
21,089
+579
+3% +$60.8K
ITA icon
594
iShares US Aerospace & Defense ETF
ITA
$14.3B
$1.83M ﹤0.01%
8,513
+508
+6% +$106K
SPMO icon
595
Invesco S&P 500 Momentum ETF
SPMO
$21.4B
$1.82M ﹤0.01%
15,255
-717
-4% -$85.9K
VRSK icon
596
Verisk Analytics
VRSK
$26.1B
$1.82M ﹤0.01%
8,135
+22
+0.3% +$4.96K
CHTR icon
597
Charter Communications
CHTR
$14.7B
$1.81M ﹤0.01%
8,682
+3,344
+63% +$752K
MGV icon
598
Vanguard Mega Cap Value ETF
MGV
$13.3B
$1.79M ﹤0.01%
12,683
+705
+6% +$98K
LH icon
599
Labcorp
LH
$24.3B
$1.79M ﹤0.01%
7,120
-287
-4% -$76.2K
WST icon
600
West Pharmaceutical
WST
$23.7B
$1.78M ﹤0.01%
6,481
-354
-5% -$96.8K
22 23
24
25 26

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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.