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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
AMLP icon
601
Alerian MLP ETF
AMLP
$13B
$1.78M ﹤0.01%
37,917
+7,566
+25% +$354K
CRDO icon
602
Credo Technology Group
CRDO
$40.6B
$1.77M ﹤0.01%
12,323
+11,462
+1,331% +$1.76M
FNDF icon
603
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$1.76M ﹤0.01%
38,993
+19,988
+105% +$885K
XLY icon
604
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$1.76M ﹤0.01%
14,702
-144
-1% -$17.1K
VIOV icon
605
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.86B
$1.75M ﹤0.01%
17,931
+14,618
+441% +$1.41M
ILOW
606
AB International Low Volatility Equity ETF
ILOW
$1.81B
$1.74M ﹤0.01%
40,857
+860
+2% +$36.4K
NTRS icon
607
Northern Trust
NTRS
$22.2B
$1.74M ﹤0.01%
12,725
-499
-4% -$65.5K
KNSL icon
608
Kinsale Capital Group
KNSL
$8.03B
$1.73M ﹤0.01%
4,430
-2,284
-34% -$931K
AAON icon
609
Aaon
AAON
$8.61B
$1.73M ﹤0.01%
22,700
+968
+4% +$89.4K
RHP icon
610
Ryman Hospitality Properties
RHP
$8.42B
$1.73M ﹤0.01%
18,236
+2,181
+14% +$201K
VV icon
611
Vanguard Large-Cap ETF
VV
$52.1B
$1.72M ﹤0.01%
5,465
-726
-12% -$227K
PHM icon
612
Pultegroup
PHM
$24.4B
$1.72M ﹤0.01%
14,663
+356
+2% +$43.7K
OI icon
613
O-I Glass
OI
$1.39B
$1.71M ﹤0.01%
115,916
-62
-0.1% -$820
ONEQ icon
614
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.3B
$1.71M ﹤0.01%
18,682
+1
+0% +$91
GEN icon
615
Gen Digital
GEN
$15.6B
$1.7M ﹤0.01%
62,705
+3,224
+5% +$86.8K
CLVT icon
616
Clarivate
CLVT
$1.31B
$1.7M ﹤0.01%
507,981
+221,474
+77% +$787K
PHO icon
617
Invesco Water Resources ETF
PHO
$1.97B
$1.69M ﹤0.01%
24,007
-936
-4% -$67.4K
WTW icon
618
Willis Towers Watson
WTW
$27.7B
$1.68M ﹤0.01%
5,113
+214
+4% +$70.1K
PYPL icon
619
PayPal
PYPL
$49.6B
$1.67M ﹤0.01%
28,561
-6,516
-19% -$423K
CNQ icon
620
Canadian Natural Resources
CNQ
$97.3B
$1.66M ﹤0.01%
48,883
-1,369
-3% -$44.4K
RKT icon
621
Rocket Companies
RKT
$37.3B
$1.65M ﹤0.01%
85,403
+28,392
+50% +$508K
ACWI icon
622
iShares MSCI ACWI ETF
ACWI
$32.8B
$1.64M ﹤0.01%
11,614
+531
+5% +$74.5K
MET icon
623
MetLife
MET
$60.3B
$1.64M ﹤0.01%
20,804
-2,179
-9% -$172K
COCO icon
624
Vita Coco
COCO
$3.82B
$1.64M ﹤0.01%
30,852
– –
EFV icon
625
iShares MSCI EAFE Value ETF
EFV
$27.6B
$1.62M ﹤0.01%
22,668
+15,323
+209% +$1.06M
23 24
25
26 27

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.