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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
CBRE icon
626
CBRE Group
CBRE
$40.9B
$1.61M ﹤0.01%
10,027
-98
-1% -$15.4K
HLT icon
627
Hilton Worldwide
HLT
$74.3B
$1.6M ﹤0.01%
5,561
-282
-5% -$76.8K
DSI icon
628
iShares MSCI KLD 400 Social ETF
DSI
$5.22B
$1.59M ﹤0.01%
12,308
+938
+8% +$120K
AM icon
629
Antero Midstream
AM
$10.9B
$1.57M ﹤0.01%
88,198
+7,527
+9% +$136K
SOFI icon
630
SoFi Technologies
SOFI
$21.4B
$1.56M ﹤0.01%
59,545
-3,081
-5% -$85.9K
STT icon
631
State Street
STT
$51.1B
$1.56M ﹤0.01%
12,057
+639
+6% +$76.5K
PKG icon
632
Packaging Corp of America
PKG
$21.2B
$1.54M ﹤0.01%
7,487
-324
-4% -$65.9K
TREX icon
633
Trex
TREX
$4.59B
$1.53M ﹤0.01%
43,679
-1,967
-4% -$79.6K
IJT icon
634
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$1.53M ﹤0.01%
10,843
+210
+2% +$29.7K
IVOO icon
635
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.76B
$1.53M ﹤0.01%
13,660
+13,420
+5,592% +$1.49M
QTEC icon
636
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.47B
$1.53M ﹤0.01%
6,629
– –
GTLS
637
DELISTED
Chart Industries
GTLS
$1.51M ﹤0.01%
7,329
-6,489
-47% -$1.31M
USMV icon
638
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$1.51M ﹤0.01%
16,021
-1,420
-8% -$134K
STE icon
639
Steris
STE
$21B
$1.51M ﹤0.01%
5,948
-32
-0.5% -$8.04K
REGN icon
640
Regeneron Pharmaceuticals
REGN
$69.9B
$1.5M ﹤0.01%
1,943
-170
-8% -$115K
SGOL icon
641
abrdn Physical Gold Shares ETF
SGOL
$6.95B
$1.5M ﹤0.01%
36,479
+14,000
+62% +$554K
ATR icon
642
AptarGroup
ATR
$8.35B
$1.46M ﹤0.01%
11,997
+211
+2% +$26.1K
ADM icon
643
Archer Daniels Midland
ADM
$41.5B
$1.46M ﹤0.01%
25,448
-713
-3% -$42.6K
IWX icon
644
iShares Russell Top 200 Value ETF
IWX
$4.04B
$1.46M ﹤0.01%
15,885
-228
-1% -$20.5K
XCEM icon
645
Columbia EM Core ex-China ETF
XCEM
$1.93B
$1.46M ﹤0.01%
37,955
+3,277
+9% +$124K
CPNG icon
646
Coupang
CPNG
$28.4B
$1.45M ﹤0.01%
61,318
+1,410
+2% +$40.1K
WSM icon
647
Williams-Sonoma
WSM
$26.6B
$1.44M ﹤0.01%
8,090
-1,576
-16% -$295K
FICO icon
648
Fair Isaac
FICO
$28.9B
$1.44M ﹤0.01%
849
-34
-4% -$58.5K
VMC icon
649
Vulcan Materials
VMC
$36.4B
$1.43M ﹤0.01%
5,027
+1,661
+49% +$487K
VTIP icon
650
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.43M ﹤0.01%
28,868
+24,978
+642% +$1.25M
24 25
26
27 28

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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.