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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
TLT icon
651
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$1.42M ﹤0.01%
16,253
-4,997
-24% -$447K
PRF icon
652
Invesco FTSE RAFI US 1000 ETF
PRF
$9.74B
$1.41M ﹤0.01%
30,115
-1,736
-5% -$79.9K
OS
653
DELISTED
OneStream Inc
OS
$1.41M ﹤0.01%
76,798
-111,339
-59% -$2.12M
MOAT icon
654
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$1.38M ﹤0.01%
13,323
-646
-5% -$66K
LDOS icon
655
Leidos
LDOS
$14.2B
$1.35M ﹤0.01%
7,464
+204
+3% +$38.6K
IMCG icon
656
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.91B
$1.33M ﹤0.01%
16,717
+10,810
+183% +$879K
TRS icon
657
TriMas Corp
TRS
$1.44B
$1.31M ﹤0.01%
37,012
-250
-0.7% -$8.73K
GDX icon
658
VanEck Gold Miners ETF
GDX
$23.1B
$1.31M ﹤0.01%
15,221
-914
-6% -$72.2K
CRWV
659
CoreWeave
CRWV
$40.6B
$1.3M ﹤0.01%
18,151
-5,769
-24% -$585K
PODD icon
660
Insulet
PODD
$11.3B
$1.28M ﹤0.01%
4,508
-300
-6% -$93.8K
IYY icon
661
iShares Dow Jones US ETF
IYY
$2.94B
$1.27M ﹤0.01%
7,637
+707
+10% +$116K
DBRG icon
662
DigitalBridge
DBRG
$2.94B
$1.26M ﹤0.01%
82,108
-4,496
-5% -$54K
COHR icon
663
Coherent
COHR
$56.6B
$1.26M ﹤0.01%
6,811
+337
+5% +$50.4K
IJS icon
664
iShares S&P Small-Cap 600 Value ETF
IJS
$8.16B
$1.25M ﹤0.01%
10,987
+140
+1% +$15.7K
AWK icon
665
American Water Works
AWK
$26.2B
$1.25M ﹤0.01%
9,553
-309
-3% -$41.3K
PGX icon
666
Invesco Preferred ETF
PGX
$3.84B
$1.24M ﹤0.01%
110,693
-14,813
-12% -$169K
NEM icon
667
Newmont
NEM
$100B
$1.24M ﹤0.01%
12,378
+2,945
+31% +$266K
DGRO icon
668
iShares Core Dividend Growth ETF
DGRO
$42.5B
$1.22M ﹤0.01%
17,607
-2,969
-14% -$204K
ALB icon
669
Albemarle
ALB
$13.8B
$1.22M ﹤0.01%
8,641
+76
+0.9% +$8.63K
SPHQ icon
670
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$1.22M ﹤0.01%
16,284
+639
+4% +$47.5K
THG icon
671
Hanover Insurance
THG
$7.6B
$1.2M ﹤0.01%
6,543
+53
+0.8% +$9.53K
ALSN icon
672
Allison Transmission
ALSN
$10.1B
$1.19M ﹤0.01%
12,159
-206
-2% -$18.1K
TPR icon
673
Tapestry
TPR
$28.7B
$1.19M ﹤0.01%
9,289
+489
+6% +$55.9K
SHYD icon
674
VanEck Short High Yield Muni ETF
SHYD
$448M
$1.15M ﹤0.01%
50,375
+3,018
+6% +$68.9K
PGEN icon
675
Precigen
PGEN
$1.93B
$1.15M ﹤0.01%
274,712
+17,247
+7% +$66.7K
25 26
27
28 29

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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.