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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
DELL icon
676
Dell
DELL
$289B
$1.14M ﹤0.01%
9,075
-466
-5% -$65.6K
SPMD icon
677
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$1.14M ﹤0.01%
19,694
+73
+0.4% +$4.19K
SEE
678
DELISTED
Sealed Air
SEE
$1.14M ﹤0.01%
27,509
+1,183
+4% +$45.8K
TDY icon
679
Teledyne Technologies
TDY
$30.6B
$1.12M ﹤0.01%
2,193
-32
-1% -$16.9K
XLP icon
680
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$1.12M ﹤0.01%
14,396
-592
-4% -$46.2K
CCO icon
681
Clear Channel Outdoor Holdings
CCO
$1.23B
$1.1M ﹤0.01%
500,000
– –
MANH icon
682
Manhattan Associates
MANH
$9.09B
$1.1M ﹤0.01%
6,369
+80
+1% +$14.6K
STX icon
683
Seagate
STX
$197B
$1.1M ﹤0.01%
4,008
+126
+3% +$32.7K
NBIX icon
684
Neurocrine Biosciences
NBIX
$17.7B
$1.1M ﹤0.01%
7,726
-255
-3% -$36.9K
DFAC icon
685
Dimensional US Core Equity 2 ETF
DFAC
$47.6B
$1.1M ﹤0.01%
27,667
+3,342
+14% +$130K
NXPI icon
686
NXP Semiconductors
NXPI
$68.6B
$1.07M ﹤0.01%
4,934
-382
-7% -$81.9K
FTEC icon
687
Fidelity MSCI Information Technology Index ETF
FTEC
$20.1B
$1.07M ﹤0.01%
4,754
+450
+10% +$102K
BKR icon
688
Baker Hughes
BKR
$57.3B
$1.07M ﹤0.01%
23,401
-744
-3% -$35.3K
DG icon
689
Dollar General
DG
$25.9B
$1.06M ﹤0.01%
8,017
-500
-6% -$55.8K
JQUA icon
690
JPMorgan US Quality Factor ETF
JQUA
$8.11B
$1.06M ﹤0.01%
16,810
– –
HPQ icon
691
HP
HPQ
$23.6B
$1.06M ﹤0.01%
47,656
-3,296
-6% -$84K
HPE icon
692
Hewlett Packard
HPE
$64.2B
$1.06M ﹤0.01%
44,021
+120
+0.3% +$2.83K
GRMN
693
Garmin
GRMN
$47.3B
$1.06M ﹤0.01%
5,202
-5
-0.1% -$1.09K
VCIT icon
694
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$1.05M ﹤0.01%
12,591
-441
-3% -$37.1K
ETR icon
695
Entergy
ETR
$53.9B
$1.05M ﹤0.01%
11,385
+81
+0.7% +$7.68K
NVT icon
696
nVent Electric
NVT
$24.9B
$1.05M ﹤0.01%
10,316
+376
+4% +$39K
JVAL icon
697
JPMorgan US Value Factor ETF
JVAL
$824M
$1.04M ﹤0.01%
21,149
+10
+0% +$484
ZBH icon
698
Zimmer Biomet
ZBH
$17.7B
$1.04M ﹤0.01%
11,530
-2,283
-17% -$216K
BND icon
699
Vanguard Total Bond Market
BND
$158B
$1.04M ﹤0.01%
13,990
-955
-6% -$71.1K
UCB
700
United Community Banks
UCB
$4.23B
$1.03M ﹤0.01%
32,847
+29
+0.1% +$895
26 27
28
29 30

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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.