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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
LITE icon
701
Lumentum
LITE
$59.3B
$1.02M ﹤0.01%
2,767
+849
+44% +$218K
QXO
702
QXO Inc
QXO
$14.4B
$1.02M ﹤0.01%
52,644
+9,162
+21% +$176K
XLI icon
703
State Street Industrial Select Sector SPDR ETF
XLI
$33.8B
$1.01M ﹤0.01%
6,534
+1,001
+18% +$154K
OMC icon
704
Omnicom Group
OMC
$22.8B
$1M ﹤0.01%
12,418
+1,528
+14% +$117K
VDE icon
705
Vanguard Energy ETF
VDE
$10.1B
$999K ﹤0.01%
7,930
+642
+9% +$80.6K
WTFC icon
706
Wintrust Financial
WTFC
$10.7B
$994K ﹤0.01%
7,107
+153
+2% +$20.3K
ETHE
707
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$982K ﹤0.01%
40,281
– –
DHI icon
708
D.R. Horton
DHI
$40.7B
$981K ﹤0.01%
6,812
-460
-6% -$70K
OEF icon
709
iShares S&P 100 ETF
OEF
$19.8B
$980K ﹤0.01%
2,858
+140
+5% +$47.6K
ES icon
710
Eversource Energy
ES
$28.1B
$975K ﹤0.01%
14,483
+162
+1% +$11.4K
FCX icon
711
Freeport-McMoran
FCX
$89.6B
$974K ﹤0.01%
19,180
+1,346
+8% +$58.3K
HIG icon
712
Hartford Financial Services
HIG
$38.5B
$953K ﹤0.01%
6,917
-336
-5% -$44.3K
BITB icon
713
Bitwise Bitcoin ETF
BITB
$2.46B
$951K ﹤0.01%
19,993
+1,260
+7% +$68.6K
BSV icon
714
Vanguard Short-Term Bond ETF
BSV
$44.6B
$945K ﹤0.01%
11,992
-567
-5% -$44.7K
SPYI icon
715
NEOS S&P 500 High Income ETF
SPYI
$10.4B
$939K ﹤0.01%
+17,874
New +$938K
BBH icon
716
VanEck Biotech ETF
BBH
$398M
$938K ﹤0.01%
4,958
– –
F icon
717
Ford
F
$56.9B
$936K ﹤0.01%
71,355
-1,289
-2% -$16.6K
VYMI icon
718
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$931K ﹤0.01%
10,343
+377
+4% +$32.7K
STIP icon
719
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$929K ﹤0.01%
9,072
+1,632
+22% +$168K
QUAL icon
720
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$929K ﹤0.01%
4,676
+25
+0.5% +$4.91K
IONQ icon
721
IonQ
IONQ
$12.4B
$923K ﹤0.01%
20,561
+16,798
+446% +$941K
RF icon
722
Regions Financial
RF
$26.3B
$920K ﹤0.01%
33,941
-43
-0.1% -$1.1K
SCHE icon
723
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$915K ﹤0.01%
27,947
+1,098
+4% +$36.6K
IUSG icon
724
iShares Core S&P US Growth ETF
IUSG
$31.1B
$914K ﹤0.01%
5,443
+1,110
+26% +$185K
BLFS icon
725
BioLife Solutions
BLFS
$1.48B
$912K ﹤0.01%
37,697
+16
+0% +$419
27 28
29
30 31

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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.