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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
LNG icon
51
Cheniere Energy
LNG
$57.6B
$296M 0.5%
1,520,843
-78,637
-5% -$16.5M
IVV icon
52
iShares Core S&P 500 ETF
IVV
$878B
$295M 0.5%
430,620
+4,426
+1% +$3.01M
HD icon
53
Home Depot
HD
$327B
$294M 0.5%
854,449
-10,140
-1% -$3.71M
IQV icon
54
IQVIA
IQV
$35B
$293M 0.5%
1,299,272
-19,432
-1% -$4.23M
CRM icon
55
Salesforce
CRM
$134B
$291M 0.49%
1,100,057
-30,684
-3% -$7.63M
EPD icon
56
Enterprise Products Partners
EPD
$84.4B
$288M 0.49%
8,977,239
-299,760
-3% -$9.48M
BLK icon
57
Blackrock
BLK
$162B
$277M 0.47%
258,817
-2,861
-1% -$3.13M
GE icon
58
GE Aerospace
GE
$370B
$276M 0.47%
897,608
-12,090
-1% -$3.64M
ABBV icon
59
AbbVie
ABBV
$457B
$267M 0.45%
1,168,845
-10,906
-0.9% -$2.48M
ADI icon
60
Analog Devices
ADI
$180B
$266M 0.45%
979,203
-11,034
-1% -$2.77M
DIS icon
61
Walt Disney
DIS
$166B
$264M 0.45%
2,317,095
-41,324
-2% -$4.55M
ISRG icon
62
Intuitive Surgical
ISRG
$121B
$260M 0.44%
459,184
-7,152
-2% -$3.81M
TDG icon
63
TransDigm Group
TDG
$69.9B
$255M 0.43%
191,421
+16,738
+10% +$21.9M
ET icon
64
Energy Transfer Partners
ET
$70.4B
$253M 0.43%
15,366,720
+28,105
+0.2% +$468K
ROP icon
65
Roper Technologies
ROP
$36.6B
$250M 0.42%
560,607
-28,720
-5% -$13.3M
OTIS icon
66
Otis Worldwide
OTIS
$27.6B
$249M 0.42%
2,850,031
-40,451
-1% -$3.62M
PNC icon
67
PNC Financial Services
PNC
$101B
$249M 0.42%
1,191,022
-15,732
-1% -$3.04M
IDXX icon
68
Idexx Laboratories
IDXX
$42.7B
$245M 0.42%
362,871
-7,668
-2% -$5.22M
EXE
69
Expand Energy Corp
EXE
$22.2B
$228M 0.38%
2,063,440
+806,453
+64% +$89.4M
GEV icon
70
GE Vernova
GEV
$269B
$228M 0.38%
348,386
-8,828
-2% -$5.38M
MDLZ icon
71
Mondelez International
MDLZ
$77.5B
$227M 0.38%
4,218,418
-546,970
-11% -$31.5M
IAU icon
72
iShares Gold Trust
IAU
$63.2B
$222M 0.38%
2,735,976
+84,544
+3% +$6.61M
PWR icon
73
Quanta Services
PWR
$95.2B
$215M 0.36%
508,475
-7,093
-1% -$3.12M
DXCM icon
74
DexCom
DXCM
$27.4B
$208M 0.35%
3,128,114
+220,313
+8% +$14.2M
IWB icon
75
iShares Russell 1000 ETF
IWB
$47.9B
$206M 0.35%
552,047
+187,983
+52% +$69.6M
1 2
3
4 5

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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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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.