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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
MRVI icon
726
Maravai LifeSciences
MRVI
$1.01B
$907K ﹤0.01%
279,224
-132,266
-32% -$445K
DLTR icon
727
Dollar Tree
DLTR
$23.1B
$891K ﹤0.01%
7,247
+14
+0.2% +$1.5K
QQQM icon
728
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$888K ﹤0.01%
3,510
+1,958
+126% +$495K
FITB
729
Fifth Third Bancorp
FITB
$52.1B
$886K ﹤0.01%
18,917
+5,599
+42% +$246K
ACGL icon
730
Arch Capital
ACGL
$35.9B
$885K ﹤0.01%
9,229
+978
+12% +$89.5K
FLEX icon
731
Flex
FLEX
$43.5B
$881K ﹤0.01%
14,589
-1,770
-11% -$109K
WELL icon
732
Welltower
WELL
$177B
$878K ﹤0.01%
4,730
+1,812
+62% +$338K
KPLT icon
733
Katapult Holdings
KPLT
$33.6M
$875K ﹤0.01%
135,513
+77,042
+132% +$690K
MTD icon
734
Mettler-Toledo International
MTD
$26.8B
$874K ﹤0.01%
627
-27
-4% -$37.7K
CLS icon
735
Celestica
CLS
$35.4B
$874K ﹤0.01%
2,957
-48
-2% -$14.5K
A icon
736
Agilent Technologies
A
$39.2B
$869K ﹤0.01%
6,385
+187
+3% +$26.9K
GSY icon
737
Invesco Ultra Short Duration ETF
GSY
$3.82B
$866K ﹤0.01%
17,235
-20
-0.1% -$1.01K
SMH icon
738
VanEck Semiconductor ETF
SMH
$67.6B
$865K ﹤0.01%
2,403
-370
-13% -$130K
ABM icon
739
ABM Industries
ABM
$2.79B
$863K ﹤0.01%
20,404
+7,371
+57% +$324K
NDAQ icon
740
Nasdaq
NDAQ
$52.3B
$854K ﹤0.01%
8,792
+777
+10% +$69.9K
RSPT icon
741
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$854K ﹤0.01%
18,757
-2,447
-12% -$111K
BBVA icon
742
Banco Bilbao Vizcaya Argentaria
BBVA
$143B
$840K ﹤0.01%
36,027
+4,701
+15% +$98.2K
IRTC icon
743
iRhythm Holdings
IRTC
$3.59B
$833K ﹤0.01%
4,693
+748
+19% +$133K
SFM icon
744
Sprouts Farmers Market
SFM
$7.03B
$830K ﹤0.01%
10,419
-1,312
-11% -$118K
QSR icon
745
Restaurant Brands International
QSR
$25.2B
$820K ﹤0.01%
12,023
-2,671
-18% -$184K
HACK icon
746
Amplify Cybersecurity ETF
HACK
$2.63B
$820K ﹤0.01%
10,206
+116
+1% +$9.84K
CLX icon
747
Clorox
CLX
$11.5B
$820K ﹤0.01%
8,130
-839
-9% -$91.1K
HOOD icon
748
Robinhood
HOOD
$85.2B
$811K ﹤0.01%
7,171
+1,652
+30% +$215K
FNDA icon
749
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
$810K ﹤0.01%
25,708
+2,816
+12% +$87.8K
AVAV icon
750
AeroVironment
AVAV
$7.61B
$809K ﹤0.01%
3,346
-312,370
-99% -$98.2M
28 29
30
31 32

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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.