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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
EG icon
751
Everest Group
EG
$15.2B
$809K ﹤0.01%
2,383
-578
-20% -$191K
EWJ icon
752
iShares MSCI Japan ETF
EWJ
$21.7B
$798K ﹤0.01%
9,890
+2,472
+33% +$203K
J icon
753
Jacobs Solutions
J
$15.9B
$798K ﹤0.01%
6,023
-29
-0.5% -$4.25K
CRS icon
754
Carpenter Technology
CRS
$30B
$794K ﹤0.01%
2,523
+136
+6% +$40.9K
NGG icon
755
National Grid
NGG
$81.9B
$791K ﹤0.01%
10,229
+8,054
+370% +$606K
SKYY icon
756
First Trust Cloud Computing ETF
SKYY
$2.74B
$788K ﹤0.01%
6,060
+17
+0.3% +$2.27K
EXC icon
757
Exelon
EXC
$48.6B
$783K ﹤0.01%
17,965
-1,881
-9% -$85.8K
WY icon
758
Weyerhaeuser
WY
$17.3B
$769K ﹤0.01%
32,472
-5,279
-14% -$122K
WTRG icon
759
Essential Utilities
WTRG
$11.2B
$765K ﹤0.01%
19,952
-1,170
-6% -$46K
GSLC icon
760
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$765K ﹤0.01%
5,776
+1,170
+25% +$153K
FCNCA icon
761
First Citizens BancShares
FCNCA
$24.6B
$762K ﹤0.01%
355
+82
+30% +$155K
IEUR icon
762
iShares Core MSCI Europe ETF
IEUR
$8.66B
$760K ﹤0.01%
10,713
-1,673
-14% -$116K
LEN icon
763
Lennar Class A
LEN
$20.4B
$754K ﹤0.01%
7,338
+65
+0.9% +$7.85K
SOLS
764
Solstice Advanced Materials
SOLS
$9.62B
$754K ﹤0.01%
+15,511
New +$730K
ECON icon
765
Columbia Emerging Markets Consumer ETF
ECON
$327M
$747K ﹤0.01%
27,349
+2,714
+11% +$74K
COKE icon
766
Coca-Cola Consolidated
COKE
$12.3B
$741K ﹤0.01%
4,837
+104
+2% +$15.3K
AVUV icon
767
Avantis US Small Cap Value ETF
AVUV
$29.7B
$740K ﹤0.01%
7,258
+4,546
+168% +$455K
IVZ icon
768
Invesco
IVZ
$13.3B
$729K ﹤0.01%
27,768
+336
+1% +$8.21K
AEM icon
769
Agnico Eagle Mines
AEM
$72.6B
$728K ﹤0.01%
4,289
+67
+2% +$11.3K
AROC icon
770
Archrock
AROC
$6.33B
$724K ﹤0.01%
+27,819
New +$692K
ISPY icon
771
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$719K ﹤0.01%
15,758
+2,236
+17% +$102K
FSS icon
772
Federal Signal
FSS
$7.25B
$715K ﹤0.01%
6,584
-37
-0.6% -$4.24K
IGPT icon
773
Invesco AI and Next Gen Software ETF
IGPT
$1.21B
$709K ﹤0.01%
11,925
+409
+4% +$23.8K
IR icon
774
Ingersoll Rand
IR
$33B
$709K ﹤0.01%
8,951
-261,566
-97% -$20.7M
MAS icon
775
Masco
MAS
$16B
$709K ﹤0.01%
11,171
-5,729
-34% -$372K
29 30
31
32 33

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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.