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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
GSEW icon
776
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.87B
$708K ﹤0.01%
8,318
+8,267
+16,210% +$701K
TIP icon
777
iShares TIPS Bond ETF
TIP
$14.5B
$704K ﹤0.01%
6,409
-398
-6% -$44.2K
RDIV icon
778
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.36B
$704K ﹤0.01%
13,534
– –
GGG icon
779
Graco
GGG
$12.9B
$701K ﹤0.01%
8,549
+1,434
+20% +$118K
DGX icon
780
Quest Diagnostics
DGX
$25.1B
$699K ﹤0.01%
4,028
-507
-11% -$92.3K
SEB icon
781
Seaboard Corp
SEB
$4.52B
$698K ﹤0.01%
157
+5
+3% +$19.8K
RBA icon
782
RB Global
RBA
$20.8B
$697K ﹤0.01%
6,772
+1,452
+27% +$147K
TER icon
783
Teradyne
TER
$54.8B
$696K ﹤0.01%
3,595
-24
-0.7% -$4.12K
KMX icon
784
CarMax
KMX
$8.27B
$694K ﹤0.01%
17,971
-4,599
-20% -$184K
BBIO icon
785
BridgeBio Pharma
BBIO
$16.5B
$693K ﹤0.01%
9,061
+1,302
+17% +$85.5K
FGD icon
786
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.51B
$689K ﹤0.01%
22,756
+5,082
+29% +$150K
IVOG icon
787
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
$687K ﹤0.01%
5,718
– –
SNV
788
DELISTED
Synovus
SNV
$686K ﹤0.01%
13,707
+379
+3% +$18.2K
DFAX icon
789
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$686K ﹤0.01%
20,959
+4,416
+27% +$141K
CPSH icon
790
CPS Technologies
CPSH
$85.6M
$683K ﹤0.01%
221,024
– –
IYH icon
791
iShares US Healthcare ETF
IYH
$3.11B
$682K ﹤0.01%
10,474
+3
+0% +$189
DOW icon
792
Dow Inc
DOW
$21.6B
$682K ﹤0.01%
29,149
-3,721
-11% -$85.5K
TPL icon
793
Texas Pacific Land
TPL
$28.9B
$679K ﹤0.01%
2,363
+80
+4% +$24.4K
HDV
794
iShares Core High Dividend ETF
HDV
$14.4B
$678K ﹤0.01%
27,865
-940
-3% -$22.9K
BWXT icon
795
BWX Technologies
BWXT
$16B
$677K ﹤0.01%
3,918
+932
+31% +$175K
FTV icon
796
Fortive
FTV
$19B
$677K ﹤0.01%
12,255
-875
-7% -$45.4K
SE icon
797
Sea Limited
SE
$61.2B
$673K ﹤0.01%
5,275
-635,603
-99% -$94.1M
SECT icon
798
Main Sector Rotation ETF
SECT
$2.75B
$673K ﹤0.01%
10,427
– –
NESR
799
National Energy Services Reunited Corp
NESR
$2.79B
$672K ﹤0.01%
42,924
– –
LUV icon
800
Southwest Airlines
LUV
$22B
$670K ﹤0.01%
16,211
+649
+4% +$22.7K
30 31
32
33 34

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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.