We are live on ! Find out more
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
VCR icon
801
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$658K ﹤0.01%
1,670
+1
+0.1% +$391
UYG icon
802
ProShares Ultra Financials
UYG
$811M
$657K ﹤0.01%
7,155
+15
+0.2% +$1.43K
VFH icon
803
Vanguard Financials ETF
VFH
$13.3B
$653K ﹤0.01%
4,895
+8
+0.2% +$1.04K
SHM icon
804
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$643K ﹤0.01%
13,401
– –
SPDW icon
805
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$640K ﹤0.01%
14,403
-375
-3% -$16.4K
WTS icon
806
Watts Water Technologies
WTS
$11.5B
$640K ﹤0.01%
2,317
-81
-3% -$22.3K
PEY icon
807
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$639K ﹤0.01%
31,358
+1,178
+4% +$24.3K
MKTX icon
808
MarketAxess Holdings
MKTX
$4.15B
$637K ﹤0.01%
3,515
-878
-20% -$150K
MKC icon
809
McCormick & Company Non-Voting
MKC
$13.4B
$627K ﹤0.01%
9,209
-184
-2% -$12.2K
LOPE icon
810
Grand Canyon Education
LOPE
$3.71B
$627K ﹤0.01%
3,771
+59
+2% +$10.7K
VTR icon
811
Ventas
VTR
$48.9B
$624K ﹤0.01%
8,061
+462
+6% +$34.8K
CHD icon
812
Church & Dwight Co
CHD
$23.1B
$623K ﹤0.01%
7,431
-1,768
-19% -$151K
FIVE icon
813
Five Below
FIVE
$11.2B
$621K ﹤0.01%
3,299
+36
+1% +$5.85K
FETH
814
Fidelity Ethereum Fund
FETH
$1B
$621K ﹤0.01%
20,961
-2,132
-9% -$73.6K
DFIV icon
815
Dimensional International Value ETF
DFIV
$20.7B
$619K ﹤0.01%
12,406
+892
+8% +$42.4K
SRE icon
816
Sempra
SRE
$60.8B
$619K ﹤0.01%
7,009
-412
-6% -$37.5K
EIX icon
817
Edison International
EIX
$30.7B
$616K ﹤0.01%
10,258
-1,225
-11% -$70.3K
SPEM icon
818
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$613K ﹤0.01%
13,102
+459
+4% +$21.6K
XNCR icon
819
Xencor
XNCR
$1.44B
$613K ﹤0.01%
40,017
-12,546
-24% -$187K
GPC icon
820
Genuine Parts
GPC
$17.1B
$612K ﹤0.01%
4,979
-312
-6% -$40.4K
EES icon
821
WisdomTree US SmallCap Earnings Fund
EES
$716M
$611K ﹤0.01%
10,740
– –
SYF icon
822
Synchrony
SYF
$23.7B
$610K ﹤0.01%
7,313
+214
+3% +$16.4K
ONON icon
823
On Holding
ONON
$11.9B
$610K ﹤0.01%
13,114
+26
+0.2% +$1.12K
MKL icon
824
Markel Group
MKL
$25B
$608K ﹤0.01%
283
+6
+2% +$12.2K
FE icon
825
FirstEnergy
FE
$28.9B
$604K ﹤0.01%
13,498
+3,332
+33% +$153K
31 32
33
34 35

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.