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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
TXT icon
826
Textron
TXT
$16.6B
$603K ﹤0.01%
6,920
+4,960
+253% +$415K
SRLN icon
827
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$603K ﹤0.01%
14,615
-403
-3% -$16.6K
IGV icon
828
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$603K ﹤0.01%
5,706
-150
-3% -$16.5K
FFIV icon
829
F5
FFIV
$22.1B
$603K ﹤0.01%
2,362
-261
-10% -$70.2K
AIQ icon
830
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
$601K ﹤0.01%
11,812
+3,026
+34% +$154K
XPO icon
831
XPO
XPO
$25B
$601K ﹤0.01%
4,420
-443
-9% -$60.4K
LABU icon
832
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$571M
$598K ﹤0.01%
3,750
– –
ENR icon
833
Energizer
ENR
$1.44B
$591K ﹤0.01%
29,724
+29,659
+45,629% +$647K
GATX icon
834
GATX Corp
GATX
$6.55B
$590K ﹤0.01%
3,478
+1,255
+56% +$207K
XYZ
835
Block Inc
XYZ
$45.9B
$589K ﹤0.01%
9,048
-2,038
-18% -$141K
GOVT icon
836
iShares US Treasury Bond ETF
GOVT
$43.6B
$587K ﹤0.01%
25,489
-656
-3% -$15.2K
MOD icon
837
Modine Manufacturing
MOD
$12.8B
$583K ﹤0.01%
4,367
+2,262
+107% +$337K
ENFR icon
838
Alerian Energy Infrastructure ETF
ENFR
$504M
$583K ﹤0.01%
18,524
– –
VTS icon
839
Vitesse Energy
VTS
$659M
$582K ﹤0.01%
30,243
-722
-2% -$15.4K
FNDC icon
840
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$581K ﹤0.01%
13,036
+12,255
+1,569% +$545K
EMB icon
841
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$575K ﹤0.01%
5,976
-536
-8% -$51.5K
PSLV icon
842
Sprott Physical Silver Trust
PSLV
$11.9B
$574K ﹤0.01%
24,260
+100
+0.4% +$1.83K
AER icon
843
AerCap
AER
$23.9B
$573K ﹤0.01%
3,984
+220
+6% +$29.1K
TWST icon
844
Twist Bioscience
TWST
$5.62B
$572K ﹤0.01%
18,028
+1
+0% +$31
DJD icon
845
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$476M
$571K ﹤0.01%
10,000
– –
WAL icon
846
Western Alliance Bancorporation
WAL
$9.07B
$571K ﹤0.01%
6,794
+312
+5% +$25.3K
ALTG icon
847
Alta Equipment Group
ALTG
$210M
$563K ﹤0.01%
122,432
-349,846
-74% -$1.92M
VRSN icon
848
VeriSign
VRSN
$25.5B
$563K ﹤0.01%
2,317
-378
-14% -$95K
PRI icon
849
Primerica
PRI
$9.81B
$562K ﹤0.01%
2,176
+634
+41% +$165K
LULU icon
850
lululemon athletica
LULU
$13B
$551K ﹤0.01%
2,653
+16
+0.6% +$2.9K
32 33
34
35 36

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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.