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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
CVLT icon
851
Commault Systems
CVLT
$5.89B
$549K ﹤0.01%
4,376
-246
-5% -$34.6K
JBL icon
852
Jabil
JBL
$32.8B
$545K ﹤0.01%
2,389
-75
-3% -$16K
BXSL icon
853
Blackstone Secured Lending
BXSL
$5.41B
$544K ﹤0.01%
20,651
+1,333
+7% +$35.8K
APO icon
854
Apollo Global Management
APO
$70.7B
$539K ﹤0.01%
3,725
+547
+17% +$72.7K
FELE icon
855
Franklin Electric
FELE
$4.67B
$536K ﹤0.01%
5,615
-4,818
-46% -$460K
HUM icon
856
Humana
HUM
$46.7B
$536K ﹤0.01%
2,093
-39
-2% -$10.2K
SCHV
857
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$535K ﹤0.01%
18,068
+2,280
+14% +$66.6K
UVV icon
858
Universal Corp
UVV
$1.34B
$533K ﹤0.01%
10,106
-5
-0% -$266
DD icon
859
DuPont de Nemours
DD
$18.6B
$532K ﹤0.01%
4,413
-4,960
-53% -$558K
CCEP icon
860
Coca-Cola Europacific Partners
CCEP
$46.5B
$531K ﹤0.01%
5,849
-168
-3% -$15.2K
DASH icon
861
DoorDash
DASH
$75.3B
$528K ﹤0.01%
2,332
+308
+15% +$72.2K
RKLB icon
862
Rocket Lab Corp
RKLB
$39.9B
$527K ﹤0.01%
7,552
-396
-5% -$22.7K
CNC icon
863
Centene
CNC
$31.3B
$526K ﹤0.01%
12,777
+2,605
+26% +$97.5K
MFC icon
864
Manulife Financial
MFC
$72.6B
$525K ﹤0.01%
14,478
-4,267
-23% -$145K
OHI icon
865
Omega Healthcare
OHI
$15.4B
$525K ﹤0.01%
11,839
+2,543
+27% +$110K
STZ icon
866
Constellation Brands
STZ
$22.2B
$523K ﹤0.01%
3,794
-39
-1% -$5.35K
PCAR icon
867
PACCAR
PCAR
$69.6B
$523K ﹤0.01%
4,773
+301
+7% +$30.8K
CMF icon
868
iShares California Muni Bond ETF
CMF
$4.54B
$520K ﹤0.01%
9,050
– –
DGRW icon
869
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$518K ﹤0.01%
5,789
-146
-2% -$13K
CHYM
870
Chime Financial
CHYM
$7.88B
$517K ﹤0.01%
20,523
+18,488
+909% +$393K
YOU icon
871
Clear Secure
YOU
$5.26B
$516K ﹤0.01%
14,711
+124
+0.9% +$4.22K
DBEF icon
872
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$515K ﹤0.01%
10,705
-180
-2% -$8.63K
TFI icon
873
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$513K ﹤0.01%
11,232
-2,329
-17% -$106K
HII icon
874
Huntington Ingalls Industries
HII
$11.3B
$512K ﹤0.01%
1,505
-33
-2% -$10.2K
DLN icon
875
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$512K ﹤0.01%
+5,808
New +$507K
33 34
35
36 37

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Comerica Bank
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CWM
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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
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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.