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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
OC icon
876
Owens Corning
OC
$11.5B
$511K ﹤0.01%
4,565
+3,476
+319% +$408K
MEDP icon
877
Medpace
MEDP
$16.8B
$508K ﹤0.01%
904
+654
+262% +$371K
PSIL icon
878
AdvisorShares Psychedelics ETF
PSIL
$45.5M
$508K ﹤0.01%
29,566
+4,547
+18% +$86.1K
BEN icon
879
Franklin Resources
BEN
$16.9B
$506K ﹤0.01%
21,172
-1,707
-7% -$39.2K
ENSG icon
880
The Ensign Group
ENSG
$10.1B
$503K ﹤0.01%
2,887
+104
+4% +$18.7K
XHB icon
881
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$500K ﹤0.01%
4,860
– –
EXPD icon
882
Expeditors International
EXPD
$22.9B
$500K ﹤0.01%
3,358
+1,143
+52% +$156K
ESGU icon
883
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$497K ﹤0.01%
3,335
+246
+8% +$36.4K
IDN icon
884
Intellicheck
IDN
$73.5M
$497K ﹤0.01%
74,338
+149
+0.2% +$841
DLR icon
885
Digital Realty Trust
DLR
$73.7B
$494K ﹤0.01%
3,192
-188
-6% -$30.9K
SPLV icon
886
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$491K ﹤0.01%
6,881
-10,864
-61% -$781K
CCJ icon
887
Cameco
CCJ
$38.3B
$490K ﹤0.01%
5,356
+3,471
+184% +$313K
CRMD icon
888
CorMedix
CRMD
$617M
$488K ﹤0.01%
42,000
– –
NTAP icon
889
NetApp
NTAP
$32.9B
$488K ﹤0.01%
4,553
-122
-3% -$13.9K
NDSN icon
890
Nordson
NDSN
$16.5B
$487K ﹤0.01%
2,027
-111
-5% -$26.1K
RWR icon
891
State Street SPDR Dow Jones REIT ETF
RWR
$1.93B
$487K ﹤0.01%
4,961
– –
RPM icon
892
RPM International
RPM
$13.7B
$487K ﹤0.01%
4,684
-1,800
-28% -$195K
AIA icon
893
iShares Asia 50 ETF
AIA
$4.52B
$485K ﹤0.01%
4,969
+4,146
+504% +$400K
DVN icon
894
Devon Energy
DVN
$51.9B
$484K ﹤0.01%
13,202
-3,671
-22% -$128K
FWONK icon
895
Liberty Media Series C
FWONK
$24.3B
$483K ﹤0.01%
4,906
-618
-11% -$60.7K
HRI icon
896
Herc Holdings
HRI
$5.43B
$483K ﹤0.01%
3,256
+1,065
+49% +$146K
KD icon
897
Kyndryl
KD
$2.66B
$482K ﹤0.01%
18,137
-61
-0.3% -$1.65K
UAL icon
898
United Airlines
UAL
$38.4B
$479K ﹤0.01%
4,287
-534
-11% -$54K
FTNT icon
899
Fortinet
FTNT
$112B
$479K ﹤0.01%
6,031
-1,564
-21% -$130K
SU icon
900
Suncor Energy
SU
$77.7B
$479K ﹤0.01%
10,787
+566
+6% +$23.9K
34 35
36
37 38

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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.