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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
DUOL icon
901
Duolingo
DUOL
$5.7B
$478K ﹤0.01%
2,724
-178
-6% -$41.9K
AOS icon
902
A.O. Smith
AOS
$8.38B
$471K ﹤0.01%
7,035
-4,485
-39% -$303K
UHS icon
903
Universal Health Services
UHS
$9.43B
$470K ﹤0.01%
2,157
+116
+6% +$25.6K
EPAM icon
904
EPAM Systems
EPAM
$4.69B
$469K ﹤0.01%
2,289
-85
-4% -$15.2K
DXYZ
905
Destiny Tech100
DXYZ
$710M
$468K ﹤0.01%
+15,291
New +$409K
QLD icon
906
ProShares Ultra QQQ
QLD
$12.5B
$466K ﹤0.01%
6,618
– –
HEI icon
907
HEICO Corp
HEI
$48.9B
$464K ﹤0.01%
1,435
+22
+2% +$6.95K
MOH icon
908
Molina Healthcare
MOH
$10.3B
$462K ﹤0.01%
2,664
-149
-5% -$24.5K
VEGI icon
909
iShares MSCI Agriculture Producers ETF
VEGI
$159M
$460K ﹤0.01%
11,930
– –
STXF
910
Strive 500 ETF
STXF
$1.11B
$459K ﹤0.01%
10,413
– –
TTWO icon
911
Take-Two Interactive
TTWO
$43B
$458K ﹤0.01%
1,787
-428
-19% -$107K
EXR icon
912
Extra Space Storage
EXR
$31.2B
$456K ﹤0.01%
3,498
-433
-11% -$59K
Q
913
Qnity Electronics Inc
Q
$28.3B
$455K ﹤0.01%
+5,567
New +$473K
ATO icon
914
Atmos Energy
ATO
$29.9B
$454K ﹤0.01%
2,706
+591
+28% +$102K
EA icon
915
Electronic Arts
EA
$52.4B
$451K ﹤0.01%
2,207
-20
-0.9% -$4.04K
RIO icon
916
Rio Tinto
RIO
$148B
$451K ﹤0.01%
5,634
+2,531
+82% +$182K
VOOG icon
917
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$448K ﹤0.01%
6,048
+2,490
+70% +$183K
TILT icon
918
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
$448K ﹤0.01%
1,800
– –
TOL icon
919
Toll Brothers
TOL
$14B
$447K ﹤0.01%
3,306
-458
-12% -$62.2K
NI icon
920
NiSource
NI
$22.4B
$447K ﹤0.01%
10,699
-973
-8% -$41.6K
IMCB icon
921
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$446K ﹤0.01%
5,394
– –
CGW icon
922
Invesco S&P Global Water Index ETF
CGW
$1.05B
$445K ﹤0.01%
7,062
+29
+0.4% +$1.85K
UTHR icon
923
United Therapeutics
UTHR
$26.3B
$445K ﹤0.01%
913
+200
+28% +$93.1K
P
924
Everpure Inc
P
$24.8B
$442K ﹤0.01%
6,589
+1,129
+21% +$94.3K
CRVL icon
925
CorVel
CRVL
$3.05B
$440K ﹤0.01%
6,505
+6,193
+1,985% +$449K
35 36
37
38 39

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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.