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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
WOOD icon
951
iShares Global Timber & Forestry ETF
WOOD
$258M
$400K ﹤0.01%
5,560
– –
GMF icon
952
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$419M
$396K ﹤0.01%
2,855
+1,025
+56% +$143K
ACI icon
953
Albertsons Companies
ACI
$5.4B
$395K ﹤0.01%
22,994
+1,873
+9% +$33.4K
VAMO icon
954
Cambria Value and Momentum ETF
VAMO
$108M
$394K ﹤0.01%
11,541
+637
+6% +$21.3K
VLY icon
955
Valley National Bancorp
VLY
$7.93B
$393K ﹤0.01%
33,646
+2,404
+8% +$26.7K
INDA icon
956
iShares MSCI India ETF
INDA
$6.71B
$392K ﹤0.01%
7,253
+1,064
+17% +$57.3K
CCL icon
957
Carnival Corporation Ltd
CCL
$36.1B
$392K ﹤0.01%
12,825
+1,597
+14% +$44.5K
PFG icon
958
Principal Financial Group
PFG
$23.6B
$389K ﹤0.01%
4,408
-303
-6% -$25.6K
SFBS
959
ServisFirst Bancshares
SFBS
$4.79B
$387K ﹤0.01%
5,388
+11
+0.2% +$807
FNB icon
960
FNB Corp
FNB
$6.78B
$384K ﹤0.01%
22,438
-2,556
-10% -$41.8K
TD icon
961
Toronto Dominion Bank
TD
$198B
$382K ﹤0.01%
4,051
+1,139
+39% +$96.2K
MORN icon
962
Morningstar
MORN
$6.56B
$378K ﹤0.01%
1,738
-2,379
-58% -$515K
ONB icon
963
Old National Bancorp
ONB
$10.1B
$376K ﹤0.01%
16,863
+703
+4% +$15.2K
UMBF icon
964
UMB Financial
UMBF
$10.7B
$369K ﹤0.01%
3,210
-458
-12% -$51.9K
PCTY icon
965
Paylocity
PCTY
$6.71B
$366K ﹤0.01%
2,400
+192
+9% +$28.6K
CFG icon
966
Citizens Financial Group
CFG
$30.4B
$365K ﹤0.01%
6,252
+878
+16% +$47.2K
NVR icon
967
NVR
NVR
$17.2B
$365K ﹤0.01%
50
– –
DFUV icon
968
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$364K ﹤0.01%
7,818
-3,593
-31% -$163K
GHM icon
969
Graham Corp
GHM
$1.22B
$360K ﹤0.01%
5,600
– –
PCVX icon
970
Vaxcyte
PCVX
$7.89B
$358K ﹤0.01%
7,756
+6,400
+472% +$286K
MTB icon
971
M&T Bank
MTB
$36.2B
$357K ﹤0.01%
1,774
-325
-15% -$62.1K
MUSA icon
972
Murphy USA
MUSA
$11.3B
$357K ﹤0.01%
884
-92
-9% -$35.3K
PKW icon
973
Invesco BuyBack Achievers ETF
PKW
$1.69B
$357K ﹤0.01%
2,656
– –
PECO icon
974
Phillips Edison & Co
PECO
$5.48B
$357K ﹤0.01%
10,023
+46
+0.5% +$1.6K
CBSH icon
975
Commerce Bancshares
CBSH
$8.5B
$356K ﹤0.01%
6,808
-587
-8% -$30.7K
37 38
39
40 41

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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.