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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
ETN icon
76
Eaton
ETN
$159B
$206M 0.35%
645,558
-1,509
-0.2% -$535K
AMT icon
77
American Tower
AMT
$78.6B
$205M 0.35%
1,166,450
-252,845
-18% -$46M
ADBE icon
78
Adobe
ADBE
$88.7B
$198M 0.34%
566,316
-39,294
-6% -$13.4M
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.07T
$198M 0.33%
394,127
-5,358
-1% -$2.67M
TMUS icon
80
T-Mobile US
TMUS
$192B
$194M 0.33%
953,411
+284,782
+43% +$60.4M
FIS icon
81
Fidelity National Information Services
FIS
$21.5B
$193M 0.33%
2,899,998
-219,618
-7% -$14.5M
ZTS icon
82
Zoetis
ZTS
$31.5B
$187M 0.32%
1,484,832
-196,474
-12% -$25.6M
LHX icon
83
L3Harris
LHX
$56.2B
$186M 0.32%
634,731
+164,069
+35% +$47.4M
VTV icon
84
Vanguard Value ETF
VTV
$189B
$186M 0.31%
972,047
+19,288
+2% +$3.63M
IWP icon
85
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$179M 0.3%
1,309,901
+667,479
+104% +$93.3M
TSM icon
86
TSMC
TSM
$2.1T
$178M 0.3%
584,987
+20,094
+4% +$5.9M
SCHW
87
Charles Schwab
SCHW
$177B
$177M 0.3%
1,770,342
-39,995
-2% -$3.79M
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
$176M 0.3%
3,079,471
-149,278
-5% -$8.52M
PANW icon
89
Palo Alto Networks
PANW
$266B
$176M 0.3%
955,998
-23,733
-2% -$4.79M
PAVE icon
90
Global X US Infrastructure Development ETF
PAVE
$14.2B
$175M 0.3%
3,652,125
+229,481
+7% +$11M
BN icon
91
Brookfield
BN
$102B
$171M 0.29%
3,735,465
-567
-0% -$25.9K
IWM icon
92
iShares Russell 2000 ETF
IWM
$81.2B
$170M 0.29%
689,771
+49,149
+8% +$12.1M
NFLX icon
93
Netflix
NFLX
$291B
$169M 0.29%
1,806,902
-502,188
-22% -$54.1M
VICI icon
94
VICI Properties
VICI
$29.4B
$166M 0.28%
5,901,406
-748,304
-11% -$22.2M
PH icon
95
Parker-Hannifin
PH
$125B
$163M 0.28%
185,791
-3,264
-2% -$2.67M
CTAS icon
96
Cintas
CTAS
$82.1B
$160M 0.27%
849,177
-37,531
-4% -$7.07M
ORLY icon
97
O'Reilly Automotive
ORLY
$71.9B
$158M 0.27%
1,733,821
-61,223
-3% -$5.98M
JNJ icon
98
Johnson & Johnson
JNJ
$633B
$158M 0.27%
762,539
-5,772
-0.8% -$1.14M
PGR icon
99
Progressive
PGR
$125B
$158M 0.27%
692,032
-75,517
-10% -$17.1M
CSCO icon
100
Cisco
CSCO
$444B
$156M 0.26%
2,030,814
-62,776
-3% -$4.66M
2 3
4
5 6

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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.