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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
IDA icon
976
Idacorp
IDA
$8.23B
$355K ﹤0.01%
2,804
+41
+1% +$5.33K
TM icon
977
Toyota
TM
$210B
$353K ﹤0.01%
1,650
+35
+2% +$7.1K
WTV icon
978
WisdomTree US Value Fund
WTV
$3.11B
$352K ﹤0.01%
3,774
– –
SCHI icon
979
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$350K ﹤0.01%
15,244
+5,949
+64% +$137K
ITRI icon
980
Itron
ITRI
$3.73B
$350K ﹤0.01%
3,767
-484
-11% -$52.7K
GNR icon
981
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$349K ﹤0.01%
5,613
+496
+10% +$29.8K
AMTX icon
982
Aemetis
AMTX
$119M
$348K ﹤0.01%
250,390
+200
+0.1% +$402
HGER icon
983
Harbor Commodity All-Weather Strategy ETF
HGER
$3.66B
$347K ﹤0.01%
13,999
-431
-3% -$11.2K
EXPE icon
984
Expedia Group
EXPE
$31.2B
$347K ﹤0.01%
1,224
+251
+26% +$62K
KTOS icon
985
Kratos Defense & Security Solutions
KTOS
$8.88B
$344K ﹤0.01%
4,533
+42
+0.9% +$3.44K
SF
986
Stifel
SF
$12.3B
$341K ﹤0.01%
4,082
+506
+14% +$40.4K
QQQJ icon
987
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$341K ﹤0.01%
9,242
+210
+2% +$7.66K
IBTG icon
988
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
$340K ﹤0.01%
14,877
+177
+1% +$4.05K
LNC icon
989
Lincoln National
LNC
$7.91B
$340K ﹤0.01%
7,631
-1,674
-18% -$69.7K
PAG icon
990
Penske Automotive Group
PAG
$14.3B
$339K ﹤0.01%
2,143
+1,989
+1,292% +$327K
LII icon
991
Lennox International
LII
$18.8B
$338K ﹤0.01%
696
-81
-10% -$40.6K
WWD icon
992
Woodward
WWD
$25B
$338K ﹤0.01%
1,117
+656
+142% +$181K
ARKK icon
993
ARK Innovation ETF
ARKK
$5.89B
$337K ﹤0.01%
4,380
+177
+4% +$14.7K
ACM icon
994
Aecom
ACM
$9.07B
$336K ﹤0.01%
3,529
+34
+1% +$4K
SCHM icon
995
Schwab US Mid-Cap ETF
SCHM
$14.6B
$336K ﹤0.01%
11,179
+2,195
+24% +$65.4K
EXAS
996
DELISTED
Exact Sciences
EXAS
$335K ﹤0.01%
3,296
-1,037
-24% -$83.3K
SSNC icon
997
SS&C Technologies
SSNC
$17.8B
$334K ﹤0.01%
3,815
+211
+6% +$18K
IDMO icon
998
Invesco S&P International Developed Momentum ETF
IDMO
$3.99B
$333K ﹤0.01%
+5,995
New +$326K
IDU icon
999
iShares US Utilities ETF
IDU
$1.41B
$333K ﹤0.01%
3,069
-298
-9% -$33.3K
AA icon
1000
Alcoa
AA
$11.7B
$331K ﹤0.01%
6,225
+682
+12% +$27.9K
38 39
40
41 42

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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.