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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
BOTZ icon
1001
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$329K ﹤0.01%
9,069
+478
+6% +$17.3K
SWX icon
1002
Southwest Gas
SWX
$6.74B
$328K ﹤0.01%
4,100
+1,712
+72% +$137K
PNW icon
1003
Pinnacle West Capital
PNW
$12.9B
$327K ﹤0.01%
3,682
-625
-15% -$56K
RHI icon
1004
Robert Half
RHI
$3.61B
$326K ﹤0.01%
12,006
-1,244
-9% -$35.5K
ALGN icon
1005
Align Technology
ALGN
$12B
$326K ﹤0.01%
2,088
-1,612
-44% -$231K
DON icon
1006
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$325K ﹤0.01%
6,293
-300
-5% -$15.5K
FCOM icon
1007
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$325K ﹤0.01%
4,431
– –
DBX icon
1008
Dropbox
DBX
$6.81B
$324K ﹤0.01%
11,666
-1,500
-11% -$43.7K
RDVY icon
1009
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$322K ﹤0.01%
4,628
– –
TTD icon
1010
Trade Desk
TTD
$8.13B
$321K ﹤0.01%
8,448
+1,663
+25% +$73.7K
NWE icon
1011
NorthWestern Energy
NWE
$4.48B
$318K ﹤0.01%
4,932
+45
+0.9% +$2.85K
SCZ icon
1012
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$318K ﹤0.01%
4,099
-86
-2% -$6.59K
DFIC icon
1013
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$312K ﹤0.01%
+9,050
New +$302K
HYD icon
1014
VanEck High Yield Muni ETF
HYD
$4.44B
$311K ﹤0.01%
6,086
+267
+5% +$13.6K
BTC
1015
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$311K ﹤0.01%
8,021
+831
+12% +$36.8K
AEG icon
1016
Aegon
AEG
$13.5B
$310K ﹤0.01%
40,187
+1,655
+4% +$12.7K
IXUS icon
1017
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$309K ﹤0.01%
3,648
+402
+12% +$33.7K
VOX icon
1018
Vanguard Communication Services ETF
VOX
$5.53B
$306K ﹤0.01%
1,582
+150
+10% +$28.1K
BNDX icon
1019
Vanguard Total International Bond ETF
BNDX
$82B
$305K ﹤0.01%
6,318
-2,729
-30% -$135K
PRFZ icon
1020
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$303K ﹤0.01%
6,604
+214
+3% +$9.78K
DTD icon
1021
WisdomTree US Total Dividend Fund
DTD
$1.65B
$303K ﹤0.01%
3,568
– –
WDIV icon
1022
State Street SPDR S&P Global Dividend ETF
WDIV
$276M
$302K ﹤0.01%
3,999
– –
MLPX icon
1023
Global X MLP & Energy Infrastructure ETF
MLPX
$3.68B
$301K ﹤0.01%
4,977
+302
+6% +$18.1K
IYF icon
1024
iShares US Financials ETF
IYF
$4.39B
$301K ﹤0.01%
2,334
+8
+0.3% +$1K
ONDS icon
1025
Ondas Inc
ONDS
$4.44B
$300K ﹤0.01%
30,763
+15,636
+103% +$126K
39 40
41
42 43

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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.