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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
IIM icon
1026
Invesco Value Municipal Income Trust
IIM
$583M
$300K ﹤0.01%
24,324
+17,642
+264% +$220K
BTI icon
1027
British American Tobacco
BTI
$132B
$300K ﹤0.01%
5,291
+2,314
+78% +$126K
ESGE icon
1028
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
$297K ﹤0.01%
6,728
+6,466
+2,468% +$285K
PWB icon
1029
Invesco Large Cap Growth ETF
PWB
$2.29B
$297K ﹤0.01%
2,338
+61
+3% +$7.75K
SNX icon
1030
TD Synnex
SNX
$19.4B
$297K ﹤0.01%
1,977
+234
+13% +$35.9K
ESLT icon
1031
Elbit Systems
ESLT
$38.4B
$297K ﹤0.01%
514
+171
+50% +$85.7K
BIZD icon
1032
VanEck BDC Income ETF
BIZD
$1.58B
$295K ﹤0.01%
20,823
-31,718
-60% -$455K
BGRN icon
1033
iShares USD Green Bond ETF
BGRN
$497M
$295K ﹤0.01%
6,152
+2,082
+51% +$100K
INGR icon
1034
Ingredion
INGR
$6.38B
$292K ﹤0.01%
2,650
-73
-3% -$8.23K
CSL icon
1035
Carlisle Companies
CSL
$13.6B
$291K ﹤0.01%
911
-130
-12% -$42.1K
ITB icon
1036
iShares US Home Construction ETF
ITB
$2.41B
$291K ﹤0.01%
3,022
– –
SJM icon
1037
J.M. Smucker
SJM
$12.6B
$290K ﹤0.01%
2,969
-2,045
-41% -$211K
SBLK icon
1038
Star Bulk Carriers
SBLK
$3.14B
$290K ﹤0.01%
15,100
– –
DISV icon
1039
Dimensional International Small Cap Value ETF
DISV
$4.85B
$289K ﹤0.01%
7,609
-138
-2% -$5K
JNK icon
1040
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$289K ﹤0.01%
2,972
-242
-8% -$23.5K
MTCH icon
1041
Match Group
MTCH
$8.84B
$285K ﹤0.01%
8,838
+1,308
+17% +$43K
CHDN icon
1042
Churchill Downs
CHDN
$6.03B
$285K ﹤0.01%
2,501
+169
+7% +$17.5K
NVTS icon
1043
Navitas Semiconductor
NVTS
$2.66B
$284K ﹤0.01%
39,828
+22,230
+126% +$214K
EL icon
1044
Estee Lauder
EL
$29B
$284K ﹤0.01%
2,711
-106
-4% -$10.3K
BIIB icon
1045
Biogen
BIIB
$29.9B
$282K ﹤0.01%
1,604
+415
+35% +$67.8K
GPN icon
1046
Global Payments
GPN
$22.1B
$282K ﹤0.01%
3,640
-286
-7% -$23K
IEI icon
1047
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$282K ﹤0.01%
2,360
+615
+35% +$73.6K
IYJ icon
1048
iShares US Industrials ETF
IYJ
$1.98B
$281K ﹤0.01%
1,899
– –
ARCB icon
1049
ArcBest
ARCB
$3.44B
$279K ﹤0.01%
3,754
+5
+0.1% +$356
FBIN icon
1050
Fortune Brands Innovations
FBIN
$6.12B
$277K ﹤0.01%
5,528
-589
-10% -$29.6K
40 41
42
43 44

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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.