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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
HHH icon
1051
Howard Hughes
HHH
$3.93B
$276K ﹤0.01%
3,466
– –
ARTY
1052
iShares Future AI & Tech ETF
ARTY
$3.49B
$276K ﹤0.01%
5,729
+1,186
+26% +$57.2K
EIPI
1053
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.08B
$276K ﹤0.01%
13,891
-250
-2% -$4.96K
XLC icon
1054
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$274K ﹤0.01%
2,324
-128
-5% -$14.7K
PAGP icon
1055
Plains GP Holdings
PAGP
$5.23B
$273K ﹤0.01%
14,244
-513,660
-97% -$9.26M
CDW icon
1056
CDW
CDW
$17.1B
$269K ﹤0.01%
1,976
-732
-27% -$108K
NFG icon
1057
National Fuel Gas
NFG
$7.84B
$269K ﹤0.01%
3,360
+2,067
+160% +$170K
STLD icon
1058
Steel Dynamics
STLD
$35.6B
$267K ﹤0.01%
1,578
+122
+8% +$19.4K
BMI icon
1059
Badger Meter
BMI
$3.66B
$267K ﹤0.01%
1,531
+23
+2% +$4.14K
VRP icon
1060
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$267K ﹤0.01%
10,970
– –
DVA icon
1061
DaVita
DVA
$15.1B
$267K ﹤0.01%
2,349
-279
-11% -$33.9K
BKH icon
1062
Black Hills Corp
BKH
$5.73B
$267K ﹤0.01%
3,844
-200
-5% -$13.5K
CALY
1063
Callaway Golf Company
CALY
$3.26B
$266K ﹤0.01%
22,835
+8,233
+56% +$86.8K
FELC icon
1064
Fidelity Enhanced Large Cap Core ETF
FELC
$7.83B
$265K ﹤0.01%
6,949
+3,253
+88% +$123K
SON icon
1065
Sonoco
SON
$5.76B
$265K ﹤0.01%
6,065
+59
+1% +$2.44K
KCE icon
1066
State Street SPDR S&P Capital Markets ETF
KCE
$453M
$265K ﹤0.01%
1,765
+7
+0.4% +$1.04K
EXPO icon
1067
Exponent
EXPO
$2.98B
$264K ﹤0.01%
3,801
-440
-10% -$30.9K
NEAR icon
1068
iShares Short Maturity Bond ETF
NEAR
$4.8B
$263K ﹤0.01%
5,155
-247
-5% -$12.6K
JPST icon
1069
JPMorgan Ultra-Short Income ETF
JPST
$40B
$263K ﹤0.01%
5,200
+2,722
+110% +$138K
PICK icon
1070
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.19B
$262K ﹤0.01%
5,105
+3,265
+177% +$154K
KEY icon
1071
KeyCorp
KEY
$24.3B
$262K ﹤0.01%
12,698
+777
+7% +$14.5K
KRG icon
1072
Kite Realty
KRG
$5.95B
$262K ﹤0.01%
10,911
-1,951
-15% -$44.3K
EBAY icon
1073
eBay
EBAY
$48.6B
$261K ﹤0.01%
3,000
-1,021
-25% -$88.4K
IDCC icon
1074
InterDigital
IDCC
$6.68B
$261K ﹤0.01%
820
-40
-5% -$14.1K
VCYT icon
1075
Veracyte
VCYT
$4.52B
$261K ﹤0.01%
6,195
+5,309
+599% +$214K
41 42
43
44 45

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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.