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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
BMO icon
1076
Bank of Montreal
BMO
$125B
$259K ﹤0.01%
1,999
-195
-9% -$24.7K
KRE icon
1077
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
$259K ﹤0.01%
4,000
– –
TECH icon
1078
Bio-Techne
TECH
$11.2B
$257K ﹤0.01%
4,374
+2,256
+107% +$137K
VPL icon
1079
Vanguard FTSE Pacific ETF
VPL
$8.05B
$257K ﹤0.01%
2,841
-115
-4% -$10.4K
CVCO icon
1080
Cavco Industries
CVCO
$4.39B
$256K ﹤0.01%
434
+315
+265% +$178K
AVDV icon
1081
Avantis International Small Cap Value ETF
AVDV
$18.9B
$256K ﹤0.01%
2,724
+760
+39% +$68.9K
CTRA
1082
DELISTED
Coterra Energy
CTRA
$255K ﹤0.01%
9,704
-4,800
-33% -$121K
POWL icon
1083
Powell Industries
POWL
$8.46B
$255K ﹤0.01%
2,400
-42
-2% -$4.72K
MLI icon
1084
Mueller Industries
MLI
$14.1B
$254K ﹤0.01%
4,428
+2,466
+126% +$133K
NAMS icon
1085
NewAmsterdam Pharma
NAMS
$3.47B
$254K ﹤0.01%
7,240
-400
-5% -$14.6K
CCI icon
1086
Crown Castle
CCI
$32.7B
$254K ﹤0.01%
2,858
-1,576
-36% -$145K
NPO icon
1087
Enpro
NPO
$7.05B
$253K ﹤0.01%
1,182
+119
+11% +$26.3K
WOMN icon
1088
Impact Shares Womens Empowerment ETF Trading
WOMN
$55.7M
$253K ﹤0.01%
6,089
– –
PTLC icon
1089
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$253K ﹤0.01%
4,543
– –
CNX icon
1090
CNX Resources
CNX
$4.85B
$251K ﹤0.01%
6,821
+187
+3% +$6.7K
RBRK icon
1091
Rubrik
RBRK
$15.1B
$251K ﹤0.01%
3,276
-5
-0.2% -$384
PXH icon
1092
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$250K ﹤0.01%
9,696
+417
+4% +$10.7K
EMHY icon
1093
iShares JPMorgan EM High Yield Bond ETF
EMHY
$618M
$250K ﹤0.01%
6,197
-26
-0.4% -$1.04K
BAX icon
1094
Baxter International
BAX
$11.6B
$250K ﹤0.01%
13,070
+487
+4% +$9.74K
XMHQ icon
1095
Invesco S&P MidCap Quality ETF
XMHQ
$5.43B
$250K ﹤0.01%
2,438
-49
-2% -$5.05K
SPXT icon
1096
ProShares S&P 500 ex-Technology ETF
SPXT
$271M
$248K ﹤0.01%
2,384
– –
SYM icon
1097
Symbotic
SYM
$5.11B
$248K ﹤0.01%
4,161
+2,315
+125% +$153K
PDI icon
1098
PIMCO Dynamic Income Fund
PDI
$7.4B
$247K ﹤0.01%
13,970
-6,053
-30% -$111K
AMCR icon
1099
Amcor
AMCR
$20.6B
$247K ﹤0.01%
5,916
-2,226
-27% -$91.8K
CGGO icon
1100
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$247K ﹤0.01%
7,116
+2,961
+71% +$102K
42 43
44
45 46

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.