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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
ETV
1101
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$246K ﹤0.01%
17,162
– –
EVTR icon
1102
Eaton Vance Total Return Bond ETF
EVTR
$5.6B
$246K ﹤0.01%
4,769
-249
-5% -$12.9K
IRT icon
1103
Independence Realty Trust
IRT
$3.92B
$245K ﹤0.01%
14,040
-2,365
-14% -$39.2K
CASY icon
1104
Casey's General Stores
CASY
$31.9B
$245K ﹤0.01%
444
+18
+4% +$9.91K
ARQT icon
1105
Arcutis Biotherapeutics
ARQT
$3.42B
$245K ﹤0.01%
8,434
– –
TBLL icon
1106
Invesco Short Term Treasury ETF
TBLL
$2.58B
$245K ﹤0.01%
2,318
– –
ING icon
1107
ING
ING
$93.8B
$245K ﹤0.01%
8,734
+361
+4% +$9.31K
NTR icon
1108
Nutrien
NTR
$32.7B
$244K ﹤0.01%
3,959
-125
-3% -$7.36K
USIG icon
1109
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$244K ﹤0.01%
4,712
-620
-12% -$32.3K
CMC icon
1110
Commercial Metals
CMC
$7.63B
$244K ﹤0.01%
3,518
+21
+0.6% +$1.31K
IBDR icon
1111
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$243K ﹤0.01%
10,033
+337
+3% +$8.17K
IWC icon
1112
iShares Micro-Cap ETF
IWC
$1.43B
$242K ﹤0.01%
1,536
– –
IVLU icon
1113
iShares MSCI Intl Value Factor ETF
IVLU
$4.31B
$241K ﹤0.01%
6,339
+562
+10% +$20.6K
CWK icon
1114
Cushman & Wakefield Ltd
CWK
$2.98B
$241K ﹤0.01%
14,884
+74
+0.5% +$1.17K
FNV icon
1115
Franco-Nevada
FNV
$41.4B
$240K ﹤0.01%
1,159
– –
ASO icon
1116
Academy Sports + Outdoors
ASO
$2.89B
$239K ﹤0.01%
4,783
-124
-3% -$6.15K
RSPG icon
1117
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$572M
$239K ﹤0.01%
3,000
– –
CLMT icon
1118
Calumet Specialty Products
CLMT
$3.63B
$238K ﹤0.01%
12,000
– –
CR icon
1119
Crane Co
CR
$13.1B
$238K ﹤0.01%
1,288
+498
+63% +$92.4K
VPU
1120
Vanguard Utilities ETF
VPU
$8.83B
$237K ﹤0.01%
1,281
+355
+38% +$68.2K
SNCY
1121
DELISTED
Sun Country Airlines
SNCY
$237K ﹤0.01%
16,460
+12
+0.1% +$153
CYTK icon
1122
Cytokinetics
CYTK
$11B
$237K ﹤0.01%
3,723
+239
+7% +$14.9K
CELH icon
1123
Celsius Holdings
CELH
$6.93B
$235K ﹤0.01%
5,147
-892,895
-99% -$45M
SEI
1124
Solaris Energy Infrastructure
SEI
$3.31B
$235K ﹤0.01%
5,110
-1,000
-16% -$48.4K
MGC icon
1125
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$234K ﹤0.01%
932
+605
+185% +$150K
43 44
45
46 47

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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.