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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
GDXJ icon
1126
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
$233K ﹤0.01%
2,050
+1,500
+273% +$155K
VMBS icon
1127
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$233K ﹤0.01%
4,943
-651
-12% -$30.7K
MNTN
1128
MNTN Inc
MNTN
$634M
$233K ﹤0.01%
19,483
+15,483
+387% +$223K
CWB icon
1129
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$232K ﹤0.01%
2,603
-389
-13% -$35.4K
INDB icon
1130
Independent Bank
INDB
$4.05B
$231K ﹤0.01%
3,161
+11
+0.3% +$781
PJP icon
1131
Invesco Pharmaceuticals ETF
PJP
$425M
$230K ﹤0.01%
2,200
– –
FELV icon
1132
Fidelity Enhanced Large Cap Value ETF
FELV
$3.2B
$230K ﹤0.01%
6,631
-103
-2% -$3.5K
CATH icon
1133
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
$229K ﹤0.01%
2,786
– –
AES icon
1134
AES
AES
$10.6B
$229K ﹤0.01%
15,951
-4,132
-21% -$58.2K
VGIT icon
1135
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$229K ﹤0.01%
3,815
+1,349
+55% +$81.1K
NEOG icon
1136
Neogen
NEOG
$2.05B
$228K ﹤0.01%
32,587
-1,702
-5% -$10.7K
SDOG icon
1137
ALPS Sector Dividend Dogs ETF
SDOG
$1.41B
$227K ﹤0.01%
3,760
– –
EXEL icon
1138
Exelixis
EXEL
$13.9B
$226K ﹤0.01%
5,156
-909
-15% -$37.6K
RIVN icon
1139
Rivian
RIVN
$22.9B
$225K ﹤0.01%
11,392
-10,626
-48% -$169K
GRAL
1140
GRAIL Inc
GRAL
$2.91B
$224K ﹤0.01%
2,616
+1,006
+62% +$86.9K
MAZE
1141
Maze Therapeutics
MAZE
$1.53B
$224K ﹤0.01%
+5,400
New +$186K
MOG.A icon
1142
Moog Inc Class A
MOG.A
$13B
$223K ﹤0.01%
916
-28
-3% -$6.15K
EWA icon
1143
iShares MSCI Australia ETF
EWA
$1.34B
$223K ﹤0.01%
8,500
– –
HODL icon
1144
VanEck Bitcoin Trust
HODL
$1.07B
$222K ﹤0.01%
8,975
+8,401
+1,464% +$238K
VPLS
1145
Vanguard Core Plus Bond ETF
VPLS
$1.65B
$220K ﹤0.01%
2,821
+1,500
+114% +$118K
GSK icon
1146
GSK
GSK
$103B
$220K ﹤0.01%
4,493
-741
-14% -$34.6K
PSA icon
1147
Public Storage
PSA
$60.2B
$219K ﹤0.01%
844
+71
+9% +$19.9K
AAL icon
1148
American Airlines Group
AAL
$9.58B
$219K ﹤0.01%
14,263
+2,668
+23% +$36K
TRC icon
1149
Tejon Ranch
TRC
$476M
$218K ﹤0.01%
13,804
-120
-0.9% -$1.91K
PPA icon
1150
Invesco Aerospace & Defense ETF
PPA
$8.27B
$218K ﹤0.01%
1,389
+30
+2% +$4.63K
44 45
46
47 48

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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.