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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
COWZ icon
1201
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$196K ﹤0.01%
3,259
-1,493
-31% -$87.8K
EFX icon
1202
Equifax
EFX
$20.3B
$196K ﹤0.01%
903
-3,550
-80% -$777K
GH icon
1203
Guardant Health
GH
$19.5B
$196K ﹤0.01%
1,918
+16
+0.8% +$1.43K
LYB icon
1204
LyondellBasell Industries
LYB
$19.5B
$196K ﹤0.01%
4,524
-8,344
-65% -$378K
BAH icon
1205
Booz Allen Hamilton
BAH
$8.7B
$196K ﹤0.01%
2,321
-1,829
-44% -$164K
BDJ icon
1206
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$196K ﹤0.01%
20,644
+5,841
+39% +$53.2K
AVB icon
1207
AvalonBay Communities
AVB
$27.1B
$196K ﹤0.01%
1,078
-519
-32% -$94.2K
SNY icon
1208
Sanofi
SNY
$104B
$194K ﹤0.01%
4,008
-310
-7% -$15.4K
RL icon
1209
Ralph Lauren
RL
$22.2B
$194K ﹤0.01%
549
+9
+2% +$3.07K
HBM icon
1210
Hudbay
HBM
$9.92B
$193K ﹤0.01%
9,714
– –
GLTR icon
1211
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
$192K ﹤0.01%
936
-200
-18% -$36.7K
IBKR icon
1212
Interactive Brokers
IBKR
$40.9B
$192K ﹤0.01%
2,987
+107
+4% +$7.16K
BBNX
1213
Beta Bionics
BBNX
$706M
$192K ﹤0.01%
6,301
+6,300
+630,000% +$168K
OCFC icon
1214
OceanFirst Financial
OCFC
$1.7B
$192K ﹤0.01%
10,691
– –
PTCT icon
1215
PTC Therapeutics
PTCT
$6.37B
$191K ﹤0.01%
+2,518
New +$183K
VIS icon
1216
Vanguard Industrials ETF
VIS
$8.23B
$190K ﹤0.01%
638
-100
-14% -$29.7K
MUFG icon
1217
Mitsubishi UFJ Financial
MUFG
$258B
$190K ﹤0.01%
11,986
+5,140
+75% +$79.5K
AEIS icon
1218
Advanced Energy
AEIS
$12.2B
$190K ﹤0.01%
906
+58
+7% +$11.8K
VLUE icon
1219
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
$189K ﹤0.01%
+1,385
New +$182K
SPXC icon
1220
SPX Corp
SPXC
$11B
$188K ﹤0.01%
941
+62
+7% +$12.7K
NYF icon
1221
iShares New York Muni Bond ETF
NYF
$1.36B
$188K ﹤0.01%
+3,515
New +$188K
IMRX icon
1222
Immuneering
IMRX
$279M
$188K ﹤0.01%
28,500
-21,551
-43% -$138K
ATEC icon
1223
Alphatec Holdings
ATEC
$1.27B
$187K ﹤0.01%
8,895
+91
+1% +$1.68K
HXL icon
1224
Hexcel
HXL
$8.32B
$187K ﹤0.01%
2,527
-256
-9% -$18.1K
SCCO icon
1225
Southern Copper
SCCO
$141B
$186K ﹤0.01%
1,323
+185
+16% +$24.5K
47 48
49
50 51

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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.