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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
VWO icon
101
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$156M 0.26%
2,897,248
+159,887
+6% +$8.69M
SHOP icon
102
Shopify
SHOP
$148B
$147M 0.25%
913,503
-27,364
-3% -$4.39M
IBM icon
103
IBM
IBM
$202B
$146M 0.25%
494,056
-1,736
-0.4% -$520K
MPLX icon
104
MPLX
MPLX
$59.6B
$145M 0.25%
2,724,200
+36,110
+1% +$1.88M
OKE icon
105
Oneok
OKE
$59.3B
$144M 0.24%
1,962,467
-392,258
-17% -$27.8M
AMD icon
106
Advanced Micro Devices
AMD
$873B
$137M 0.23%
637,788
+566,053
+789% +$127M
GVI icon
107
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$136M 0.23%
1,263,682
+85,823
+7% +$9.23M
VTI icon
108
Vanguard Total Stock Market ETF
VTI
$657B
$136M 0.23%
404,365
+25,310
+7% +$8.42M
EFA icon
109
iShares MSCI EAFE ETF
EFA
$76.7B
$133M 0.23%
1,386,144
+113,833
+9% +$10.8M
ALC icon
110
Alcon
ALC
$33.2B
$130M 0.22%
1,639,527
+20,731
+1% +$1.6M
TRGP icon
111
Targa Resources
TRGP
$61B
$127M 0.21%
687,247
-320,174
-32% -$53.9M
GS icon
112
Goldman Sachs
GS
$315B
$121M 0.2%
137,701
-3,452
-2% -$2.82M
OWL icon
113
Blue Owl Capital
OWL
$6.34B
$118M 0.2%
7,925,890
-1,878,332
-19% -$29.4M
MELI icon
114
Mercado Libre
MELI
$91.9B
$118M 0.2%
58,684
-9,559
-14% -$20.1M
ELV icon
115
Elevance Health
ELV
$82.1B
$118M 0.2%
336,736
-46,564
-12% -$15.7M
FLUT icon
116
Flutter Entertainment
FLUT
$17.5B
$117M 0.2%
544,049
+118,408
+28% +$26.6M
WMT icon
117
Walmart Inc
WMT
$867B
$111M 0.19%
998,603
-14,450
-1% -$1.55M
ROL icon
118
Rollins
ROL
$18.6B
$111M 0.19%
1,847,718
+693,580
+60% +$40.7M
SAN icon
119
Banco Santander
SAN
$194B
$110M 0.19%
9,400,907
+419,035
+5% +$4.45M
NET icon
120
Cloudflare
NET
$94B
$110M 0.19%
556,609
-22,528
-4% -$4.77M
BEPC icon
121
Brookfield Renewable
BEPC
$6.13B
$108M 0.18%
2,811,718
-57,528
-2% -$2.31M
AMGN icon
122
Amgen
AMGN
$203B
$107M 0.18%
326,112
-2,590
-0.8% -$822K
BSX icon
123
Boston Scientific
BSX
$65.9B
$105M 0.18%
1,096,053
-291,633
-21% -$28.6M
AMJB icon
124
Alerian MLP Index ETNs due January 28 2044
AMJB
$864M
$104M 0.18%
3,469,458
-36,679
-1% -$1.09M
CDNS icon
125
Cadence Design Systems
CDNS
$92.1B
$104M 0.18%
331,882
+206,163
+164% +$67.3M
3 4
5
6 7

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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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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.