We are live on ! Find out more
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
NUV icon
1226
Nuveen Municipal Value Fund
NUV
$1.91B
$186K ﹤0.01%
20,564
– –
SION
1227
Sionna Therapeutics
SION
$2.06B
$185K ﹤0.01%
+4,500
New +$171K
HAS icon
1228
Hasbro
HAS
$12.6B
$184K ﹤0.01%
2,245
-106
-5% -$8.31K
PSQH icon
1229
PSQ Holdings
PSQH
$11.2M
$184K ﹤0.01%
11,883
– –
SMLV icon
1230
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$257M
$184K ﹤0.01%
1,400
– –
CCCX
1231
DELISTED
Churchill Capital Corp X
CCCX
$183K ﹤0.01%
+11,746
New +$198K
FXI icon
1232
iShares China Large-Cap ETF
FXI
$4.31B
$183K ﹤0.01%
4,772
-710
-13% -$28.2K
WHR icon
1233
Whirlpool
WHR
$2.42B
$182K ﹤0.01%
2,526
+644
+34% +$47.5K
AGNC icon
1234
AGNC Investment
AGNC
$12.3B
$182K ﹤0.01%
16,997
+829
+5% +$8.52K
ABG icon
1235
Asbury Automotive
ABG
$4.19B
$181K ﹤0.01%
779
+11
+1% +$2.6K
IGM icon
1236
iShares Expanded Tech Sector ETF
IGM
$9.94B
$180K ﹤0.01%
1,394
+237
+20% +$30.7K
MAC icon
1237
Macerich
MAC
$7.32B
$180K ﹤0.01%
9,738
-3,120
-24% -$55K
UPRO icon
1238
ProShares UltraPro S&P 500
UPRO
$5.1B
$180K ﹤0.01%
1,552
+1
+0.1% +$114
MRCY icon
1239
Mercury Systems
MRCY
$6.2B
$179K ﹤0.01%
2,454
+682
+38% +$50.7K
PSMT icon
1240
Pricesmart
PSMT
$5.75B
$179K ﹤0.01%
1,460
+6
+0.4% +$732
USPH icon
1241
US Physical Therapy
USPH
$1.14B
$179K ﹤0.01%
2,292
+3
+0.1% +$243
XT icon
1242
iShares Future Exponential Technologies ETF
XT
$3.77B
$179K ﹤0.01%
2,563
– –
CLH icon
1243
Clean Harbors
CLH
$16.1B
$179K ﹤0.01%
762
+241
+46% +$55.1K
TSPA icon
1244
T. Rowe Price US Equity Research ETF
TSPA
$4.1B
$178K ﹤0.01%
4,172
– –
FOUR icon
1245
Shift4
FOUR
$3.84B
$178K ﹤0.01%
2,828
-999,906
-100% -$70.6M
IGLB icon
1246
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.59B
$178K ﹤0.01%
3,525
-286
-8% -$14.7K
DFUS
1247
Dimensional US Equity ETF
DFUS
$20.7B
$178K ﹤0.01%
2,397
-1,077
-31% -$79.1K
RITM icon
1248
Rithm Capital
RITM
$5.09B
$177K ﹤0.01%
16,258
+3,731
+30% +$41.2K
PTC icon
1249
PTC
PTC
$13.7B
$176K ﹤0.01%
1,013
-355
-26% -$66K
PEO
1250
Adams Natural Resources Fund
PEO
$759M
$176K ﹤0.01%
8,091
– –
48 49
50
51 52

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.