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
GNRC icon
1276
Generac Holdings
GNRC
$11.9B
$169K ﹤0.01%
1,240
+230
+23% +$37.1K
FTLS icon
1277
First Trust Long/Short Equity ETF
FTLS
$2.46B
$169K ﹤0.01%
2,376
-1,511
-39% -$107K
WAT icon
1278
Waters Corp
WAT
$36.8B
$168K ﹤0.01%
442
+248
+128% +$91.3K
RBC icon
1279
RBC Bearings
RBC
$18.8B
$168K ﹤0.01%
374
+171
+84% +$72.4K
LVS icon
1280
Las Vegas Sands
LVS
$30.5B
$167K ﹤0.01%
2,564
+58
+2% +$3.55K
ARGX icon
1281
argenx
ARGX
$57.4B
$167K ﹤0.01%
198
+160
+421% +$137K
ABCB icon
1282
Ameris Bancorp
ABCB
$5.89B
$166K ﹤0.01%
2,236
-89
-4% -$6.62K
CNP icon
1283
CenterPoint Energy
CNP
$29.1B
$166K ﹤0.01%
4,324
-1,460
-25% -$56.9K
FMDE icon
1284
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.52B
$164K ﹤0.01%
4,515
+7
+0.2% +$252
JEPQ icon
1285
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$164K ﹤0.01%
2,818
-170
-6% -$9.88K
NTCT icon
1286
NETSCOUT
NTCT
$2.86B
$164K ﹤0.01%
6,050
+16
+0.3% +$433
TDTT icon
1287
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$164K ﹤0.01%
6,797
+1,546
+29% +$37.4K
SCHC icon
1288
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$163K ﹤0.01%
3,591
-267
-7% -$12.1K
JAZZ icon
1289
Jazz Pharmaceuticals
JAZZ
$15.9B
$163K ﹤0.01%
961
-1,107
-54% -$170K
SHAK icon
1290
Shake Shack
SHAK
$2.3B
$163K ﹤0.01%
2,007
-1,158
-37% -$102K
XPH icon
1291
State Street SPDR S&P Pharmaceuticals ETF
XPH
$469M
$162K ﹤0.01%
2,901
+95
+3% +$4.92K
DBEU icon
1292
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$764M
$162K ﹤0.01%
3,369
– –
HRB icon
1293
H&R Block
HRB
$5.18B
$162K ﹤0.01%
3,708
-127
-3% -$5.94K
MRP
1294
Millrose Properties Inc
MRP
$4.74B
$161K ﹤0.01%
5,405
+751
+16% +$23.6K
AUR icon
1295
Aurora
AUR
$11.7B
$161K ﹤0.01%
41,980
+2,100
+5% +$9.62K
HUBG icon
1296
HUB Group
HUBG
$3.01B
$161K ﹤0.01%
3,777
+22
+0.6% +$836
EVLV icon
1297
Evolv Technologies
EVLV
$943M
$160K ﹤0.01%
22,373
+140
+0.6% +$995
CWI icon
1298
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$160K ﹤0.01%
4,456
+3,032
+213% +$107K
ASTS icon
1299
AST SpaceMobile
ASTS
$16.8B
$160K ﹤0.01%
2,198
+443
+25% +$31.6K
XMLV icon
1300
Invesco S&P MidCap Low Volatility ETF
XMLV
$759M
$160K ﹤0.01%
2,558
-62
-2% -$3.89K
50 51
52
53 54

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.