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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
TRI icon
1301
Thomson Reuters
TRI
$39.4B
$159K ﹤0.01%
1,189
-789
-40% -$114K
SGDM icon
1302
Sprott Gold Miners ETF
SGDM
$551M
$159K ﹤0.01%
2,278
– –
TLTD icon
1303
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$655M
$158K ﹤0.01%
1,706
– –
FLO icon
1304
Flowers Foods
FLO
$1.64B
$158K ﹤0.01%
14,538
+477
+3% +$5.54K
ADMA icon
1305
ADMA Biologics
ADMA
$1.92B
$158K ﹤0.01%
8,666
+59
+0.7% +$994
ETH
1306
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.7B
$158K ﹤0.01%
5,630
+500
+10% +$16.3K
IBDU icon
1307
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$158K ﹤0.01%
+6,747
New +$158K
MRNA icon
1308
Moderna
MRNA
$21.5B
$158K ﹤0.01%
5,344
-2,295
-30% -$62.4K
CXT icon
1309
Crane NXT
CXT
$3.04B
$157K ﹤0.01%
3,345
-127
-4% -$7.51K
EOI
1310
Eaton Vance Enhanced Equity Income Fund
EOI
$808M
$157K ﹤0.01%
7,650
– –
WU icon
1311
Western Union
WU
$2.57B
$157K ﹤0.01%
16,893
-3,647
-18% -$32.2K
AIVL icon
1312
WisdomTree US AI Enhanced Value Fund
AIVL
$426M
$157K ﹤0.01%
1,365
– –
USRT icon
1313
iShares Core US REIT ETF
USRT
$4.74B
$157K ﹤0.01%
2,754
-229
-8% -$13.3K
ORN icon
1314
Orion Group Holdings
ORN
$514M
$157K ﹤0.01%
15,750
– –
TDIV icon
1315
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.06B
$156K ﹤0.01%
1,615
– –
LSCC icon
1316
Lattice Semiconductor
LSCC
$17.6B
$156K ﹤0.01%
2,118
+282
+15% +$20.1K
PBF icon
1317
PBF Energy
PBF
$7.29B
$156K ﹤0.01%
5,742
+26
+0.5% +$833
URA icon
1318
Global X Uranium ETF
URA
$5.52B
$156K ﹤0.01%
3,644
+419
+13% +$20.3K
DLY
1319
DoubleLine Yield Opportunities Fund
DLY
$671M
$156K ﹤0.01%
10,706
-2,109
-16% -$31K
MDYG icon
1320
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$155K ﹤0.01%
1,676
+266
+19% +$24.4K
TEVA icon
1321
Teva Pharmaceuticals
TEVA
$35.9B
$155K ﹤0.01%
4,953
+933
+23% +$23K
VNQI icon
1322
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$154K ﹤0.01%
3,368
+1,709
+103% +$80.8K
HALO icon
1323
Halozyme
HALO
$9.72B
$154K ﹤0.01%
2,288
-603
-21% -$40.6K
VIGI icon
1324
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
$153K ﹤0.01%
1,676
-1
-0.1% -$90
PK icon
1325
Park Hotels & Resorts
PK
$2.97B
$153K ﹤0.01%
14,589
+36
+0.2% +$385
51 52
53
54 55

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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.