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
FDIS icon
1326
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.59B
$152K ﹤0.01%
1,491
+74
+5% +$7.51K
AGI icon
1327
Alamos Gold
AGI
$12.4B
$151K ﹤0.01%
3,924
-857
-18% -$29.9K
GFF icon
1328
Griffon
GFF
$4.16B
$151K ﹤0.01%
2,055
+9
+0.4% +$669
FLR icon
1329
Fluor
FLR
$7.29B
$151K ﹤0.01%
3,817
+2,550
+201% +$113K
CRH icon
1330
CRH
CRH
$66.7B
$151K ﹤0.01%
1,211
+258
+27% +$30.7K
SHOC icon
1331
Strive US Semiconductor ETF
SHOC
$239M
$151K ﹤0.01%
2,200
– –
PSKY
1332
Paramount Skydance Corp
PSKY
$9.19B
$150K ﹤0.01%
11,228
-2,341
-17% -$36.6K
GPIQ icon
1333
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$150K ﹤0.01%
+2,845
New +$150K
GSHD icon
1334
Goosehead Insurance
GSHD
$1.39B
$149K ﹤0.01%
2,024
-2,328
-53% -$166K
CACC icon
1335
Credit Acceptance
CACC
$6B
$149K ﹤0.01%
336
+1
+0.3% +$464
CNH
1336
CNH Industrial
CNH
$13.8B
$148K ﹤0.01%
16,100
-49
-0.3% -$489
AWRE icon
1337
Aware
AWRE
$23.6M
$148K ﹤0.01%
80,000
– –
BLDR icon
1338
Builders FirstSource
BLDR
$7.84B
$148K ﹤0.01%
1,437
-835
-37% -$93.8K
KIM icon
1339
Kimco Realty
KIM
$17.6B
$148K ﹤0.01%
7,282
-4,046
-36% -$84K
FND icon
1340
Floor & Decor
FND
$5.81B
$147K ﹤0.01%
2,421
-184,408
-99% -$12M
KGC icon
1341
Kinross Gold
KGC
$28.5B
$147K ﹤0.01%
5,233
– –
TKO icon
1342
TKO Group
TKO
$13.5B
$147K ﹤0.01%
704
+190
+37% +$36.9K
EAT icon
1343
Brinker International
EAT
$8.02B
$147K ﹤0.01%
1,025
-369
-26% -$48.3K
ZION icon
1344
Zions Bancorporation
ZION
$10.1B
$147K ﹤0.01%
2,503
-922
-27% -$50.2K
EMXC icon
1345
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$146K ﹤0.01%
2,016
+1
+0% +$71
QTUM icon
1346
Defiance Quantum ETF
QTUM
$5.25B
$146K ﹤0.01%
1,330
-12
-0.9% -$1.32K
DAKT icon
1347
Daktronics
DAKT
$941M
$146K ﹤0.01%
7,369
– –
FSK icon
1348
FS KKR Capital
FSK
$2.98B
$145K ﹤0.01%
9,818
-3,447
-26% -$52.3K
FBND icon
1349
Fidelity Total Bond ETF
FBND
$26.9B
$145K ﹤0.01%
3,157
+1,092
+53% +$50.7K
XLB icon
1350
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$145K ﹤0.01%
3,196
-134
-4% -$5.92K
52 53
54
55 56

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.